Archive - John Hempton's Newsletter

Trying to get access to Google's new agentic AI

Or how to deal with Google customer service

Jun 30 •

May 2025

When extend and pretend is a virtue

Beyond the Upstart jargon

May 6 •

November 2024

Industrial and Commercial Bank of China

A minor comment

Nov 16, 2024 •

October 2024

Brambles - some thoughts

After twenty five years of disappointments is it time?

Oct 27, 2024 •

Thinking aloud about Google remedies

Or the Justice Department screws up a good thing

Oct 10, 2024 •

July 2024

Some thoughts on the Andrew Left indictment

Or what happened to the short-seller investigation from the DOJ

Jul 27, 2024 •

June 2024

Hibbett – why did the management choose to sell – and should we accept?

The funds I advise are not activist funds – and we are generally not activist shareholders.

Jun 13, 2024 •

February 2024

Nvidia, Nano-X and the interpretation of 13F filings

The market seems quick to jump to conclusions

Feb 15, 2024 •

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.

Jan 7, 2024 •

October 2023

Sarepta Risk and the FDA

The capricious FDA, stock picking and should the FDA Commissioner be fired

Oct 31, 2023 •

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 •

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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