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Bronte CapitalThe sometimes eccentric views of John Hempton
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The sometimes eccentric views of John Hempton
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The sometimes eccentric views of John Hempton
brontecapital.blogspot.com
Bronte Capital: Poor Charlie's Counterattack
http://brontecapital.blogspot.com/2015/04/poor-charlies-counterattack.html
The sometimes eccentric views of John Hempton. Wednesday, April 1, 2015. Charlie Munger - at the last annual meeting of the Daily Journal Corporation - where Charlie is Chairman - said some pithy stuff about Valeant (and implicitly the CEO J Micheal Pearson). To quote:. Valeant is like ITT and Harold Geneen come back to life, only the guy is worse this time. Now ITT was not by any stretch the worst of the 1960-70s conglomerates. If Charlie had compared Valeant to (say) Ling-Temco-Vought. The Late Great A...
Bronte Capital: April 2015
http://brontecapital.blogspot.com/2015_04_01_archive.html
The sometimes eccentric views of John Hempton. Saturday, April 25, 2015. I have just returned from the Dawn Service marking the Centenary of the landing of the Australian and New Zealand Army Corps (ANZACs) at Gallipoli (in the then Ottoman Empire and now modern day Turkey). This is Australia and New Zealand's remembrance day for all war dead. ANZAC Day 2009 Post. The original ANZACs were the Australian and New Zealand Army Corps. They landed on 25 April 1915 at Galipoli in the Dardenelles. As their nati...
Bronte Capital: The Herbalife compensation puzzle
http://brontecapital.blogspot.com/2015/03/the-herbalife-compensation-puzzle.html
The sometimes eccentric views of John Hempton. Wednesday, March 18, 2015. The Herbalife compensation puzzle. Before I went away I left people a puzzle - to force people to understand the Herbalife compensation scheme. The puzzle was - and to quote:. Imagine you were the. Herbalife distributor and you recruited three people and they - eventually and through their downline - recruited the millions of people who now consume and/or distribute Herbalife. Roughly how big would your income be now? These estimat...
Bronte Capital: ANZAC Day Centenary
http://brontecapital.blogspot.com/2015/04/anzac-day-centenary.html
The sometimes eccentric views of John Hempton. Saturday, April 25, 2015. I have just returned from the Dawn Service marking the Centenary of the landing of the Australian and New Zealand Army Corps (ANZACs) at Gallipoli (in the then Ottoman Empire and now modern day Turkey). This is Australia and New Zealand's remembrance day for all war dead. ANZAC Day 2009 Post. The original ANZACs were the Australian and New Zealand Army Corps. They landed on 25 April 1915 at Galipoli in the Dardenelles. As their nati...
Bronte Capital: Health Care Reform and single payer – an Australian perspective
http://brontecapital.blogspot.com/2009/08/health-care-reform-and-single-payer.html
The sometimes eccentric views of John Hempton. Thursday, August 20, 2009. 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 audiences sometime – so I am jotting down my thoughts – from an Australian perspective – on single-payer health care reform. After all the ongoing Fannie and Freddie series. Has a limited audience. . Ostensibly all of this was p...
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thetruthisinthedetails.blogspot.com
The Truth is in the Details: E&Y Suspends the Audit of Zungui (waiting for the other shoe to drop)
http://thetruthisinthedetails.blogspot.com/2011/08/e-suspends-audit-of-zungui-waiting-for.html
The Truth is in the Details. Monday, 22 August 2011. E&Y Suspends the Audit of Zungui (waiting for the other shoe to drop). Does E&Y read The Truth is in the Details? I doubt it, however less than one month after I first raised red flags regarding Zungui in my post. E&Y has suspended the audit of the Company’s financial statements for the year ended June 30. Finished down 77% on the day after the stock was halted pending a news release. E&Y Suspends the Audit of Zungui (waiting for the .
thetruthisinthedetails.blogspot.com
The Truth is in the Details: November 2011
http://thetruthisinthedetails.blogspot.com/2011_11_01_archive.html
The Truth is in the Details. Tuesday, 8 November 2011. Results of Zungui Investigation. Http:/ www.theglobeandmail.com/globe-investor/osc-accuses-chinese-company-executives-of-mishandling-audit/article2229223/. Subscribe to: Posts (Atom). Results of Zungui Investigation. Watermark template. Powered by Blogger.
thetruthisinthedetails.blogspot.com
The Truth is in the Details: The Truth is in the Details (and one of the details has just been removed)
http://thetruthisinthedetails.blogspot.com/2011/08/truth-is-in-details-and-one-of-details_07.html
The Truth is in the Details. Sunday, 7 August 2011. The Truth is in the Details (and one of the details has just been removed). I have never participated in stock discussion boards, but the discussion about this blog and Zungui at Stockhouse.com is becoming increasingly entertaining. Http:/ www.stockhouse.com/Bullboards/SymbolList.aspx? So apparently someone has emailed the CFO Shelly Gobin about the comments made on this blog and this is Shelly’s alleged reply. That is used for investor relations. Zungu...
thetruthisinthedetails.blogspot.com
The Truth is in the Details: August 2011
http://thetruthisinthedetails.blogspot.com/2011_08_01_archive.html
The Truth is in the Details. Monday, 22 August 2011. E&Y Suspends the Audit of Zungui (waiting for the other shoe to drop). Does E&Y read The Truth is in the Details? I doubt it, however less than one month after I first raised red flags regarding Zungui in my post. E&Y has suspended the audit of the Company’s financial statements for the year ended June 30. Finished down 77% on the day after the stock was halted pending a news release. Sunday, 7 August 2011. The article is correct that the website is ou...
thetruthisinthedetails.blogspot.com
The Truth is in the Details: Results of Zungui Investigation
http://thetruthisinthedetails.blogspot.com/2011/11/httpwww.html
The Truth is in the Details. Tuesday, 8 November 2011. Results of Zungui Investigation. Http:/ www.theglobeandmail.com/globe-investor/osc-accuses-chinese-company-executives-of-mishandling-audit/article2229223/. Results of Zungui Investigation. Watermark template. Powered by Blogger.
thetruthisinthedetails.blogspot.com
The Truth is in the Details: July 2011
http://thetruthisinthedetails.blogspot.com/2011_07_01_archive.html
The Truth is in the Details. Wednesday, 27 July 2011. Setting the Stage on Migao. I want to thank everyone for the support after my first post. I wasn’t sure if I would have the time to keep up with this blog, but the support definitely motivates me to try. This will be my first post on Migao “. 8221; I have many more half written posts in the pipeline on Migao; however I thought that instead of taking a while and having one large post I would do smaller more frequent posts. The concern with this transac...
thetruthisinthedetails.blogspot.com
The Truth is in the Details: Setting the Stage on Migao
http://thetruthisinthedetails.blogspot.com/2011/07/setting-stage-on-migao.html
The Truth is in the Details. Wednesday, 27 July 2011. Setting the Stage on Migao. I want to thank everyone for the support after my first post. I wasn’t sure if I would have the time to keep up with this blog, but the support definitely motivates me to try. This will be my first post on Migao “. 8221; I have many more half written posts in the pipeline on Migao; however I thought that instead of taking a while and having one large post I would do smaller more frequent posts. The concern with this transac...
Portfolio Tracking | Absolute Return
https://kirkomi.wordpress.com/performance
Compounded performance (2011-2016): 6%. 2 thoughts on “ Portfolio Tracking. Pingback: Monthly update: Mar 2013 Absolute performance. Pingback: Monthly update: September 2013 Absolute performance. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. Notify me of new comments via email.
Buộc chặt dây giày
http://www.finandlife.com/post/2015/07/23/Buoc-chat-day-giay.aspx
Buộc chặt dây giày. Nhà tôi nằm cạnh công viên. Nhưng với một thanh niên hai mươi tuổi, lười biếng như tôi thì việc dậy sớm và tập thể dục là một điều không tưởng. Vì vậy, tôi rất ngưỡng mộ bác Tom, một người hàng xóm rất siêng tập thể dục. Ldquo;Vậy bác có lời khuyên nào cho cháu khi cháu muốn tập như bác không? Rdquo; “Một đôi giày cháu ạ.””Một đôi giày thật tốt để tập chạy ư? ST http:/ alo9.net). E3e4ca15-319c-4fa5-8176-c0569ee3d43f 0 .0 27604f05-86ad-47ef-9e05-950bb762570c. Cancel reply to comment.
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brontecampbell2013.blogspot.com
A Beautiful Madness
Or Something of the Sort). Monday, April 14, 2014. Talking to Strangers: A Fireside Chat. Monday, March 31, 2014. Making the World a Better Place. It was really interesting to get her overview of the experience as well as get a glimpse of what she’s been able to learn through her experiences. It was also cool for me, because I know her pretty well to see the way this experience has changed her and how her perspective has shifted as a person, and as a teacher. The biggest difficulty we had with this proje...
Bronte Camper Hire
Terms & Conditions. Retro VW Campers for Hire, Yorkshire. Maria – Anne – Emily – Jane – Charlotte – Cathy – Patrick. We are a classic VW campervan hire, retro VW camper hire and VW beetle hire company based Yorkshire. We specialise in holiday VW camper hire and Chauffeur driven classic Vw cars and campervans. To help inspire your holidays. To book one of our campers, please email us at brontecamperhire.co.uk. Bronte Retro VW Campers for Hire – meet Charlotte. Candy White T5 Campervan.
Bronte Capital
The sometimes eccentric views of John Hempton. Sunday, February 18, 2018. The importance of GE's credit rating. 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 GE - but there is a price below the current price where I would buy it. GE's best business (by far) is jet engines where it competes with Rolls Royce (in wide-bodied engines) and a Pratt and Whitney consortium in narrow bodied engines. And that is a problem because a...
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