Sitemap - 2016 - John Hempton's Newsletter
UCB: Lower standards in Belgium
In praise of Donald Trump's conflicts of interest
Valeant, Salix, sales force and asset sales
On the freight train - how do you value Adidas?
Valeant and Philidor after the criminal charges
You might not like the TPP. You are going to like the alternative less.
The hated bounce: Elementis edition
Some comment on the Twitter buyout rumours
Some comments on the New York Times story about Donald Trump's tax returns
Comments on investment philosophy - part one of hopefully a few...
Fan blades - analysts adding value
Saturday night pop anachronisms
The end of Target's school charity program: demographic change or just bad management?
Albany International: a work program for a fund manager
Meta-information and insider trading
So which position will Mr Ackman exit: Herbalife or Valeant
Herbalife and the end of the world
Herbalife in the Sydney Morning Herald
Want a tough job - try collecting debt door to door in the council estates of Northern England
Some thoughts on the Medicare scare campaign
That moment when you realise that Nick Clegg is a better trader than you...
Some thoughts on very low interest rates
What passes for Japanese innovation now (Kirin edition)
Catching up with the Narwhal Empire in Nashville
The great matrimonial housing short-squeeze
Do you want to die with dignity? There is a coupon for that.
Mr Ackman's letter to the Allergan board
Questions for the Valeant conference call
The LA Times explores Valeant's business model
Being punished for doing the obvious: Peabody Energy Corp edition
A comment on negative gearing in the Australian property market
The amazing Zatarra Research piece on Wirecard
Mr Ackman, I forgive you. Mike fooled almost everybody...
Follow up on Norma Provencio, Valeant and Signalife/Heartronics