John Hempton's Newsletter
John Hemptonquirky things in finance
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 1120 | Subscribers | Read | johnhempton.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Industrial and Commercial Bank of China
For reasons I do not need to discuss I find myself reading the annual report of Industrial and Commercial Bank of China - the world’s biggest bank.
Brambles - some thoughts
It is pretty rare on this blog that I write up a long case. And I have never written one up on a company whose origin is my home country (Australia).
Thinking aloud about Google remedies
I have just read the very minimal Justice Department court submission on Google remedies. It suggests that plaintiffs might propose all sorts of remedies to offset Google’s market power. However the submission includes very little actual re...
Some thoughts on the Andrew Left indictment
Those who follow the gutter-end of the stock market will already know of the indictment of Andrew Left - an early and prominent activist shortseller.
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Authors
The writers behind this newsletter.
Fund manager from Australia. Opinions are my own - including the (many) errors.
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