Sitemap - 2013 - John Hempton's Newsletter
The Amtrust "hit-piece": amateur hour short-selling from the once respectable Geoinvesting
Interoil: both longs and shorts look like fools
Roddy Boyd and degree of difficulty
Book review: The Great Salad Oil Swindle
Microsoft, the antediluvian tech giant
Jos A Banks and Mens Warehouse - a quick due diligence request
Google Plus will get your children murdered
A question for Tile Shop's institutional shareholders
Parachute falsification, the FDA and non-science
Fannie Mae: ain't it good to know that I have got a friend...
Tile Shop Holdings and the Gotham hit-piece
The FDA, statistics and fundamentalism
Does someone Tweet at the top?
I am so glad these people exist...
The perils of misinterpreting conference calls - Universal Travel Group and Priceline edition
The fraudsters have a better business model
An open letter to Alma Morales Riojas
A quick comment on Gabriel Resources
We interrupt for a brief Herbalife update
A quick thank you to Bill Ackman
The distinctly cooler Mr Hempton is the Odd Man Out
The bad guys won one this time...
A little Herbalife red-herring
Herbalife is addressing Bill Ackman's concerns...
Bronte is hiring - a follow up...
Good and bad MLMs: Pampered Chef, Herbalife and Nuskin
It was the night before Christmas... falsifying Bill Ackman's Herbalife thesis
Fraud/promote shorts versus valuation shorts
The conflict between managing funds and selling funds
Self assessment Monday: an old letter to a client...
Vodafone - Kabel Deutschland: Meet Vittorio Colao - the new Sir Fred Goodwin
Self assessment Tuesday: Alan Jones and Facebook... #fail
Please please China - make my day
Short selling and misrepresenting the truth - Infitialis edition
Practical lessons in assessing exotic risks
Spark Networks and the strange failure of sex-starved Jewish computer science undergrads...
An undisclosed cause: Mr Mulacek and Interoil
Charlie Ergen, patriot, scoundrel, thief: some comments on the Softbank vs DISH battle for Sprint
Speculating about the future of Apple in China
Once every few years I feel compelled to republish Alan Sokal
Cupid PLC's strange balance sheet
Wondering whether the social sciences are forever stuffed
Alliance Resources - prices received for coal over time
Gonorrhoea, online dating and credit card phising scams – examining Cupid PLC
Is Alliance Resources under-accruing workers compensation obligations?
Promising yield: Roddy Boyd on Brookfield Asset Management
Alliance Resources vs Patriot Coal
Verizon-Vodafone: it is time to go hostile
The end of Reader: what does it say about Google?
Further exploring the capital intensity of Alliance Resources
Vodafone: the only deal that makes sense
Alliance Resource Partners long term changes
Alliance Resources: astoundingly good - but why?
Revisiting Titanium Asset Management
Gulfport energy's accounts payable and accrued liabilities
Linn Energy: that did not work so well
Linn Energy per flowing barrel
Linn Energy: A bizarre definition of distributable cash hides really clapped out assets
Linn Energy's Queen Gertrude Moment
Another day - another strange Gulfport Energy related party transaction
Comment on the false New York Post story about the law enforcement investigation against Hebalife
Notes on visiting an Herbalife nutrition club in Queens
Bill Ackman either lacks imagination or has a touching faith in government