Weekend edition: a stunning rescue at Bronte
I am an irregular amateur lifesaver at Bronte Beach. Bronte however is patrolled by professional lifeguards - the same guys who star in the Bondi Rescue tv show. Us amateurs help out when it gets really crowded on weekends but I know who ha...
Northern Oil and Gas – the source of the strange auditor
There are lots of things that I do not know about Northern Oil and Gas. The thing I would most like to know are the flow rates on their wells at initial, six month, twelve months, eighteen months and twenty four months. The decline rates of...
The Street Sweeper on Northern and Voyager: Part 2
The Street Sweeper has published Part II on Northern Oil and Voyager Oil.
Linked without comment.
Northern Oil and Gas: It’s only a Northern Song
I have been sitting on this post for while pending the publication of an article by Mellisa Davis (of The Street Sweeper). She has now gone public quoting me - so here is something I have been working on.
High growth subprime companies ...
China Agritech: How should I reply to Kevin Theiss re China Agritech?
Forgive me a brief gloat about a successful short.
China Agritech has fired its auditor after the auditor threatened to resign. NASDAQ has suspended the stock and there is no indication of when it will trade again.
The Carlyle representative on...
Weekend edition: Spoof of Brian Cox’s Wonders of the Solar System
Brian Cox leaves me gob smacked. He is blisteringly smart but wears it with an easy rock-star charm. (Before he was a top-flight Physics Professor he was literally a pop star with chart topping hits.) His Einstein for beginners book is...
Danger danger: The Wall Street Journal has no idea on how to do hedge fund due diligence
About 30 percent of Bronte's portfolio is shorting frauds. We are very good at identifying frauds: we are experienced and diligent.
Alas some members of the fourth estate – often those with high profile mastheads – have no idea what they are...
Danger danger: The Wall Street Journal has no idea on how to do hedge fund due diligence
About 30 percent of Bronte's portfolio is shorting frauds. We are very good at identifying frauds: we are experienced and diligent.
Alas some members of the fourth estate – often those with high profile mastheads – have no idea what they are...
What the demise of China Media Express says about the demise of Hank Greenberg and AIG
I met Hank Greenberg in late 2000. He was chatting mostly to Ajit Jain – the Berkshire Hathaway reinsurance impresario and I was a spare wheel. But Hank was I thought the most impressive person I had ever met. He name-dropped shamel...
Banking and supercatastrophe
The second substantive post on this blog was about 77 Bank - a bank in Sendai - the capital of Miyagi Prefecture. This is the epicenter of the Tsunami/Earthquake damage.
The original post - like this blog at the time - probably had less than 20...
China Media Express: all will be revealed
China Media Express (Nasdaq:CCME) has been my favorite drama on Wall Street (see posts here and here and here).
The stock is now suspended without news. We do not even know who called for the suspension.
It is time for the big reveal...
Just t...
