Bronte Capital
The sometimes eccentric views of John Hempton
Friday, May 22, 2015
Hanergy: let there be no doubt
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Background: Hanergy is a large cap solar cell manufacturer that has been suspended on the Hong Kong market. The biggest shareholder supposed...
20 comments:
Wednesday, May 20, 2015
Follow up from the McDonalds property post
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There is no point reading this blog post without reading the prior post ( linked here ) first... So many people thought the last blog post...
9 comments:
Tuesday, May 19, 2015
McDonalds: property, ego and identity
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I have just spent a few days in the modern Middle East cities of Doha and Abu Dhabi. This is the only place I have seen which matches China ...
13 comments:
Saturday, April 25, 2015
ANZAC Day Centenary
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I have just returned from the Dawn Service marking the Centenary of the landing of the Australian and New Zealand Army Corps (ANZACs) at Gal...
3 comments:
Thursday, April 23, 2015
Navinder Singh Sarao: Our spoofing hero
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This is a comment on the story rampant in the press about a British Man causing the US "flash crash". If you are not familiar thi...
39 comments:
Thursday, April 9, 2015
One more Bank of the Internet advertisement
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This one needs no explanation at all: It says: "New draft pick wants to buy a luxury home. BOFI Federal Bank can do that". ...
2 comments:
Another Bank of the Internet advertisement
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These advertisements are pitched at mortgage brokers and they have lots of jargon. But this advert is priceless... It says "Profe...
22 comments:
Wednesday, April 8, 2015
So what exactly do you get with Bank of the Internet stock?
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There are only three banks in America who have (a) a market capitalisation greater than $1 billion. (b) a price to tangible book greater ...
11 comments:
Wednesday, April 1, 2015
Poor Charlie's Counterattack
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Charlie Munger - at the last annual meeting of the Daily Journal Corporation - where Charlie is Chairman - said some pithy stuff about Valea...
11 comments:
Saturday, March 21, 2015
April is the cruellest month
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Lew Burton (one of those mathematical finance professor types) just tweeted : Well I guess we might find out how much short gamma there i...
15 comments:
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