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Good Discussion on Bronte Capital’s long thesis on Herbalife
Link at Partner site Stocks DD-> http://stocksdd.blogspot.com/2013/01/comments-to-bronte-capitals-thesis.html
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2 Responses to Good Discussion on Bronte Capital’s long thesis on Herbalife
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- Lesliejek on Chat transcript regarding the NGAL distr. Agreement with the Wiener Group. (In danish)
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- James Rolitson on Good Discussion on Bronte Capital’s long thesis on Herbalife
Amalthea Performance – Bronte Capital – has completely lost their marbles, what a dog.
Their performance is terrible and they are all over the place.
Time to withdraw and get out now.
John Hempton is spending his time chasing butterflies.
Bronte Capital has returned -1.2% over the last 12 months.
What is the expected returns moving forward?
Are they focused on their business?