Bronte Capital

The sometimes eccentric views of John Hempton

Tuesday, May 6, 2014

Just how weak are Bill Ackman's examples?

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Bill Ackman's ad nauseum attack on Herbalife has become a parody of itself. It has been widely acknowledge that Bill Ackman has had prob...
10 comments:
Thursday, April 24, 2014

Passed out and fully plastered: a comment on free drugs in America

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I have never really looked at Allergan but was horrified to find a rewards program for using Botox (a toxin derived from botulism and which ...
6 comments:
Saturday, April 19, 2014

The Better Business Bureau does not agree with Bill Ackman on Herbalife

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Here is a screenshot of the  page from the Better Business Bureau on Herbalife : Yes, that is an A+ rating. The alert is for pending ...
17 comments:
Friday, April 18, 2014

What if anything is civil insider trading?

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The SEC today laid civil insider trading charges against a BP executive who (they allege) had information about the magnitude of the Deepwa...
3 comments:
Wednesday, April 16, 2014

I am in the New York Post

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There is an article in the New York Post about me. Here it is. http://nypost.com/2014/04/16/ackman-adversary-john-hempton-falls-off-herba...
26 comments:
Thursday, April 10, 2014

Dissenting proxies

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I have absolutely no idea of the issues involved at Harvard Illinois Bancorp - but they led to one of the funnier dissenting proxies I have...
3 comments:
Tuesday, April 1, 2014

Charlotte: an old meeting with Bank of America

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I finally got out of the hotel and walked around the street of Charlotte a little. Still sick, just less sick than this morning. The sun w...
6 comments:

American Airlines vs Herbalife

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I am sick in bed in a hotel in Charlotte. Very sick. Fever. I had a flight booked tomorrow from Miami to Boston - but there is not a cha...
12 comments:
Monday, March 24, 2014

Herbalife internal consumption: a comment

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The debate on Herbalife has come back to the issue of internal consumption - that is how much of Herbalife's product is consumed by thei...
41 comments:
Wednesday, March 5, 2014

Letting Qantas go bankrupt would be good for Australia

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[For non-Austrlaians: Qantas is a former Government owned airline in Australia - and still seemingly our "national carrier". Its p...
26 comments:
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