John Hempton's Newsletter
John Hemptonquirky things in finance
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 1122 | Subscribers | Read | johnhempton.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Trying to get access to Google's new agentic AI
Google has a new (but in this case trial) agentic AI. It is called Project Mariner.
When extend and pretend is a virtue
Just a short post to ask a simple question about Upstart. ($UPST - disclosure:short).
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).
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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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