Bronte Capital
The sometimes eccentric views of John Hempton
Monday, August 18, 2014
Nuskin - an MLM with wonky accounts
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Regular readers will know that I am not an unbridled fan of multi-level marketing schemes MLMs - but I don't think they are all evil eit...
6 comments:
Sunday, August 17, 2014
My sincere best wishes to Bill Ackman: Fannie Mae and Freddie Mac edition
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Bill Ackman is suing the Federal Government over the Fannie Mae and Freddie Mac bailout terms . It is clear that the US Government will ma...
4 comments:
Friday, August 15, 2014
Australia is different
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Advice to a new Australian: Australia is different. Our housing prices never go down. Never. Never ever. And you have got to believe that...
19 comments:
Wednesday, August 13, 2014
Valeant Pharmaceuticals part XI: Less luscious lips
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I find it increasingly difficult to work out Valeant's revenue numbers and their implications. Simple maths keeps bringing out astoundi...
8 comments:
Monday, August 11, 2014
Valeant Pharmaceuticals Part X: a follow up on the sale of facial injectables
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This is part ten of a long series on Valeant Pharmaceuticals - a major company in the speciality pharmaceutical space - and one that has cu...
2 comments:
Saturday, August 9, 2014
Bill Ackman's new best friend: Vladimir Putin
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People with better knowledge of the details of Russia's sanctions seem to think that most Herbalife product will still get through - so ...
17 comments:
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