The sometimes eccentric views of John Hempton
Thursday, June 30, 2022
The Wirecard Book
Dan McCrum - the Financial Times journalist - has released a blockbuster finance book - the story of Wirecard. The book is called Money Men:...
Tuesday, May 10, 2022
Swedish Match: how not to behave when you are kissed on the dick by a rainbow
There are confirmed rumours that Swedish Match, a Swedish company focussed on oral nicotine delivery (snus, chewing tobacco and most importa...
Swedish Match takeover rumours
There is an article just out that Swedish Match is in advanced merger talks with Philip Morris at a price of about USD15 billion . At Bronte...
Tuesday, April 19, 2022
Mr Big Wells gets popped by the SEC but somehow escapes criminal charges.
On Friday 14 August 2009, that is more than twelve years ago, I wrote a little blog post about a fraudulent oil company run by Mr. Massimili...
Friday, October 22, 2021
How not to apply for a job - L'Oreal edition
I accepted an invite on LinkedIn from a finance student at an Australian University. Nothing unusual about that. Said finance student then d...
Friday, May 21, 2021
Grenke's audit statement
Grenke is a Geman listed (but global) equipment leasing company who has been subject to a short-seller research report (which Grenke support...
Saturday, May 8, 2021
How big is this crypto boom?
Google Trends doesn't predict stock market rallies, well somtimes it does. But more likely it is coincident with them, the suckers at th...
Friday, April 30, 2021
The tough task facing the Australian securities regulator
Australia has several jurisdictional issues that make it a haven for corporate criminals. These features are sometimes for better, sometimes...
Monday, March 22, 2021
How big is the Greensill problem at Credit Suisse?
The franchise of Swiss Banks has historically been access to large numbers of seriously high net worth individuals and stuffing them full of...
Friday, March 12, 2021
Greensill - who is holding the bag - part two
Insurance Australia Group reacted to my last post by stating that they carried no net risk. It was all reinsured to Tokio Marine (the big ...
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