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><channel><title>Finance &#187; Bronte Capital</title> <atom:link href="http://seriouslyfinance.com/category/publishers/bronte-capital/feed/" rel="self" type="application/rss+xml" /><link>http://seriouslyfinance.com</link> <description>real-time discovery by s.erious.ly</description> <lastBuildDate>Thu, 09 Sep 2010 07:48:26 +0000</lastBuildDate> <language>en</language> <sy:updatePeriod>hourly</sy:updatePeriod> <sy:updateFrequency>1</sy:updateFrequency> <generator>http://wordpress.org/?v=3.0.1</generator> <atom:link rel='hub' href='http://seriouslyfinance.com/?pushpress=hub'/> <cloud
domain='seriouslyfinance.com' port='80' path='/?rsscloud=notify' registerProcedure='' protocol='http-post' /> <item><title>Microsoft laid bare</title><link>http://feedproxy.google.com/~r/BronteCapital/~3/xQMNTFHc4i0/microsoft-laid-bare.html</link> <comments>http://feedproxy.google.com/~r/BronteCapital/~3/xQMNTFHc4i0/microsoft-laid-bare.html#comments</comments> <pubDate>Thu, 09 Sep 2010 02:21:00 +0000</pubDate> <dc:creator>John Hempton</dc:creator> <category><![CDATA[Bronte Capital]]></category> <category><![CDATA[Publishers]]></category><guid
isPermaLink="false"></guid> <description><![CDATA[When I started this blog I promised to explore the negatives in my stock positions at least in part because it forced me to think clearly. &#160;We have a small position in Microsoft - and there is news today which lays out precisely how crushed a comp...]]></description> <wfw:commentRss>http://brontecapital.blogspot.com/feeds/6267009909316784894/comments/default</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>A deregulation conundrum</title><link>http://feedproxy.google.com/~r/BronteCapital/~3/DrSrZVTAg-Y/deregulation-conundrum.html</link> <comments>http://feedproxy.google.com/~r/BronteCapital/~3/DrSrZVTAg-Y/deregulation-conundrum.html#comments</comments> <pubDate>Fri, 27 Aug 2010 20:34:00 +0000</pubDate> <dc:creator>John Hempton</dc:creator> <category><![CDATA[Bronte Capital]]></category> <category><![CDATA[Publishers]]></category><guid
isPermaLink="false"></guid> <description><![CDATA[I have just read Daniel Amman&#8217;s excellent biography of Marc Rich - the oil trader notoriously pardoned by Bill Clinton. &#160;I don&#8217;t want to get into the politics and ethics of the pardon other than to note that few things in it are black-...]]></description> <wfw:commentRss>http://brontecapital.blogspot.com/feeds/140710389136966499/comments/default</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Virtualization &#8211; one more benefit &#8211; and one more Hewlett Packard problem</title><link>http://feedproxy.google.com/~r/BronteCapital/~3/RYL5l30OA9E/virtualization-one-more-benefit-and-one.html</link> <comments>http://feedproxy.google.com/~r/BronteCapital/~3/RYL5l30OA9E/virtualization-one-more-benefit-and-one.html#comments</comments> <pubDate>Thu, 26 Aug 2010 05:26:00 +0000</pubDate> <dc:creator>John Hempton</dc:creator> <category><![CDATA[Bronte Capital]]></category> <category><![CDATA[Publishers]]></category><guid
isPermaLink="false"></guid> <description><![CDATA[The main market for virtualization is not desktop computers - it is servers. &#160;Rackspace for instance is really a business running virtual private servers.Rackspace claim 99.99 percent availability - but it did stuff up once and upset Michell Ma...]]></description> <wfw:commentRss>http://brontecapital.blogspot.com/feeds/4740360230090968028/comments/default</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>3Par &#8211; your blogger needs a brain transplant</title><link>http://feedproxy.google.com/~r/BronteCapital/~3/d3dpLDosGww/3par-your-blogger-needs-brain.html</link> <comments>http://feedproxy.google.com/~r/BronteCapital/~3/d3dpLDosGww/3par-your-blogger-needs-brain.html#comments</comments> <pubDate>Mon, 23 Aug 2010 22:08:00 +0000</pubDate> <dc:creator>John Hempton</dc:creator> <category><![CDATA[Bronte Capital]]></category> <category><![CDATA[Publishers]]></category><guid
isPermaLink="false"></guid> <description><![CDATA[I have just done a huge amount of work on virtualization (see the recent "geek" posts here and here and here and the post on Dell). &#160;I worked out where Dell was going on virtualization and understood that HPQ was likely to play "catch-up". &#160;(...]]></description> <wfw:commentRss>http://brontecapital.blogspot.com/feeds/5910978575033804869/comments/default</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>A guide to the Australian election for non-Australians</title><link>http://feedproxy.google.com/~r/BronteCapital/~3/2KPGymbhvG0/guide-to-australian-election-for-non.html</link> <comments>http://feedproxy.google.com/~r/BronteCapital/~3/2KPGymbhvG0/guide-to-australian-election-for-non.html#comments</comments> <pubDate>Sat, 21 Aug 2010 23:45:00 +0000</pubDate> <dc:creator>John Hempton</dc:creator> <category><![CDATA[Bronte Capital]]></category> <category><![CDATA[Publishers]]></category><guid
isPermaLink="false"></guid> <description><![CDATA[I have already been asked by email what the Australian election result means and what will result from it.&#160; At this point I do not know – and frankly nor does anybody else.&#160; However I hope – and removing my politics from this – to give ...]]></description> <wfw:commentRss>http://brontecapital.blogspot.com/feeds/2754467955019915212/comments/default</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Dell and virtualization</title><link>http://feedproxy.google.com/~r/BronteCapital/~3/hnbcFfbrKjI/dell-and-virtualization.html</link> <comments>http://feedproxy.google.com/~r/BronteCapital/~3/hnbcFfbrKjI/dell-and-virtualization.html#comments</comments> <pubDate>Fri, 20 Aug 2010 23:47:00 +0000</pubDate> <dc:creator>John Hempton</dc:creator> <category><![CDATA[Bronte Capital]]></category> <category><![CDATA[Publishers]]></category><guid
isPermaLink="false"></guid> <description><![CDATA[I recently posted three long pieces on computing and virtualization. &#160;There were two trends that mattered.(a). &#160;Enterprise computing was moving to the cloud - sometimes an external cloud - but more often-than-not an enterprise cloud. &#160;Co...]]></description> <wfw:commentRss>http://brontecapital.blogspot.com/feeds/252550413702550228/comments/default</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Astarra weekend edition: some of my best friends are architects</title><link>http://feedproxy.google.com/~r/BronteCapital/~3/qqpZkQT8qnE/astarra-weekend-edition-some-of-my-best.html</link> <comments>http://feedproxy.google.com/~r/BronteCapital/~3/qqpZkQT8qnE/astarra-weekend-edition-some-of-my-best.html#comments</comments> <pubDate>Sun, 15 Aug 2010 07:51:00 +0000</pubDate> <dc:creator>John Hempton</dc:creator> <category><![CDATA[Bronte Capital]]></category> <category><![CDATA[Publishers]]></category><guid
isPermaLink="false"></guid> <description><![CDATA[Some of my best friends are architects…  Actually my wife is an architect – so I risk marital issues by ripping into the profession for the vacuous waffle-bags they are.  Well sometimes are.  I present to you McNally – an Australian architecture ...]]></description> <wfw:commentRss>http://brontecapital.blogspot.com/feeds/7707969552419205243/comments/default</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Microsoft – an accounting geek’s summarizes his purpose and lessons</title><link>http://feedproxy.google.com/~r/BronteCapital/~3/yN2KHPPnkSk/microsoft-accounting-geeks-summarizes.html</link> <comments>http://feedproxy.google.com/~r/BronteCapital/~3/yN2KHPPnkSk/microsoft-accounting-geeks-summarizes.html#comments</comments> <pubDate>Thu, 12 Aug 2010 11:07:00 +0000</pubDate> <dc:creator>John Hempton</dc:creator> <category><![CDATA[Bronte Capital]]></category> <category><![CDATA[Publishers]]></category><guid
isPermaLink="false"></guid> <description><![CDATA[This is not a post with investment conclusions.&#160; It is more a little about my own voyage.&#160; If you want the stock posts read the last two posts in order.  My purpose  The purpose of this blog (as stated in my profile) is:     to explore invest...]]></description> <wfw:commentRss>http://brontecapital.blogspot.com/feeds/8875678658722317895/comments/default</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Follow up on the “geek post”</title><link>http://feedproxy.google.com/~r/BronteCapital/~3/q8COaUKl1bc/follow-up-on-geek-post.html</link> <comments>http://feedproxy.google.com/~r/BronteCapital/~3/q8COaUKl1bc/follow-up-on-geek-post.html#comments</comments> <pubDate>Mon, 09 Aug 2010 08:43:00 +0000</pubDate> <dc:creator>John Hempton</dc:creator> <category><![CDATA[Bronte Capital]]></category> <category><![CDATA[Publishers]]></category><guid
isPermaLink="false"></guid> <description><![CDATA[I never realized I had quite so many super-smart and geeky readers.&#160; The quality of comments – especially those that came through my inbox – was amazing.&#160;   This post attempts a synthesis.&#160; That is difficult because many of the super...]]></description> <wfw:commentRss>http://brontecapital.blogspot.com/feeds/3769425683943329888/comments/default</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>A fund manager experiments in geek&#8230;</title><link>http://feedproxy.google.com/~r/BronteCapital/~3/W3pT72i6kP8/fund-manager-experiments-in-geek.html</link> <comments>http://feedproxy.google.com/~r/BronteCapital/~3/W3pT72i6kP8/fund-manager-experiments-in-geek.html#comments</comments> <pubDate>Thu, 05 Aug 2010 23:59:00 +0000</pubDate> <dc:creator>John Hempton</dc:creator> <category><![CDATA[Bronte Capital]]></category> <category><![CDATA[Publishers]]></category> <category><![CDATA[EULA]]></category><guid
isPermaLink="false"></guid> <description><![CDATA[Forgive a long post – but I suspect this might develop into a theme.&#160; My business partner thought I should break this post up – but I figured I should put the outline in one place and refer back to it.&#160; There may be follow ups but this st...]]></description> <wfw:commentRss>http://brontecapital.blogspot.com/feeds/4543379636912051825/comments/default</wfw:commentRss> <slash:comments>0</slash:comments> </item> </channel> </rss>
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