Bronte Capital

The sometimes eccentric views of John Hempton

Thursday, June 11, 2015

Herbalife - the (very) long post

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This is a very long post. I have done a lot of work on Herbalife that should be made public – and I am travelling on several long-haul plan...
30 comments:
Saturday, May 30, 2015

Regret theory in practice

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I am on holiday in Italy until - well - today - when I go to Germany for work. I rented a car. Supplemental insurance for the car - whic...
40 comments:
Thursday, May 28, 2015

Is anyone other than me rattled by the FIFA arrests?

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Soccer (or what most the world calls "football") is barely an American game. None of the FIFA officials arrested are American citi...
44 comments:
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:
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