Bronte Capital

The sometimes eccentric views of John Hempton

Tuesday, September 29, 2015

Valeant Pharmaceuticals: some comments

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Mike Pearson - the CEO of Valeant Pharmaceuticals - released a letter in response to recent stock price falls. You can find the letter in an...
11 comments:
Monday, September 21, 2015

Joe Hockey as MiniRAT. Thoughts on his departure

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For my non-Australian readers (ie most of them) forgive a little and personal detour into Australian politics. Joe Hockey was Tony Abbott...
17 comments:
Thursday, September 17, 2015

FOIA request to the SEC about Pershing Square market manipulation and Herbalife

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This is posted without comment. The original can be found  here ... ----------------------------- Re: Freedom of Information Act (FOI...
3 comments:
Wednesday, September 16, 2015

Job interview questions: The size and scope of Alibaba

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Recently Bronte advertised for an  entry level position . We have now hired. There was one interview question which nobody gave an entirel...
89 comments:
Monday, August 31, 2015

This is a genuine tweet from the China People's Daily twitter feed...

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Just saying so you know the rules...
2 comments:
Monday, August 24, 2015

Jarvis Cocker sings about the stock market

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I will take you from this sickness Dinner parties and champaign I know Jarvis Cocker wasn't singing about the stock market with that ...
1 comment:
Sunday, August 16, 2015

Please read this for me

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For 10-K nuts...  http://azvalue.blogspot.com.au/2015/08/valeant-detailed-look-inside-dangerous.html
7 comments:
Sunday, July 19, 2015

Bronte Capital is hiring a graduate

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We are a small growing hedge fund based in Bondi Junction Sydney Australia making our third external hire. We run our portfolio long-short w...
27 comments:
Thursday, July 2, 2015

Sirius Minerals: Financing will be a serious challenge

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Sirius Minerals has just received approval for their polyhalite (potash) mine under the North York Moors National Park. The  stock  was up...
14 comments:
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:
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