Sitemap - 2012 - John Hempton's Newsletter

Hewlett Packard Pension Fund - a final post

Bill Ackman enters the city of Stalingrad

Fushi Copperweld: A Christmas present from the China Development Bank and Abax Captial to arb funds

Hewlett Packard's total return swaps

Clouds

Trade total return swaps like Gretchen Tai: a follow up on the HP Pension Fund post

Gretchen Tai: possibly the best fund manager you have never heard of

Trust me - I run a pyramid marketing scheme

Celebrating the impending birth of the future King or Queen of Australia

Hewlett Packard versus Apple advertising budget

Coca Cola versus Hewlett Packard advertising

Hewlett Packard and Autonomy: notes from my Santangels presentation

The Alan Jones Facebook experiment

Journos and short sellers getting it wrong

Scepticism and good finance journalism: Focus Media edition

Great Northern Iron and the persistence of worthwhile counterparties

The cost of not calling Kroll

My pick for CEO dead pool: Omar S Ishrak at Medtronic

CEO dead pool

Hempton at the Smithfield Sunday Sessions

The Carlyle Group and the Sun Yee On Triad

Carlyle's China problem: some questions for David Rubenstein

Focus media bank loans

Witnessing an assault

Canny Chinese Securities Firms

Focus Media: what happened to the airports?

Visiting New York, speaking at the Santangels conference

Weekend edition: Mark Seymour and Eddie Vedder

Focus Media revenue plausibility test: Part two

Focus Media plausibility test part one

Focus Media: Three interpretations - which one is right

Follow Bill Bishop's twitter feed now

The choice of lawyers in Tortola: Focus Media counterparties edition

Chinese due diligence: Focus Media style

Focus Media: some follow up to the post about the loan from Jiang Weiqiang to the company

Focus Media giving away cash?

Puzzled at the wealth of Chinese civil servants - Jiang Weiqiang and Focus Media edition

Focus Media: calculating losses on disposal

Focus Media: One strange disclosure, three interpretations

Death, Ferraris and naked exotic girls: racism, politics and garbage data in China

The mysterious case of the disappearing competitor: Focus Media edition

Focus Media - the key post: Four interpretations of the accounts

Focus Media - focus on movie screens

Focus Media - big rewards and big risks for private equity firms

Focus Media - my new obsession (corrected version)

Focus Media: My new obsession - original version with annotations

Good due diligence is defined by the deals you walk away from

Pricewaterhouse Coopers - the see-no-evil audit firm

T-Mobile to go private with the Sole True Hero!

Advice from the gardening column: XP Power edition

Something is happening here and you don't know what it is - do you Mr Hempton: Richemont edition

Richemont: waiting for the bullet

Weekend edition: Car Dealers

Changing my mind on Microsoft

Italy, Portugal, Greece, Spain, Australia: Some comments on Vodafone's rusults

I had an incredibly precise dream...

Supervalu and the Wayne Gretzky school of value investing

Weekend edition: Australian pop stars twenty years later

Central bankers opposed to functioning markets

Duties morality and short-selling: Part 2

Duties, morality and short selling

Coronado Biosciences is not exactly kosher

China and the shiny stuff

Follow up to the China kleptocracy post

Distractions: winter in Sydney

The Macroeconomics of Chinese kleptocracy

SEFE, balloons and other spark attracting bubbles

How business decisions are made in a boom: Fortescue Metals edition

Weekend diversions (which I think you may need after a Friday in the markets like that...)

Gulfport Energy and Wexford Capital Part VII: The independence of reserve assessment

Diversions: Greetings to the New Brunette

The Epicurean Dealmaker replies to my Facebook post

Facebook and the sad case of ethical investment bankers

Santander: The lady doth protest too much...

Santander Preferreds: Are North American Grandmothers brave, ignorant or insane?

Gulfport Energy and Wexford Capital (Part VI): The independent directors

Gulfport Energy and Wexford Capital Part V: Parsing Gulfport's cash flow statement

Gulfport Energy and Wexford Capital (Part IV): What is left after Gulfport sells the Permian Assets to a Wexford Related party?

Gulfport Energy and Wexford Capital: Part 3

Astarra Trio: report of the Parliamentary Inquiry

That is not a bubble. This is a bubble...

Wexford Capital and Gulfport Energy

A stock called Comedy: the joke is on someone or other

The question I wanted to ask at the Berkshire meeting

Thoughts on the Berkshire meeting and a comment on long term care reinsurnace

Huabao Suspends Trading After Falling on Short-Seller Report

Do I have any blog readers in Istanbul?

Daddy you are more evil than I thought

Lessons in my laundry: Italian edition

Lessons in my laundry: Hong Kong edition

Phil Falcone tries to rip off taxpayers

What mega-fund managers care about

Some hope in American politics

When did the US constitution cease to matter? (Oh, and a comment on the alleged New York Madam.)

If you don't have enough cash you can't fix problems with your tool and you might lose all your properties

Follow up to the small cap post - and some notes on SuperValu

In praise of Frank Lowy

When your tool fails your stock drops 35 percent

Why I do not like small cap stocks much at the moment

When you think you made a great purchase (Warren Buffett edition)

Senseless Chinese capital expenditure: Trina Solar edition

Titanium Asset Management - notes on paper trading and murder

Why Falcone's plan B should be rejected

Why Phil Falcone is like the most loopy left-wingers in America

Dear Shareholder: the woman from the Propaganda Department will now provide you information

Stocks: you can fondle them and they might put rohypnol in your drink and steal your wallet. A comment on Warren Buffett's recent fortune piece.

Diamond foods - what the press releases says and does not say...

Lightsquared - some comments

Mr Fred allows me a victory lap...

Does my butt look fat in this?

Sky People Fruit Juice and the trials of a short seller

Diversions: Wild is the wind

Tesco - request for comments