Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, October 13, 2016
Measuring how bad Twitter is
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My last blog post (exposing Twitter's excessive costs) prompted horror story emails on Twitter. But the best thing sent to me was a f...
14 comments:
Tuesday, October 11, 2016
Some comment on the Twitter buyout rumours
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Twitter is wildly addictive. This is well known and there are people who check twitter more obsessively than anyone checked email. Twitter...
28 comments:
Sunday, October 2, 2016
Some comments on the New York Times story about Donald Trump's tax returns
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Decades ago - before I was a fund manager - I was the resident expert on tax avoidance working for the Australian Treasury. That was where I...
70 comments:
Monday, September 26, 2016
Comments on investment philosophy - part one of hopefully a few...
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This is the first of several investment think pieces I have in my head dealing with investment philosophy, where markets are now and maybe ...
60 comments:
Sunday, September 18, 2016
Fan blades - analysts adding value
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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...
8 comments:
Saturday, September 17, 2016
Saturday night pop anachronisms
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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...
5 comments:
Wednesday, September 14, 2016
The end of Target's school charity program: demographic change or just bad management?
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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...
15 comments:
Monday, September 12, 2016
Albany International: a work program for a fund manager
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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...
5 comments:
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