Bronte Capital

The sometimes eccentric views of John Hempton

Wednesday, November 15, 2017

An initial coin offering for augmented reality smart glasses: you only live once...

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This advert - offering another cyrptocoin - specifically for *really smart* augmented reality smart glasses marks the new crypto-high. ...
11 comments:
Wednesday, October 25, 2017

Apple pulls a Dell

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The keyboard on my new (current model) MacBook Pro is sticking. So I take it to the Genius Bar. It was two hours for an appointment - and ...
20 comments:
Saturday, August 12, 2017

Some thoughts on the firing of James Damore from Google

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As the world knows by now James Damore was fired from Google for writing a memo that questioned Google's diversity policies. As a hold...
71 comments:
Thursday, August 3, 2017

E&P decoding - Pioneer Natural Resources edition

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I think I know what this means but as per usual the internet is full of people who know far more than me. You dear readers are my 20 thousa...
14 comments:
Saturday, July 15, 2017

The cyclicality of share buy-backs: Costco edition

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Currently looking through Costco - one of the finest companies I know. (We do not own a stake...) Anyway this is hardly a Costco specific ...
15 comments:
Thursday, July 13, 2017

E*Trade advert...

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In the old days an advert like this would have marked the top. Completely floored to see adverts this extreme again. Source: Twitter...
5 comments:
Tuesday, June 13, 2017

Canadian non-standard mortgages: a state of play

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Regular readers of this blog will be aware that Home Capital Group - a Canadian non-standard mortgage lender - is in financial trouble . T...
13 comments:
Saturday, June 10, 2017

Bob Carr and the possible Chinese spies

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Last week  Four Corners  - the premier news program of the Australian Broadcasting Commission ran a story about  the influence of the Chines...
9 comments:
Monday, May 15, 2017

Taking the bull case for Valeant seriously

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Last night I had dinner with a friend who had a friend who was buying Valeant. Whatever - it led to a discussion of Valeant fundamentals - a...
14 comments:
Wednesday, May 10, 2017

Selling our Telecom position

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Several people on twitter and some in person have asked me for an update on my very bullish position on Verizon - especially since the resul...
25 comments:
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