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https://brontecapital.blogspot.com/2015/11/philidor-20-valeant-and-stephen-king.html?showComment=1448863540457&m=0 Bronte Capital: Philidor 2.0: Valeant and Stephen King play Chess with a lot of pharmacies Valeant ( VRX:NYSE ) has managed the improbable. It sells (a). Generic drugs often with close substitutes, (b). It has raised th... a lot of bronte capital stephen king play chess philidor https://brontecapital.blogspot.com/2011/03/guy-in-charge-of-purchasing-acreage-at.html?showComment=1301577440790 Bronte Capital: The guy in charge of purchasing acreage at Northern Oil Northern Oil is not a traditional oil exploration and production company. It has a simple model. It buys part shares in acreage in the Bakke... in charge of bronte capital the guy purchasing acreage https://brontecapital.blogspot.com/2008/09/wm-preferred-versus-common.html?m=1 Bronte Capital: WM preferred versus common Washington Mutual Pref is wildly mispriced compared to the common. The common is behaving badly - but as if survival is a small possibility... bronte capital preferred versus common https://brontecapital.blogspot.com/2011/01/skepticism-and-wealthy-investors.html?showComment=1295032395729 Bronte Capital: Skepticism and wealthy investors I know a rich bloke who is usually pretty switched on who is a private investor in Black Light Power . That is - at least to my eyes - a v... bronte capital skepticism wealthy investors https://brontecapital.blogspot.com/2011/05/scuttlebutt-method-of-stock-research.html?showComment=1304306399192 Bronte Capital: The scuttlebutt method of stock research Phillip Fisher – one of the great investment gurus of all time – used to talk about the “scuttlebutt method” - just finding out what is re... bronte capital the scuttlebutt stock research method https://brontecapital.blogspot.com/2008/09/illiquidity-and-insolvency-and-takeover.html?showComment=1222429560000 Bronte Capital: Illiquidity and insolvency and the takeover of WaMu A bank can be illiquid and insolvent. This is a nasty end-game. It can be insolvent but not illiquid – when it has plenty of access to d... bronte capital the takeover illiquidity insolvency wamu https://brontecapital.blogspot.com/2008/11/berkshire-credit-default-swaps.html?m=0 Bronte Capital: Berkshire Credit Default Swaps I am quite familiar with Berkshire - about as familiar as you can get by reading stat statements and the like. I can not blow it up. That m... credit default swaps bronte capital berkshire https://brontecapital.blogspot.com/2009/10/are-spanish-banks-hiding-their-losses.html?showComment=1254762475675&m=0 Bronte Capital: Are the Spanish banks hiding their losses? Looking at the American data Whether the Spanish banks are hiding their losses is a major debate going on in the blogosphere and has been detailed at length in the Fina... bronte capital the spanish looking at banks hiding https://brontecapital.blogspot.com/2013/08/a-little-herbalife-red-herring.html?showComment=1375455387974&m=0 Bronte Capital: A little Herbalife red-herring Here - linked - and from the SEC's Edgar database is the original Herbalife IPO prospectus. This document was filed on 1 October 2004. Re... bronte capital red herring little herbalife https://brontecapital.blogspot.com/2011/06/sino-forests-and-puzzle-for-media.html Bronte Capital: Sino Forests and a puzzle for media analysts The Globe and Mail (a mainstream Canadian newspaper) has published a piece confirming the core allegations of Muddy Waters research re Sino ... bronte capital for media sino forests puzzle https://brontecapital.blogspot.com/2013/06/vodafone-kabel-deutschland-meet.html?m=0 Bronte Capital: Vodafone - Kabel Deutschland: Meet Vittorio Colao - the new Sir Fred Goodwin Vodafone it seems has made an " informal bid " for Kabel Deutschland. We have a largish position in Vodafone - some of which we feel compe... vodafone kabel deutschland sir fred goodwin bronte capital vittorio colao the new https://brontecapital.blogspot.com/search?updated-max=2009-07-20T00:09:00%2B10:00&max-results=10&reverse-paginate=true&start=10&by-date=false&m=0 Bronte Capital The sometimes eccentric views of John Hempton bronte capital https://brontecapital.blogspot.com/2012/02/diamond-foods-what-press-releases-says.html?showComment=1328757269069&m=0 Bronte Capital: Diamond foods - what the press releases says and does not say... Diamond Foods is a short-battle-ground stock. Anyone who looks at Herb Greenberg's twitter feed can see that. Herb loves battlegrounds. T... bronte capital diamond foods what the press releases says https://brontecapital.blogspot.com/2017/01/valuation-and-investment-analysis.html?showComment=1484103577389 Bronte Capital: Valuation and investment analysis I just had a chat with someone who wondered why I did not have a valuation for everything in my portfolio - a buy and a sell price. My rea... bronte capital investment analysis valuation https://brontecapital.blogspot.com/2009/08/ethics-journalism-web-and-profits-of.html?showComment=1249475469416&m=0 Bronte Capital: Ethics, journalism, the web and the profits of brokerage businesses – oh, and Paul... Tyler Durden of Zero Hedge has responded to this blog post - and his comments - which I should fairly highlight - are reported at the end. O... bronte capital the web ethics journalism profits https://brontecapital.blogspot.com/2011/09/some-comments-on-ubs-rogue-trader.html?showComment=1316414728185 Bronte Capital: Some comments on the UBS Rogue Trader There has been lots said about the rogue trader at UBS. The best gag was that the name for a trader who makes money breaching risk limits i... bronte capital rogue trader comments ubs https://brontecapital.blogspot.com/2015/10/alibaba-yeah-right-jack.html?showComment=1445022478262&m=0 Bronte Capital: Alibaba - yeah right Jack Jack Ma - the Founder Chairman of Alibaba - released a letter in response to recent movements in the stock and fears about the Chinese cons... bronte capital yeah right alibaba jack https://brontecapital.blogspot.com/2009/08/modelling-fannie-mae-and-freddie-mac_15.html?showComment=1250409684255&m=0 Bronte Capital: Modelling Fannie Mae and Freddie Mac – Part IV This blog is reprinted on Talking Point Memo. In that format the post is unreadable unless you click the permalink. The tables are too wid... bronte capital fannie mae freddie mac part iv modelling https://brontecapital.blogspot.com/2017/01/when-do-you-average-down.html?showComment=1483540494595&m=0 Bronte Capital: When do you average down? The last post explained why I think a full valuation is not a necessary part of the investment process. A decent stock note is 15 pages on ... bronte capital do you average down https://brontecapital.blogspot.com/2012/11/hewlett-packard-versus-apple.html?m=0 Bronte Capital: Hewlett Packard versus Apple advertising budget People did not get my last post. This is more obvious. From the last HP form 10K : Advertising HP expenses advertising costs as in... bronte capital hewlett packard apple advertising versus budget Sponsored https://www.camsoda.ai/?id=robuta&ad_id=ai_300x250_16 Camsoda AI: AI Girlfriend App for Chatting, Photos, and Voice Camsoda AI is the AI girlfriend app for real-time chat, photos, and voice. Pick from 200+ characters or create your own. Free to start. https://brontecapital.blogspot.com/2012/05/question-i-wanted-to-ask-at-berkshire.html?showComment=1336414246774 Bronte Capital: The question I wanted to ask at the Berkshire meeting I never got to ask a question at the Berkshire meeting. I was a little awed and did not even ask until about 2pm (which was silly). There wa... bronte capital the question wanted to ask berkshire https://brontecapital.blogspot.com/2012/12/trade-total-return-swaps-like-gretchen.html?m=1 Bronte Capital: Trade total return swaps like Gretchen Tai: a follow up on the HP Pension Fund post In my last post I detailed the very fine performance by Gretchen Tai, the asset manager for the Hewlett Packard defined benefit fund. I w... total return swaps follow up on bronte capital pension fund trade Sponsored https://www.camsoda.com/?id=robuta&ad_id=cs_300x250_1.gif Free Live Sex Cams, Cam Girls, Adult Chat, and Pornstar Cams | Camsoda Join Camsoda for the hottest live cam girls! Free HD webcam shows, private sessions, and real-time chat with sexy models. Watch live now and enjoy! https://brontecapital.blogspot.com/2008/09/reckless-irresponsible-seizure-of.html?showComment=1240690140000 Bronte Capital: The reckless, irresponsible seizure of Washington Mutual: please read in Washington... I lost money on this – so you can take my analysis with the caveat of a slightly angry grain of salt. But I still think the seizure of Washi... bronte capital the reckless washington mutual please read irresponsible https://brontecapital.blogspot.com/2010/09/travelling-through-china-with-universal.html?showComment=1284602450921 Bronte Capital: Travelling through China with the Universal Travel Group: fly from Beijing to... I am close friends with the major investor in a small but well placed online travel business. If you ever need a modestly priced hotel in Au... bronte capital with the travelling china universal https://brontecapital.blogspot.com/2013/03/the-end-of-reader-what-does-it-say.html?showComment=1363922315846 Bronte Capital: The end of Reader: what does it say about Google? The blogosphere is full of people who are livid at the end of Google Reader. I am angry too - and would move many of my Google services if t... what does it bronte capital the end about google reader https://brontecapital.blogspot.com/2011/09/repost-my-old-notes-on-northern-rock.html?showComment=1315826603356 Bronte Capital: Repost: My old notes on Northern Rock This is a post I made fairly early in the history of the blog - and a post I think should have got more attention. (The original post had n... bronte capital northern rock repost old notes https://brontecapital.blogspot.com/search?updated-max=2014-05-07T15:59:00-07:00&max-results=10&reverse-paginate=true Bronte Capital The sometimes eccentric views of John Hempton bronte capital https://brontecapital.blogspot.com/2014/06/valeant-pharmaceuticals-part-iv-fact.html Bronte Capital: Valeant Pharmaceuticals Part IV: Fact based discussions about the reduction of debt Recent release: Valeant Pharmaceuticals International, Inc. (NYSE: VRX) (TSX: VRX) today announced that it will conduct a fact-based pre... bronte capital valeant pharmaceuticals part iv fact based https://brontecapital.blogspot.com/2016/02/the-amazing-zatarra-research-piece-on.html?showComment=1456325865491 Bronte Capital: The amazing Zatarra Research piece on Wirecard Zatarra Research - a seemingly anonymous outfit I had never heard of - have put out an amazing report on Wirecard - a reverse merger German ... bronte capital the amazing research piece wirecard https://brontecapital.blogspot.com/2011/09/some-comments-on-ubs-rogue-trader.html?showComment=1316403929603 Bronte Capital: Some comments on the UBS Rogue Trader There has been lots said about the rogue trader at UBS. The best gag was that the name for a trader who makes money breaching risk limits i... bronte capital rogue trader comments ubs https://brontecapital.blogspot.com/2009/11/missing-details-bronte-beach-edition.html?showComment=1258318251563 Bronte Capital: The missing details: Bronte Beach edition Saturday afternoon and I had volunteer lifesaving duty. My (broken) collarbone is knitted enough to be able to go in for a swim in modest s... bronte capital the missing details beach edition https://brontecapital.blogspot.com/2010/03/repo-105s-antecedents-ken-lewis.html?showComment=1269082248476 Bronte Capital: Repo 105’s antecedents: Ken Lewis I agree with Felix Salmon that the former Lehman staffers who defend Repo 105 are psychopaths – certifiably insane. They state (as if this... bronte capital ken lewis repo antecedents Sponsored https://www.sexygamerz.com/enter.php?prg=1&id=robuta&t=best&ad_id=sexygamerz_315x300_default4.jpg Sexy Gamerz - World's Best Gamer Dating Tired of playing alone? Find a hot gamer girl on Sexy Gamerz. https://brontecapital.blogspot.com/2015/10/alibaba-yeah-right-jack.html?showComment=1444931426300&m=0 Bronte Capital: Alibaba - yeah right Jack Jack Ma - the Founder Chairman of Alibaba - released a letter in response to recent movements in the stock and fears about the Chinese cons... bronte capital yeah right alibaba jack https://brontecapital.blogspot.com/2008/08/estimating-losses-for-prime-mortgage.html?showComment=1218493440000 Bronte Capital: Estimating losses for prime mortgage books I am struggling here with the modelling of prime and conventional mortgage losses. It matters because I am short Magic ( see post ). Bu... bronte capital prime mortgage estimating losses books https://brontecapital.blogspot.com/2015/01/herbalife-after-option-expiry-part-ii.html?showComment=1421942392958 Bronte Capital: Herbalife after option expiry - Part II: counting shorts and longs With Herbalife at $31 then any puts that Ackman has (and we know the prices of them) are in the money so far that their delta is almost one... bronte capital part ii herbalife option expiry https://brontecapital.blogspot.com/2017/01/when-do-you-average-down.html?showComment=1483574992166&m=0 Bronte Capital: When do you average down? The last post explained why I think a full valuation is not a necessary part of the investment process. A decent stock note is 15 pages on ... bronte capital do you average down https://brontecapital.blogspot.com/2012/10/witnessing-assault.html?showComment=1349171720612&m=0 Bronte Capital: Witnessing an assault Not an investing post at all. Just using the power of a blog with a lot of readers to ensure something gets done and to make a record of wha... bronte capital witnessing assault https://brontecapital.blogspot.com/2009/10/new-rapid-sec.html?showComment=1254348549346&m=0 Bronte Capital: The new rapid SEC Mary Schapiro has not got great press amongst financial bloggers – however this time she beat me to the punch. Emergent Health Corp was a... bronte capital the new rapid sec https://brontecapital.blogspot.com/2013/08/a-quick-thank-you-to-bill-ackman.html?showComment=1376891436182&m=0 Bronte Capital: A quick thank you to Bill Ackman My visit to a Herbalife club in Queens inspired me. If those guys could lose weight on a protein shake meal replacement diet so could I. ... quick thank you bronte capital bill ackman Sponsored https://www.litlatinz.com/enter.php?prg=1&id=robuta&t=best&ad_id=litlatinz_300x250_phoneswap3.jpg LitLatinz Date with some spice. Join for free to meet sexy local Latinas. https://brontecapital.blogspot.com/2016/10/some-comment-on-twitter-buyout-rumours.html?showComment=1476375404572 Bronte Capital: Some comment on the Twitter buyout rumours Twitter is wildly addictive. This is well known and there are people who check twitter more obsessively than anyone checked email. Twitter... bronte capital the twitter comment buyout rumours https://brontecapital.blogspot.com/2012/05/question-i-wanted-to-ask-at-berkshire.html?showComment=1336406186435&m=0 Bronte Capital: The question I wanted to ask at the Berkshire meeting I never got to ask a question at the Berkshire meeting. I was a little awed and did not even ask until about 2pm (which was silly). There wa... bronte capital the question wanted to ask berkshire https://brontecapital.blogspot.com/2016/10/measuring-how-bad-twitter-is.html?showComment=1476356027683&m=0 Bronte Capital: Measuring how bad Twitter is My last blog post (exposing Twitter's excessive costs) prompted horror story emails on Twitter. But the best thing sent to me was a finan... bronte capital measuring bad twitter https://brontecapital.blogspot.com/2014/01/xero-and-precious-petals-of-new-zealand.html Bronte Capital: Xero and the precious petals of New Zealand funds management I first heard of Xero from a friend, an executive management team member of a US tech giant. [Think a direct report of the CEO of Google, M... bronte capital the precious of new funds management xero https://brontecapital.blogspot.com/2013/01/notes-on-visiting-herbalife-nutrition.html?showComment=1358270039226 Bronte Capital: Notes on visiting an Herbalife nutrition club in Queens I visited a Herbalife nutrition club in Queens. There is plenty wrong with this company – but this is not a post about the things that are ... bronte capital herbalife nutrition notes visiting club https://brontecapital.blogspot.com/2011/11/sino-forest-independent-committee.html?showComment=1321464903889 Bronte Capital: The Sino Forest Independent Committee Report part 1. Sino Forest - a Chinese forestry company listed in Canada - is the subject of the most spectacular fraud allegation of this cycle of Chinese... bronte capital sino forest independent committee report https://brontecapital.blogspot.com/2013/04/jcponderings.html?showComment=1365382054827 Bronte Capital: JCPonderings I do not do links much - let alone non-finance links. However like much of the financial world I am wondering whether Johnson can transform ... bronte capital Sponsored https://ctwmsg.com/?siteId=jasmin&cobrandId=&superCategoryName=&categoryName=mature&pageName=listpage&prm[psid]=robuta&prm[pstool]=211_15&prm[psprogram]=pps&prm[campaign_id]=&subAffId= Live Sex Cams and Adult Chat with Webcam Girls | LiveJasmin Chat for free on LiveJasmin and watch HD Live Sex cam shows! 2000+ Models are waiting for You, no registration required. https://brontecapital.blogspot.com/2009/07/ Bronte Capital: July 2009 The sometimes eccentric views of John Hempton bronte capital july https://brontecapital.blogspot.com/2009/02/bank-solvency-and-geithner-plan.html?showComment=1234804080000 Bronte Capital: Bank solvency and the "Geithner Plan" Warning – a very long and wonky post - and possibly a little self indulgent. Don’t bother reading it unless you are really interested in ba... bronte capital bank solvency geithner plan https://brontecapital.blogspot.com/2012/05/question-i-wanted-to-ask-at-berkshire.html?showComment=1336437576101 Bronte Capital: The question I wanted to ask at the Berkshire meeting I never got to ask a question at the Berkshire meeting. I was a little awed and did not even ask until about 2pm (which was silly). There wa... bronte capital the question wanted to ask berkshire https://brontecapital.blogspot.com/2011/08/bank-of-america-some-comment-on-buffett.html?showComment=1314550371623&m=0 Bronte Capital: Bank of America: some comment on the Buffett deal Warren Buffett got a sweetheart deal. The deep discount on Warren Buffett's investment proves Bank of America was desperate. All lines I ... bank of america bronte capital comment buffett deal https://brontecapital.blogspot.com/2009/02/bank-solvency-and-geithner-plan.html?showComment=1234825260000 Bronte Capital: Bank solvency and the "Geithner Plan" Warning – a very long and wonky post - and possibly a little self indulgent. Don’t bother reading it unless you are really interested in ba... bronte capital bank solvency geithner plan https://brontecapital.blogspot.com/2013/08/strange-stock-assessment-from-value.html?showComment=1376368147480 Bronte Capital: Strange stock assessment from a value investor I kind of admire: a note on the... In my email today I received a missive from a value investor I kind of admire - a peon to the value in Apple shares. To quote: My mother-... bronte capital stock assessment value investor kind of strange https://brontecapital.blogspot.com/2017/05/selling-our-telecom-position.html?showComment=1494440133903 Bronte Capital: Selling our Telecom position 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... bronte capital selling telecom position https://brontecapital.blogspot.com/2012/01/tesco-request-for-comments.html?showComment=1326416713964&m=0 Bronte Capital: Tesco - request for comments The number of problem long investments in my portfolio doubled overnight - from one to two. (We have some small problem longs and some large... request for comments bronte capital tesco https://brontecapital.blogspot.com/2013/03/vodafone-news-of-day.html Bronte Capital: Vodafone news of the day Reuters today have a piece out on the Vodafone-Verizon issue. To quote: By Kate Holton, Chris Vellacott and Sinead Carew (Reuters) - ... bronte capital of the vodafone news day https://brontecapital.blogspot.com/2011/06/helping-charles-li-find-weeds-in-his.html?showComment=1309535098966 Bronte Capital: Helping Charles Li find the weeds in his Hong Kong garden Charles Li, the CEO of the Hong Kong stock exchange, has been on CNBC and again at home telling the world that the scandals happening with C... hong kong garden bronte capital charles li the weeds in his https://brontecapital.blogspot.com/2015/10/some-comments-on-valeant-conference-call.html?showComment=1446086285870 Bronte Capital: Some comments on the Valeant conference call Background: Roddy Boyd wrote a fine article about Philidor - a speciality pharmacy tied to Valeant. You can find the article here . Some o... bronte capital conference call comments valeant https://brontecapital.blogspot.com/2013/01/bill-ackman-either-lacks-imagination-or.html?showComment=1357784626110 Bronte Capital: Bill Ackman either lacks imagination or has a touching faith in government There is a wonderful Bloomberg story today about the more-to-come in the Bill Ackman vs Herbalife saga. There is however one quote in the... bronte capital bill ackman either lacks imagination https://brontecapital.blogspot.com/2011/03/french-intelligence-on-libya.html?m=1 Bronte Capital: French intelligence on Libya The Libyan National Oil Company website - like the internet in Libya generally - is down. Below I have copied a section ( from the Google ... bronte capital french intelligence libya https://brontecapital.blogspot.com/2013/04/gulf-keystone-share-transfer.html?showComment=1366782133885&m=0 Bronte Capital: Gulf Keystone share transfer First - a recent release from Gulf Keystone Petroleum concerning the CEO - Mr Todd F Kozel disposing of 10 million shares - the bulk of hi... bronte capital gulf keystone share transfer https://brontecapital.blogspot.com/2013/11/did-someone-tweet-at-top.html?showComment=1383963206228 Bronte Capital: Does someone Tweet at the top? at the top bronte capital someone tweet https://brontecapital.blogspot.com/2009/08/health-care-reform-and-single-payer.html?showComment=1251036234126&m=0 Bronte Capital: Health Care Reform and single payer – an Australian perspective I write a financial blog which is republished on the largely political Talking Points Memo. I thought I better write something for both my ... health care reform bronte capital single payer australian perspective https://shareholdersunite.com/2009/11/05/bronte-capital-throws-in-the-hat/ Bronte Capital throws in the hat – shareholdersunite.com bronte capital throws in the hat https://brontecapital.blogspot.com/2015/10/valeant-and-its-captive-pharmacies-some.html?showComment=1445792355949 Bronte Capital: Valeant and its captive pharmacies: some questions Some Questions for State Attorneys General and Boards of Pharmacy Is a pharmaceutical manufacturer allowed to own or effectively control ... bronte capital valeant captive pharmacies questions https://brontecapital.blogspot.com/2015/07/sirius-minerals-financing-will-be.html?showComment=1435835695976 Bronte Capital: Sirius Minerals: Financing will be a serious challenge Sirius Minerals has just received approval for their polyhalite (potash) mine under the North York Moors National Park. The stock was up... bronte capital sirius minerals will be financing serious https://brontecapital.blogspot.com/2012/07/weekend-edition-car-dealers.html?showComment=1343935707685 Bronte Capital: Weekend edition: Car Dealers I am a hedge fund manager who trades in marketable securities only. I look at a quote in a market - take it or leave it. I have developed ... bronte capital weekend edition car dealers https://brontecapital.blogspot.com/2008/07/?m=0 Bronte Capital: July 2008 The sometimes eccentric views of John Hempton bronte capital july https://brontecapital.blogspot.com/2012/01/tesco-request-for-comments.html?m=1 Bronte Capital: Tesco - request for comments The number of problem long investments in my portfolio doubled overnight - from one to two. (We have some small problem longs and some large... request for comments bronte capital tesco https://brontecapital.blogspot.com/2009/11/fannie-maes-results-oh-and-what-if-bank.html?showComment=1257487844410 Bronte Capital: Fannie Mae’s results – oh, and what if Bank of America reported the same way… There have been some mathematical corrections to this post discussed in the comments. My pencil notes had the numbers right. By the time ... bank of america bronte capital what if the same fannie https://brontecapital.blogspot.com/2011/08/software-eats-part-of-world.html?showComment=1314195563674 Bronte Capital: Software eats part of the world Marc Andreessen's WSJ article about software eating the world caused debate amongst my colleagues at Bronte Capital. It's a view that info... of the world bronte capital software eats part https://brontecapital.blogspot.com/2012/12/bill-ackman-enters-city-of-stalingrad.html?showComment=1357207097605 Bronte Capital: Bill Ackman enters the city of Stalingrad A few days ago I wrote a post describing shorting multi-level marketing schemes as akin to the Battle of Stalingrad. Little did I know ... bronte capital bill ackman the city enters stalingrad https://brontecapital.blogspot.com/2011/02/china-media-express-what-disconcerted.html?showComment=1297039756232 Bronte Capital: China Media Express: what disconcerted me when I read the accounts China Media Express is a tiny company about which there is – as I have noted – major passion and drama on Wall Street. My last post indic... bronte capital china media read the express disconcerted https://brontecapital.blogspot.com/2009/04/fraudulent-hedge-fund-associated-with.html?showComment=1241401200000 Bronte Capital: Alleged fraudulent hedge fund associated with the Vice President’s family harasses... I wrote a post about Ponta Negra – a hedge fund that I thought was more likely than not to be fraudulent. I did not name Ponta Negra in the... bronte capital hedge fund associated with the vice alleged https://brontecapital.blogspot.com/2010/08/deregulation-conundrum.html?showComment=1282960239397 Bronte Capital: A deregulation conundrum I have just read Daniel Amman’s excellent biography of Marc Rich - the oil trader notoriously pardoned by Bill Clinton. I don’t want to ge... bronte capital deregulation conundrum https://brontecapital.blogspot.com/2009/10/are-spanish-banks-hiding-their-losses.html?showComment=1254874546075&m=0 Bronte Capital: Are the Spanish banks hiding their losses? Looking at the American data Whether the Spanish banks are hiding their losses is a major debate going on in the blogosphere and has been detailed at length in the Fina... bronte capital the spanish looking at banks hiding Sponsored https://www.xlovecam.com/prm03/textlink?id_affilie=26457&p=online&tri=10 Best Live Sex Cam Shows with Free Live Chat | XLoveCam Watch thousands of cam girls get naked on XLoveCam. https://brontecapital.blogspot.com/2012/01/tesco-request-for-comments.html?showComment=1326435074174&m=0 Bronte Capital: Tesco - request for comments The number of problem long investments in my portfolio doubled overnight - from one to two. (We have some small problem longs and some large... request for comments bronte capital tesco Sponsored https://www.amazingasianz.com/enter.php?prg=1&id=robuta&t=best&ad_id=amazingasianz_315x300_bluehpimg.gif AmazingAsianz Meet hot local Asian girls today on AmazingAsianz. https://brontecapital.blogspot.com/2012/07/changing-my-mind-on-microsoft.html?showComment=1343319310150 Bronte Capital: Changing my mind on Microsoft Seldom have I looked at something that is a major long in the portfolio, changed my mind, sold the entire position and continued selling to ... bronte capital my mind changing microsoft https://brontecapital.blogspot.com/2015/10/some-comments-on-valeant-conference-call.html?showComment=1446247021468&m=0 Bronte Capital: Some comments on the Valeant conference call Background: Roddy Boyd wrote a fine article about Philidor - a speciality pharmacy tied to Valeant. You can find the article here . Some o... bronte capital conference call comments valeant https://brontecapital.blogspot.com/2017/05/trexs-mysteriously-high-margin-business.html?showComment=1494070573505 Bronte Capital: Trex's mysteriously high margin: a business analysis problem for you... Apple is a definitively high margin manufacturer. Everything about that company screams high margin. The stuff feels expensive and (frankly... bronte capital business analysis for you trex mysteriously https://brontecapital.blogspot.com/2014/02/i-am-out-of-tune-with-these-times.html?showComment=1392986504496 Bronte Capital: I am out of tune with these times At core I am an old-fashioned value investor. Maybe a growth-orientated one - but the valuation has to make sense on fairly modest assumptio... out of tune bronte capital these times