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Nvidia, Nano-X and the interpretation of 13F filings
The market seems quick to jump to conclusions
Feb 15
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John Hempton
36
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Nvidia, Nano-X and the interpretation of 13F filings
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January 2024
Hibbett - an informal stock note
The funds I manage owns roughly five percent of Hibbett - a retailer of street fashion and sporting equipment - and above all - sneakers. Researching…
Jan 7
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John Hempton
71
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Hibbett - an informal stock note
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October 2023
Sarepta Risk and the FDA
The capricious FDA, stock picking and should the FDA Commissioner be fired
Oct 31, 2023
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John Hempton
24
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Sarepta Risk and the FDA
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September 2023
Does anyone remember when Alnylam went up 50 percent in a day on a phase three result
The moment of truth has arrived
Sep 13, 2023
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John Hempton
6
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Does anyone remember when Alnylam went up 50 percent in a day on a phase three result
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August 2023
Purecycle and the good money after bad decision...
Has anyone got a hundred and twenty five million to help out a needy hedge fund?
Aug 22, 2023
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John Hempton
26
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Purecycle and the good money after bad decision...
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We can get some extra votes. Pity they are worthless and scumbags are in charge of governance.
Comments on Campari's shareholder loyalty votes
Aug 7, 2023
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John Hempton
16
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We can get some extra votes. Pity they are worthless and scumbags are in charge of governance.
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A summary of the AMC situation
Apes, movie theatres and squeezes
Aug 4, 2023
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John Hempton
25
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A summary of the AMC situation
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July 2023
An unpublished blogpost on AMP - one of the most mismanaged companies I have ever seen
Advance disclosure: I have no position long or short AMP. I have considered going long the company several times - but every time I have peeled back the…
Jul 5, 2023
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John Hempton
26
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An unpublished blogpost on AMP - one of the most mismanaged companies I have ever seen
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March 2023
AT1 Bonds: when to abandon your fund manager
It is not my fault... excuses for the deluded
Mar 21, 2023
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John Hempton
117
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AT1 Bonds: when to abandon your fund manager
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October 2022
An old story in modern times. Duncan Mavin's pretty darn good book on Greensill
One of the stories of the financial crisis is that the bankers that ran big institutions, who had billions entrusted to them, and who projected the air…
Oct 23, 2022
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John Hempton
6
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An old story in modern times. Duncan Mavin's pretty darn good book on Greensill
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August 2022
Coming soon
This is John Hempton's Newsletter, a newsletter about It is a small world, but I would not want to paint it..
Aug 1, 2022
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John Hempton
2
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Coming soon
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June 2022
The Wirecard Book
Dan McCrum - the Financial Times journalist - has released a blockbuster finance book - the story of Wirecard. The book is called Money Men: A Hot…
Jun 30, 2022
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John Hempton
6
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The Wirecard Book
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