Bronte Capital
The sometimes eccentric views of John Hempton
Saturday, April 20, 2019
Mattel: Buybacks, Barbie and dead babies
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I used to be of the view that suggested that buybacks were just another way of distributing to shareholders - a bit like dividends, selectiv...
12 comments:
Monday, April 1, 2019
Visa, Mastercard, Huawei and spying
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In the days before smart-phones if I wanted to develop a ubiquitous mechanism of spying on people I would probably start with an electronic ...
9 comments:
Thursday, February 7, 2019
A quick note on the resignations at the top of National Australia Bank
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The Chairman (Dr Henry) and the CEO (Andrew Thorburn) of National Australia Bank have just resigned following criticism by the Australian Ba...
7 comments:
Monday, January 14, 2019
The Myth of Capitalism: Monopolies and the Death of Competition. Jonathan Tepper and Denise Hearn. A review...
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The Myth of Capitalism is a polemic about the reduction in competition in many industries in the US. And it starts in an entirely appropriat...
23 comments:
Wednesday, November 28, 2018
Afterpay: a regulator view
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The Australian Securities regulator (ASIC) has come out with a long review of buy-now-pay later arrangements in which it has decided to do ...
8 comments:
Monday, October 15, 2018
Schadenfreude: reposting a 2011 post on Sears
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I posted on Sears in 2011 . They finally filed bankruptcy. I am surprised it took that long. Here though is the post again. It reads ...
3 comments:
Monday, October 1, 2018
The last day of the quarter (Tesla edition)
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Hedge fund managers who actively trade to produce profit specifically on the last day of the quarter should be treated with scorn. They are ...
27 comments:
Monday, September 17, 2018
Crypto Pot Stock
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There is a point in the cycle when it is impossible to separate comedy from stock promotion. Examples in the past: China Agritech (a fra...
7 comments:
Wednesday, September 5, 2018
Thinking aloud about China Biologic Products
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There are stocks which you never get right - and where the facts and history is just so ambiguous that you don't think you will ever get...
9 comments:
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