Bronte Capital
The sometimes eccentric views of John Hempton
Wednesday, July 30, 2014
Fatal Risk: Beach Reading - a great book to start even if you don't quite finish
›
Rarely do I repeat a blog post - but many of my readers are off to the beach and want to start reading a book that they will not finish. M...
7 comments:
Tuesday, July 29, 2014
That Herbalife miss
›
Herbalife's streak of beating earnings guidance every quarter since 2008 is over. They missed this quarter - not by much - but it is a m...
17 comments:
Wednesday, July 23, 2014
Herbalife clubs - another experience
›
Bill Ackman has made something of my visit to a Herbalife club in his presentation. I have visited several. And I have a radically different...
31 comments:
Tuesday, July 22, 2014
Herbalife and selective editing
›
The first Herbalife distributor I met told me - with a completely straight face that Herbalife cured diabetes. If I put this - and the fir...
10 comments:
Monday, July 21, 2014
Valeant Pharmaceuticals Part VIII: product sales distribution from the department of "really".
›
A key part of the Valeant bull case is that they are extremely diversified as to their product mix and that diversification reduces the risk...
11 comments:
Monday, June 30, 2014
The miserable circle of bad service: Telefonica edition
›
One of the puzzles of this world is why European phone revenues per customer are so low - and sustainably so. If there were any sign that th...
30 comments:
Wednesday, June 18, 2014
Valeant Pharmaceuticals Part VII: First notes on the special conference call
›
Valeant Pharmaceuticals yesterday held its "facts-based" conference call. There were plausible denials of several things that have...
28 comments:
Tuesday, June 17, 2014
Valeant Pharmaceuticals Part VI: a first question on corporate jets
›
A simple question. Is any part of the four (?) corporate jets ever put into the one-off basket like royalties (which were continuing) for Ga...
12 comments:
Valeant Pharmaceuticals Part V: Share pledges
›
Today is the day of Valeant's "fact based" presentation . As I demonstrated in Part IV you need to verify "facts"...
15 comments:
Monday, June 16, 2014
Valeant Pharmaceuticals Part IV: Fact based discussions about the reduction of debt
›
Recent release: Valeant Pharmaceuticals International, Inc. (NYSE: VRX) (TSX: VRX) today announced that it will conduct a fact-based pre...
14 comments:
‹
›
Home
View web version