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
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
My pick for CEO dead pool: Omar S Ishrak at Medtronic
Hempton at the Smithfield Sunday Sessions
The Carlyle Group and the Sun Yee On Triad
Carlyle's China problem: some questions for David Rubenstein
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
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
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
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 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.)
Follow up to the small cap post - and some notes on SuperValu
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
Diamond foods - what the press releases says and does not say...
Mr Fred allows me a victory lap...
Does my butt look fat in this?