Bronte Capital

The sometimes eccentric views of John Hempton

Monday, March 8, 2021

Greensill - who is holding the bag?

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There has been much fabulous reporting in the lead-up to the collapse of Greensill, the eponymously named Australian domiciled but London he...
20 comments:
Saturday, December 26, 2020

Job Interview Questions: Plus 500

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I gave someone a quick job interview today. It was kind of miserable except the kid was enthusiastic and came with a lot of (what he thought...
29 comments:
Thursday, December 17, 2020

Delusion, fraud and the role of the SEC - the General Electric long-term care case

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Luckin Coffee just settled with the SEC for a fine which I guess will be paid by shareholders. Given that the whole thing is a massive admit...
5 comments:
Saturday, October 10, 2020

Charity auction: fishing the Manning river with local professional fisherman (and me)

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In March/April I sought to donate money to a few charities hard-hit by COVID-19. My family wound up donating to three women's shelters. ...
2 comments:
Monday, June 22, 2020

Olaf Scholz - the German Finance Minister is delusional

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Wirecard - a major German fraud - is unwinding as I write this. They have withdrawn several years of accounts and they wonder whether the bu...
9 comments:
Wednesday, June 17, 2020

Will the market lend USD500 million to a Canadian reverse merger with a collapsed stock, marginally unprofitable gold mines in China, and a non-legally binding State guarantee?

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China Gold International ( CGG-TSE ) is a Canadian listed company with two not particularly good gold mines in China. One of these mines is ...
8 comments:
Friday, May 15, 2020

Open letter to Institutional Investor Magazine

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Last night Australian time Institutional Investor published a piece on Bronte Capital's position in Herbalife . To quote the opening s...
9 comments:
Monday, March 30, 2020

Watch what the Chinese do

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I don't easily believe Chinese statistics - especially regarding something as awful as COVID-19. Believe your eyes and common sense over...
24 comments:
Thursday, March 19, 2020

Coronavirus – getting angry

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I am going to give you a few stylised facts about severe acute respiratory syndrome coronavirus 2  and the data. First – no matter what y...
45 comments:
Monday, March 2, 2020

Coronavirus is more popular than sex (except in South Africa)

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I was wanting a way of judging just how serious the coronavirus outbreak is in Iran. Alas government figures are not to be trusted. And figu...
4 comments:
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