Bronte Capital

I was casually reading some "selected additional information" on the financial condition of African Minerals (a large iron ore mi...

Herbalife has 3.7 million distributors. There is  very  fast turnover amongst the lower-tiers of the distributor tree. The core bear case ...

Valeant missed analyst projections of revenue and guided down their so-called "cash EPS". Regular readers know that I don't ho...

It is the weekend. And I can't resist...

Sino Forest - familiar to many of my readers - was a large forestry company listed in Canada with operations in China. It claimed almost ...

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...

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...

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...

The first Herbalife distributor I met told me - with a completely straight face that Herbalife cured diabetes. If I put this - and the fir...

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...