Bronte Capital

The sometimes eccentric views of John Hempton

Friday, September 13, 2013

An open letter to Alma Morales Riojas

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MANA, an establishment National Latina organization wrote an open letter to the Federal Trade Commission requesting that they investigate H...
15 comments:
Tuesday, September 10, 2013

A quick comment on Gabriel Resources

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At Bronte we have been short Gabriel Resources for some time. Gabriel (a Canadian company) owns a potential gold mine in Romania. The bigges...
15 comments:
Thursday, September 5, 2013

Made up stats

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Every year, over $7bn is spent on used retro goods. Microsoft's purchase of Nokia looks set to double this figure for 2013. [Disc...
4 comments:
Wednesday, September 4, 2013

We interrupt for a brief Herbalife update

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Bill Ackman's huge Herbalife presentation ( "Who wants to be a millionaire?" ) compared Herbalife to other consumer companies ...
9 comments:
Tuesday, September 3, 2013

Musical Chairs

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The music has stopped. Blackberry is standing up. There are no chairs left.
9 comments:
Saturday, August 17, 2013

A quick thank you to Bill Ackman

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My visit to a Herbalife club in Queens inspired me. If those guys could lose weight on a protein shake meal replacement diet so could I. ...
15 comments:
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-...
24 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:
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