Risk of Ruin

Zero, by Way of a Hundred

December 24, 2023
Zero, by Way of a Hundred
Risk of Ruin
More Info
Risk of Ruin
Zero, by Way of a Hundred
Dec 24, 2023

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_Hempton
John's Blog: http://brontecapital.blogspot.com/
Netflix documentary on Valeant: https://www.imdb.com/title/tt7909184/

Email the show: riskofruinpod@gmail.com
Follow the show on Twitter: https://twitter.com/halfkelly

Show Notes

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_Hempton
John's Blog: http://brontecapital.blogspot.com/
Netflix documentary on Valeant: https://www.imdb.com/title/tt7909184/

Email the show: riskofruinpod@gmail.com
Follow the show on Twitter: https://twitter.com/halfkelly