John Hempton, co-founder and Chief Investment Officer at Bronte Capital, is known for his unconventional approach to investing. In this discussion, he dives into the art of short selling and his fascination with tracking corporate fraudsters. Hempton shares insights on the infamous Wirecard scandal, revealing the shocking failures that allowed €1.9 billion to disappear. He also examines the risks of short selling, the moral dilemmas it presents, and the urgent need for regulatory reform to prevent corporate deceit.

John Hempton, CEO and co-founder of Bronte Capital, brings his sharp insights on the chaotic financial landscape. He discusses the irrational behavior of markets, the influence of Trump-era policies, and the speculative boom of trades like GameStop and Bitcoin. John emphasizes the need for nuanced investment strategies amid volatility and risk management. Additionally, he explores the impact of AI on job markets and highlights opportunities in undervalued European stocks. His blend of wisdom, strategy, and humor makes navigating uncertainty more accessible.

John Hempton, co-founder of Bronte Capital and seasoned bank analyst, shares insights into the perplexing state of bank stocks trading at 30-year lows. He discusses the declining profit margins in banking amid diverse interests rates, challenging conventional views on seeking 'value' investments. Hempton also reflects on strategies for navigating today’s high market valuations and draws parallels with the tech bubble of the early 2000s, emphasizing the importance of understanding business models and recognizing risk in investment decisions.

John Hempton, the fund manager and founder of Bronte Capital, returns to discuss the lessons learned from the COVID-19 pandemic. He reflects on initial miscalculations and the unpredictable nature of human behavior in investment strategies. The conversation shifts to value investing's challenges, particularly in light of technological changes, and recent insights into tobacco investments, examining risks and potential opportunities. Hempton's candid views on market dynamics and the socio-economic factors influencing investments offer a fascinating perspective on navigating today's economy.

John Hempton, the Chief Investment Officer and Co-Founder of Bronte Capital, is a maverick investor known for unearthing corporate fraud. He shares insights into his unconventional investment strategies and the challenges of the 10-year bull market. Hempton emphasizes the value of mentorship and seeks quality businesses while discussing key indicators of fraud. He also offers unexpected investing tips for young investors, advocating for early career guidance from good bosses and the importance of thinking independently in a competitive landscape.

John Hempton runs Bronte Capital, which generates its excess returns primarily through shorting fraudulent companies. John walks through a hypothetical short, explaining how they find it, how they size positions, and the kinds of returns that can be expected. He also discusses his shorts of Valeant Pharmaceutical and Wirecard.John Hempton on Twitter: https://twitter.com/John_HemptonJohn's Blog: http://brontecapital.blogspot.com/Netflix documentary on Valeant: https://www.imdb.com/title/tt7909184/Email the show: riskofruinpod@gmail.comFollow the show on Twitter: https://twitter.com/halfkelly

John Hempton, Chief Investment Officer of Bronte Capital and renowned for his expertise in short selling, shares his insights on identifying successful long investments. He delves into assessing corporate frauds and the challenges faced by new leadership at Solvay. The conversation also covers the dynamics of niche markets in the chemical industry and the traits of successful companies, emphasizing high entry barriers and strong brand reputation. Hempton reinforces the advantages of long-short investing and shares personal experiences that shaped his investment strategies.

Join John Hempton, an equity manager at Bronte Capital known for his insightful investment strategies, as he discusses the real crisis facing markets: COVID-19. He argues that central bank stimulus won't solve a virus problem—scientific intervention is essential. The conversation highlights stark differences in how countries are managing the pandemic. John shares how his fund thrived during market turbulence, advises investors to adopt a long-term view, and underscores the importance of prioritizing public health over financial fixes.

John Hempton, Chief Investment Officer and founder of Bronte Capital, shares insights into the current market landscape marked by volatility and retail trading phenomena like GameStop's short squeeze. He discusses 'Mass Mania,' explaining how unprecedented retail inflows create bubble-like conditions. John draws parallels between today’s market and historical speculative manias, emphasizing the importance of understanding risks for inexperienced investors. His seasoned perspective sheds light on navigating this chaotic investment environment.

John Hempton, founder and chief investment officer of Bronte Capital, dives deep into the art of spotting great long-term investments and uncovering fraud. He shares his journey from tax policy to forensic accounting, showcasing a unique blend of expertise. The conversation unveils strategies for strategic ownership in giants like Costco and Amazon, along with insights into identifying enduringly profitable companies. Hempton also discusses the vital role of activist investors in exposing corporate misconduct, emphasizing the balance between passion and success in finance.