Gustavo Ballvé on June 13th, 2012
Banks, Food for thought, Home, Investment Themes, Mental models, Portfolio Management, Risk management, Signal or Noise

This blog’s most frequent contributor just recently reminded me of a source I had been neglecting of late: Bronte Capital. As the most recent post “The macroeconomics of Chinese kleptocracy” shows, it’s always entertaining and provocative, even though I sometimes don’t agree with their arguments. Since the statements sometimes jump the necessary explanation, it’s not easy to tell when they’ve done the homework. They usually get into the debate in the comments section, but comments nowadays are a drag to read because so much noise gets into even the best filters… That said, their post about the Facebook IPO – complete with a debate with another favorite source, The Epicurean Dealmaker – is also very interesting read.

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