Bronte Capital

This is the first of several investment think pieces I have in my head dealing with investment philosophy, where markets are now and maybe ...

I wrote a long post about fan blades the other day . In it I pointed out that fan blades on the front of turbofan jet engines (the ones on c...

Saturday night here in Australia - and music is on. Can't help but notice the anachronism in some of the lyrics. The Beatles Mr Post...

Addendum: I wrote this unaware of the fact that Target sold its credit card business a few years ago. That was insane too I think. But I gav...

This is going to be a stock note with a difference - because it is not a stock note. But it is about a stock/business - Albany International...

This is a question that pops up from time to time. But I will do it by stylised example. A small cap miner has announced a very significan...

Bill Ackman just  exited his large position in Canadian Pacific . This was a stunningly successful position: genuinely I wish I had done i...

A necessary part of Herbalife being a pyramid scheme is that distributors are buying huge amounts of Herbalife that they cannot sell and are...

There is an article on the FTC settlement in the Sydney Morning Herald. Good read . Its made better by this cartoon image of me: ...

On Friday Herbalife agreed a settlement with the Federal Trade Commission (the FTC). The stock popped on enormous volume - but it is fair to...