John Hempton's Newsletter
John Hemptonquirky things in finance
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 1129 | Founded | 4 years ago | Last Issue | 9 days ago |
| Active | |||||
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johnhempton.substack.comLatest Issues
The last Bristol Myers' blog post was wrong on the core thesis
Oops.
My core thesis on the first Bristol Myer’s blog post was wrong. I thought there would not be a statistically significant survival benefit between the ivonescimab (the PDL1-VEGF bispecific) and a PD1 alone.
The overall survival curve...
A non-consensus thesis: the forthcoming demise of Bristol Myers Squibb.
This is the first of what may be many blog posts about Bristol Myers Squibb. My thesis — outlined below — is that
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Bristol Myer faces enormous loss of revenue from patent cliffs
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Bristol Myers bought back too many shares at high p...
Some Australian tax policy proposals
This is a post about Australian tax policy. It won’t mean a lot to my mostly international readers and without a long briefing in Australian tax law and politics you will have little chance. Sorry - this post is not for you.
If inter...
Brambles - the pallet maintenance issue
I wrote up Brambles as a rare long a few years ago. You can find the link here.
This is a company with a long history of over-promising and under-delivering. It was hated by the Australian financial market for a reason.
The new CEO - Gra...
If you want a pardon, try not to be associated with Hunter Biden
In May last year David Gentile and Jeffry Schneider received long prison sentences.
They were convicted of running a very large private equity fraud/ponzi known as GBP Capital. The Justice Department release can be found here:
https://www...
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The writers behind this newsletter.
Fund manager from Australia. Opinions are my own - including the (many) errors.
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