Bronte Capital
The sometimes eccentric views of John Hempton
Wednesday, February 20, 2013
Linn Energy: A bizarre definition of distributable cash hides really clapped out assets
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The last post explained just how bizarre the definition of EBITDA/distributable cash is at Linn Energy . This bizarre definition of EBITDA ...
6 comments:
Linn Energy's Queen Gertrude Moment
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Linn Energy ( Nasdaq:LINE ) is the biggest oil-and-gas production Master Limited Partnership (MLP) in the US. The market cap is a little ov...
22 comments:
Tuesday, February 12, 2013
Another day - another strange Gulfport Energy related party transaction
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I woke up this morning to the news that Gulfport Energy ( NASDAQ:GPOR ) is buying another 22 thousand net acres in the Utica Shale from W...
4 comments:
Tuesday, February 5, 2013
Comment on the false New York Post story about the law enforcement investigation against Hebalife
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About twenty four hours ago I was alerted to a story in the New York Post by Michelle Celarier asserting that Herbalife was the subject of a...
12 comments:
Wednesday, January 16, 2013
Notes on visiting an Herbalife nutrition club in Queens
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I visited a Herbalife nutrition club in Queens. There is plenty wrong with this company – but this is not a post about the things that are ...
109 comments:
Tuesday, January 8, 2013
Bill Ackman either lacks imagination or has a touching faith in government
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There is a wonderful Bloomberg story today about the more-to-come in the Bill Ackman vs Herbalife saga. There is however one quote in the...
35 comments:
Saturday, January 5, 2013
Ackman's Herbalife thesis: someone from the government will help poor people and billionaire hedge fund managers...
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I was just on CNBC talking about Herbalife . Nervous as they come and was propped the wrong way by the sound guy (and hence never looked at...
48 comments:
Wednesday, January 2, 2013
Madeleine Albright and Herbalife
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Presented without comment.
20 comments:
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