Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, July 5, 2016
Want a tough job - try collecting debt door to door in the council estates of Northern England
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I was reading the accounts of Provident Financial Group - a UK subprime lender. I have no position - but this appears to be an old relativel...
19 comments:
Monday, July 4, 2016
Some thoughts on the Medicare scare campaign
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Warning - this is a very Australia specific post and is probably the only thing I will say about the election Australia has a socialised m...
12 comments:
Monday, June 27, 2016
That moment when you realise that Nick Clegg is a better trader than you...
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This is an article by Nick Clegg - a UK politician - before the Brexit vote. Amazing... https://inews.co.uk/opinion/comment/will-wake-vo...
9 comments:
Friday, June 17, 2016
Some thoughts on very low interest rates
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I have been having twitter arguments with people I usually respect who think that it is self-evident that very low rates (even negative rate...
76 comments:
Thursday, June 9, 2016
What passes for Japanese innovation now (Kirin edition)
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When I was young all the most innovative products seemed to come from Japan. And so I find myself gently disappointed reading the Kirin Comp...
7 comments:
Tuesday, May 17, 2016
Uber as a predatory lender
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If you want to understand where Uber's business model is going read this stream on Twitter: https://twitter.com/groditi/status/7324178...
24 comments:
Monday, May 9, 2016
Catching up with the Narwhal Empire in Nashville
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Got a reasonable day off in Nashville. (You got to recover from jet-lag somewhere!) Wound up at a cool blues bar on Bourbon Street. But th...
5 comments:
Saturday, May 7, 2016
If someone disagrees with you they are certifiably crazy: Bill Ackman, Valeant and Herbalife edition.
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The US Senate has released a lot of Valeant documents. Link here . There is quite a deal here - but I got to this email from Bill Ackman...
20 comments:
Monday, April 25, 2016
Valeant's new CEO
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Joe Papa has just accepted appointment as CEO of Valeant. a. I am glad my short is mostly - not entirely covered. Joe Papa is a fabulous a...
12 comments:
Thursday, April 7, 2016
The great matrimonial housing short-squeeze
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It's a fairly consistent view around our office that house prices are absurd in Sydney - and winning a Sydney property auction is not a ...
23 comments:
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