Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, March 12, 2013
Alliance Resources: astoundingly good - but why?
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Alliance Resources ( ARLP:NASDAQ ) is a listed master limited partnership (MLP) in the coal mining space. The General Partner ( AHGP ) is al...
3 comments:
Sunday, March 3, 2013
Revisiting Titanium Asset Management
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I had almost entirely forgotten about Titanium Asset Management in outer Sydney until Friday when an anonymous person left this comment on m...
9 comments:
Tuesday, February 26, 2013
Gulfport energy's accounts payable and accrued liabilities
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Gulfport Energy reports later this week. Strangely one of the balance sheet items that most intrigues me is their accounts payable and accru...
24 comments:
Friday, February 22, 2013
Linn Energy: that did not work so well
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From the original 8-K which triggered this series of posts: Fact #1 – LINN is confident in the validity and accuracy of its audited finan...
26 comments:
Thursday, February 21, 2013
Linn Energy per flowing barrel
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A fairly standard oil-and-gas valuation metric is the price per flowing barrel for oil and gas. Oil at $100,000 per daily flowing barrel ...
24 comments:
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:
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