Bronte Capital
The sometimes eccentric views of John Hempton
Sunday, May 11, 2014
Insys Therapeutics: drug dealers and the Feds. Can the business survive?
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Insys Therapeutics ( INSY:NASDAQ ) is a seller of marijuana based anti-nausea drugs and super-strong opiates (Fentanyl) and nothing much els...
18 comments:
Thursday, May 8, 2014
Further explanation re Gulfports quarterly guidance
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Someone, remarkably, as a response to the last post argued that Gulfport's quarter looked quite good and wondered what I was seeing that...
7 comments:
Gulfport Energy's (GPOR) guidance
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Dear Investor (sucker): We will be producing far less oil…but only after spending far more of your dollars (that you kindly provided fo...
4 comments:
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:
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