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Bronte-Capital

Semi-Retired Fund Manager
Contributor's Links: Bronte Capital Cooking With John
My name is John Hempton and I am a (semi) retired fund manager based in Sydney Australia. My key expertise is in banks and insurance companies though my investing interests extend widely.  I run the Bronte Capital Blog. The purpose of this blog is to explore ...more
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33 to 48 of 57 Posts
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Insys Therapeutics: Drug Dealers And The Feds. Can The Business Survive?
Monday, May 12, 2014 9:02 AM EDT
Insys Therapeutic is a seller of marijuana based anti-nausea drugs and super-strong opiates (Fentanyl) and nothing much else.
In this article: FHRX
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Further Explanation Re Gulfports Quarterly Guidance
Thursday, May 8, 2014 10:16 AM EDT
Gulfport continues to estimate full year 2014 production to be in the range of 50,000 BOEPD to 60,000 BOEPD. Capital expenditures for exploration and production activities in 2014 are estimated to be in the range of $675 million to $725 million.
In this article: GPOR
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What If Anything Is Civil Insider Trading?
Thursday, April 17, 2014 4:13 PM EDT
The SEC today laid civil insider trading charges against a BP executive who (they allege) had information about the magnitude of the Deepwater Horizon oil spill before that information was public.
In this article: BP
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Letting Qantas Go Bankrupt Would Be Good For Australia
Tuesday, March 4, 2014 1:24 PM EDT
When I was in my twenties I worked for the Government of Australia and I watched the privatisation of Qantas fairly closely. In those days the Finance Department swallowed the Qantas lobbying totally. What was good for Qantas was good for Australia.
In this article: QUBSF
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Mt Gox, Bitcoin, Hordes Of Chaos, Demons And Armies Of Orcs...
Tuesday, February 25, 2014 7:48 AM EDT
MtGox.com is a main exchange for Bitcoin. I am not inherently opposed to bitcoin as a small and interesting speculation (though I would not do it for my clients). I think bitcoin probably goes to zero - but only probably...
In this article: BITCOMP
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The Really Strange Comcast-Netflix Deal
Monday, February 24, 2014 12:40 PM EDT
The first comment here linked to an article which clearly understood this better than me. I am still perplexed - take this with a grain of salt.
In this article: VZ, CMCSA, NFLX
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I Am Out Of Tune With These Times
Friday, February 21, 2014 12:00 AM EDT
At core I am an old-fashioned value investor. Maybe a growth-orientated one - but the valuation has to make sense on fairly modest assumptions before I get excited.
In this article: GOOG, FB
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What's Up With Paying $19 Billion For WhatsApp?
Thursday, February 20, 2014 11:59 PM EDT
Yesterday Facebook did an acquisition that makes no sense to me. I had previously - on Twitter - questioned the $900 million paid by Rakuten (in Japan) for Viber. But that price looks modest compared to the price paid for the (much better) WhatsApp.
In this article: FB
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Blue Nile And Marc Andreesen's Theory Of Public Company Shareholders, Oh And A Valuation Of Amazon
Monday, February 10, 2014 12:00 AM EDT
Marc Andreesen has been toying with a theory of public company shareholder. In short "At any given time, public co's shareholder base consists entirely of one of: growth investors, value investors, arbitrageurs, or nobody. Let's take a look at Blue Nile and Amazon.
In this article: TIF, ZLC, AMZN, NILE
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Jerry Seinfeld On Jos. A. Bank And Men's Warehouse
Saturday, February 8, 2014 2:00 PM EDT
The Jos. A. Bank and Mens Warehouse pacman like dance fascinates me. These are companies I don't quite get selling products I don't want.
In this article: JOSB
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Senators For Billionaires: Edward Markey Edition
Wednesday, January 29, 2014 7:08 PM EDT
Long ago I thought that Bill Ackman's thesis on Herbalife was silly. It was "I am a billionaire hedge fund manager and I can get the government to help me". year later and Bill Ackman has managed to get a Senator to help him.
In this article: HLF
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Unfriending: When Social Media Becomes Meaningless
Tuesday, January 28, 2014 7:30 AM EDT
In a social media experiment, Bronte Capital unfriended all of his Facebook friends to see what ramifications there would be.
In this article: FB
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When The Hedge Doesn't Work
Sunday, January 26, 2014 12:00 AM EDT
If you hedge away all your risk, you hedge away all your returns.
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So Many Scams, So Little Time
Wednesday, January 22, 2014 7:45 AM EDT
Roddy Boyd has been chasing a dodgy fund manager. Today he got his man: Bryan Caisse was arrested in Bogota Columbia.
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Hat-tip: Francine McKenna On The Moral Bankruptcy Of The Audit Profession
Wednesday, January 15, 2014 12:00 AM EDT
Francine McKenna is a persistent critic of the audit profession. When you think the big four audit firms can't get any worse be prepared to be disappointed...
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Book Review: The Great Salad Oil Swindle
Saturday, January 11, 2014 10:04 PM EDT
This 1965 classic is a book about fraud and fraudsters and the dupes that allow them to thrive. And that is a story that is plenty relevant today.
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33 to 48 of 57 Posts
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