Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, January 3, 2017
Valuation and investment analysis
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I just had a chat with someone who wondered why I did not have a valuation for everything in my portfolio - a buy and a sell price. My rea...
49 comments:
Wednesday, December 28, 2016
Did Mike Tyson ring a bell?
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They say nobody rings a bell at the top. But this is pretty good... It's Mike Tyson promoting online trading platform Trade12. Wh...
3 comments:
Friday, December 16, 2016
UCB: Lower standards in Belgium
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The last two posts on this blog detail how - for all practical purposes - UCB (the large Belgian pharmaceutical company) has lost the paten...
7 comments:
Monday, December 12, 2016
UCB's lack of candour
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This is a follow up to last Friday's post about UCB - the large Belgian pharmaceuticals company. It probably helps if you read that po...
1 comment:
Friday, December 9, 2016
UCB's Vimpat patent
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UCB is a Belgium-based biopharmaceutical and specialty chemical company that specialises in two therapeutic areas: diseases of the central ...
2 comments:
Thursday, December 8, 2016
In praise of Donald Trump's conflicts of interest
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There is an obsession in the liberal press about Donald Trump's opaque personal finances and the repeated appearance that he has a confl...
14 comments:
Flotek: some new research
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Flotek should be familiar to readers of this blog. In plain english Flotek makes a chemical mix which makes sand-water mixes slippery so y...
6 comments:
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