Bronte Capital
The sometimes eccentric views of John Hempton
Friday, August 16, 2013
The distinctly cooler Mr Hempton is the Odd Man Out
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Nick Hempton (far cooler than your blogger) has a new recording out: This time he is paired up (for four tracks anyway) with the grea...
Tuesday, August 13, 2013
Strange stock assessment from a value investor I kind of admire: a note on the transition of Apple into a "value stock"
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In my email today I received a missive from a value investor I kind of admire - a peon to the value in Apple shares. To quote: My mother-...
25 comments:
Sunday, August 4, 2013
The bad guys won one this time...
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Jeff Matthews has a funny blog post about how someone bought call options over 760 thousand shares of Booz Allen Hamilton ( NYSE:BAH ). The...
5 comments:
Friday, August 2, 2013
A little Herbalife red-herring
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Here - linked - and from the SEC's Edgar database is the original Herbalife IPO prospectus. This document was filed on 1 October 2004. ...
12 comments:
Tuesday, July 30, 2013
Herbalife is addressing Bill Ackman's concerns...
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Bill Ackman spent eight pages of his presentation (100 to 107 inclusive) covering the issue of shipping surcharges. His argument was that th...
11 comments:
Sunday, July 28, 2013
Bronte is hiring - a follow up...
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APPLICATIONS ARE NOW CLOSED. We received 270 plus - and we are finalizing a short list... As many know - Bronte Capital - the asset manag...
15 comments:
Friday, July 26, 2013
Good and bad MLMs: Pampered Chef, Herbalife and Nuskin
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Aalaya Walker (Florida - Aged 18) was shot (but only slightly injured) when she pre-heated her friend's oven . She was wanting to make ...
26 comments:
Thursday, July 25, 2013
An incomparable business opportunity allowing men and women to build a home based business of their own...
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Herbalife is regularly criticized for selling the "business opportunity" rather than nutrition products. Indeed Bill Ackman (Herba...
10 comments:
Multi-level-marketing schemes and their distributors: notes on disappointed distributors at Herbalife and elsewhere...
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When I was in my twenties I lived in outer North-Western Sydney for a year - mostly around Kurrajong. Multi-level marketing schemes were par...
12 comments:
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:
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