Sitemap - 2014 - John Hempton's Newsletter
One from the archives: The guy in charge of purchasing acreage at Northern Oil and Gas
Northern Oil and Gas: Michael Reger's deeply misleading tweet
Thanksgiving post - an Australian feast
Valeant Part XIII: channeling Jeff Skilling - or trying to reconstruct Valeant's balance sheet
Nu Skin's capital structure makeover
Identifying at least one Herbalife customer
Assessing the state of Nu Skin's China business - Part 2
Assessing the state of Nu Skin's China business - Part 1
Follow up to the Pershing Square insider trading post
In defense of the Pershing Square analysts
Roddy Boyd has more patience than me in chasing down stock hucksters
Nouvelle Vague live in Cologne
The Gobi Desert people like their Nu Skin, so do Wild Yaks, Donkeys and Bears
Nu Skin's remarkable store opening plans in China
Uyghur women like their Nu Skin
Richard M. Hixson pardoned Nu Skin
Valeant Pharmaceuticals Part XII: the rolling solvency calculation
Nuskin - an MLM with wonky accounts
My sincere best wishes to Bill Ackman: Fannie Mae and Freddie Mac edition
Valeant Pharmaceuticals part XI: Less luscious lips
Valeant Pharmaceuticals Part X: a follow up on the sale of facial injectables
Bill Ackman's new best friend: Vladimir Putin
More than ten thousand tonnes of fuel stolen: African Minerals edition
For kicks: just how big is Herbalife? And a simple proof that this is not a pyramid.
Valeant Pharmaceuticals Part IX: A comment on the sale of the facial injectables business
Herbalife, Gangnam Style, Bali, Indonesia
Fatal Risk: Beach Reading - a great book to start even if you don't quite finish
Herbalife clubs - another experience
Herbalife and selective editing
Valeant Pharmaceuticals Part VIII: product sales distribution from the department of "really".
The miserable circle of bad service: Telefonica edition
Valeant Pharmaceuticals Part VII: First notes on the special conference call
Valeant Pharmaceuticals Part VI: a first question on corporate jets
Valeant Pharmaceuticals Part V: Share pledges
Valeant Pharmaceuticals Part IV: Fact based discussions about the reduction of debt
Valeant Pharmaceuticals Part III: Assessing the one-off charges from the Medicis merger
Valeant Pharmaceuticals Part II: GAAP and non-GAAP accounts
Valeant Pharmaceuticals International: an extended look
Just what Canada needs: more exposure to a resource/China driven economy
The lesson of today's New York Post Herbalife story
The New York Times pile onto Insys
Insys Therapuetics issues a statement
Insys Therapeutics: drug dealers and the Feds. Can the business survive?
Further explanation re Gulfports quarterly guidance
Gulfport Energy's (GPOR) guidance
Just how weak are Bill Ackman's examples?
Passed out and fully plastered: a comment on free drugs in America
The Better Business Bureau does not agree with Bill Ackman on Herbalife
What if anything is civil insider trading?
Charlotte: an old meeting with Bank of America
American Airlines vs Herbalife
Herbalife internal consumption: a comment
Letting Qantas go bankrupt would be good for Australia
Mt Gox, bitcoin, Hordes of Chaos, Demons and armies of Orcs...
The really strange Comcast-Netflix deal
I am out of tune with these times
Blue Nile and Marc Andreesen's theory of public company shareholders, oh and a valuation of Amazon
Jerry Seinfeld on Jos. A. Bank and Men's Warehouse
Get your opiates for free: Capitalism meets the zombie apocalypse
A metadata summary: the Herbalife letters
Michelle Celarier is sitting on a major story
Michelle Celarier is mistaken about her sources
Senators for billionaires: Edward Markey edition
Hat-tip: Francine McKenna on the moral bankruptcy of the audit profession
The Steve Madden counter example: one from the archive
Taoist temples and local blindness
Xero and the precious petals of New Zealand funds management