Bronte Capital
The sometimes eccentric views of John Hempton
Wednesday, October 1, 2014
Follow up to the Pershing Square insider trading post
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There was one major error in the Pershing Square post - which is I suggested that an analyst at PS was charged. No such event happened. Th...
6 comments:
In defense of the Pershing Square analysts
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I can't quite believe I am doing this - because I loathe Bill Ackman with a passion. Mr Ackman in the presence of one of my clients told...
11 comments:
Tuesday, September 23, 2014
Roddy Boyd has more patience than me in chasing down stock hucksters
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Roddy Boyd has a story about the wondrous life of yet another stock huckster with a couple of fake PhDs. http://sirf-online.org/2014/09/16...
Saturday, September 13, 2014
Nouvelle Vague live in Cologne
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Very sick in bed, so looking for (very light) YouTube entertainment to see me through the fever... The cover of Blondie's Rapture is w...
4 comments:
Wednesday, September 10, 2014
In 2014 the New York Times has gone off line becoming a print-only newsletter for the elite and the elderly
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A decade ago Robin Sloan and Matt Thomson made a cheap flash movie on a simple premise. The movie was a production of the Museum of Media Hi...
3 comments:
Saturday, September 6, 2014
The Gobi Desert people like their Nu Skin, so do Wild Yaks, Donkeys and Bears
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Not all of Western China is thinly populated. Chongquing is big modern city (though I have not been there since 1981 when it felt medieval)...
11 comments:
Friday, September 5, 2014
Nu Skin's remarkable store opening plans in China
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Several people did not get the significance of my last post . This post showed a remarkable lack of correlation between the location of the...
8 comments:
Uyghur women like their Nu Skin
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In the 2012 investor day Nu Skin published a map of their Chinese sales by region. (Source - slide 81 .) Here is a map from Britan...
13 comments:
Wednesday, September 3, 2014
Richard M. Hixson pardoned Nu Skin
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Yesterday I put up a popular post noting that Nu Skin, a multi-level marketing company - had breached its debt covenants and was pardoned b...
4 comments:
Tuesday, September 2, 2014
Nixon pardons Nu Skin
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Richard M. Nixon did many amazing things in his life. He hung out with Elvis: He hung out with Mao Zedong: But by far the mos...
25 comments:
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