“When things aren’t what they seem, truth is found in the accounts.”
– John Hempton
John has been featured by many financial news organisations for his role in short selling Valeant while Bill Ackman was buying, and buying Herbal Life while Bill Ackman was short selling,
John’s blog has a popular following and it is reported that the White House read his blog about, chronicling the implosion of American sub-prime housing and the unfolding global financial crisis, in 2008.
Bronte Capital’s client’s letters are closely followed by the Worlds investment community and featured on investment websites such as ValueWalk.
Please Enjoy This Three Part Interview.
Selected Links from the Episode
How John describes himself & how to win friends and influence people the Warren Buffett way.
The importance of understanding the role incentives play in a businesses model – Best Buy Vs Circuit City & Harvey Norman Vs JB HiFi
Incentives drove the macroeconomics, Subprime Financial Organizations and the financial crisis
Investment Philosophy; the 60/40 portfolio
Shorting the Ugly Businesses
Once a scumbag always a scumbag, the Wolf of Wall St & GOLD the movie
The Dodge stockbroker, Why John asked his wife permission to join an adult online dating website and the Randy women living on the Shetland islands in Scotland.
Good things happen to bad people – Steve Madden & Katy Perry
Real money is made on the long side – The formula & Steve Mandel (Lone Pine Capital)
Bribing the middle man
Amazon Vs Barnes & Noble
The individual (retail) investors advantage
Three important questions every investor needs to answer