Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, July 23, 2013
It was the night before Christmas... falsifying Bill Ackman's Herbalife thesis
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It was few days before Christmas and Sahm Adrangi (from Kerrisdale Capital) pinged me (on Google Voice) asking if I had an opinion on Herbal...
42 comments:
Wednesday, July 10, 2013
Bronte Capital is hiring
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APPLICATIONS ARE NOW CLOSED. We received 270 plus - and we are finalizing a short list... Now we have hired. Thanks for your interest...
17 comments:
Friday, July 5, 2013
Fraud/promote shorts versus valuation shorts
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Mostly at Bronte we short frauds or promotes. Stuff where the management says X but X is not true. Sometimes X is a stretch (a stretch made ...
16 comments:
Monday, June 24, 2013
Ozymandias and the banks
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I read a broker note today which described China's Ozymandian (and bank funded) urbanization program. But then the banks have always len...
5 comments:
Friday, June 21, 2013
The conflict between managing funds and selling funds
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BT Australia - before it was purchased by Principal Financial Group for AUD2.1 billion - was the dominant independent fund manager in Austra...
16 comments:
Monday, June 17, 2013
Self assessment Monday: an old letter to a client...
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About two years ago I wrote a letter to our foundation client about how we viewed the equity markets. Mike* had sent Bronte a profoundly bea...
13 comments:
Wednesday, June 12, 2013
Vodafone - Kabel Deutschland: Meet Vittorio Colao - the new Sir Fred Goodwin
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Vodafone it seems has made an " informal bid " for Kabel Deutschland. We have a largish position in Vodafone - some of which we ...
13 comments:
Tuesday, June 11, 2013
Self assessment Tuesday: Alan Jones and Facebook... #fail
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A while ago I wrote about Alan Jones - a right-wing radio shock-jock in Australia with a well organized Facebook campaign against him. I d...
6 comments:
Thursday, June 6, 2013
Please please China - make my day
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China is threatening to impose punitive tariffs on European wine exports in a tit-for-tat retaliation for tariffs on solar panels . Peter ...
10 comments:
Wednesday, June 5, 2013
Short selling and misrepresenting the truth - Infitialis edition
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I am a short-seller by inclination. Moreover I short mostly frauds and stock promotes. If you are going to call these publicly you need to...
11 comments:
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