Bronte Capital

The sometimes eccentric views of John Hempton

Monday, July 23, 2018

Worthless Pennies - a plea for contact

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I don't like using the blog this way - but can the people behind the defunct short-selling research firm "Worthless Pennies" p...
5 comments:
Monday, May 7, 2018

Just how bad is it for big tobacco? And a business idea for an ambitious investment banker

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Big tobacco stocks have had a bad month. Philip Morris had its worst day (for stock performance) in a decade. Electronic cigarettes and vape...
13 comments:
Sunday, February 18, 2018

The importance of GE's credit rating

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The cover story in Barrons this week is on GE's dim prospects . I confess to being a very minor source for that story. I don't own G...
42 comments:
Friday, February 9, 2018

Nasdaq and the New York Stock Exchange (and possibly Herbalife) team up to help organised crime

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Charlie Gasparino suggested in a tweet and a story that Herbalife, the Nasdaq and the New York Stock Exchange have teamed up to produce an ...
17 comments:
Tuesday, January 16, 2018

Further notes on visiting Herbalife clubs in Queens

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Preface: I once wrote a blog post - a response to Mr Ackman's campaign on Herbalife - which gave notes on visiting a Herbalife club in...
7 comments:
Saturday, December 30, 2017

Herbalife and Bill Ackman in furious agreement

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Today Bill Ackman announced that Pershing Square was settling an insider trading securities class action. To quote: Pershing Square and ...
Monday, December 25, 2017

The Urban Dictionary is surprisingly up-to-date: nocoiner edition

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nocoiner A  Nocoiner  is a person who has no Bitcoin. Nocoiners ( usually  Socialists, Lawyers or MBA Economists ) are  people  who misse...
20 comments:
Wednesday, December 20, 2017

Why settle for just one bubble?

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Step 1. Be a marijuana thing. Step 2. Be a bitcoin thing. Step 3. ... Step 4. Profit!
10 comments:
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:
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