# John Hempton

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Zero, by Way of a Hundred

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…

Episode 119: John Hempton - Cutting through the uncertainty

John joins David again to discuss the current market uncertainty and how Bronte Capital is choosing to invest. John touches on several key topics that are currently being discussed by investors. such as Russia's invasion of Ukraine, the impact China's Covid-Zero policy is having on supply chains, …

Thoughts on Averaging Down and A Rough Dive on $BOOT

In this episode, I go over my thoughts on the idea of averaging down into an idea. Plus at around the 30 min mark, I go into a rough dive on Boot Barn, $BOOT, a western fashion-focused retailer that has seen some serious growth over the past two years. In the end, I don't think I'll be doing a deep…

The Long (and Short) of It, featuring John Hempton from Bronte Capital

In this episode of HedgeD, we pick well-known hedge fund manager John Hempton's brain on what makes a good long investment. John is probably best known for his short selling abilities, but others have already adequately covered that topic so, instead, he walks us through his framework for assessin…

Ian Bezek - Emerging Value

Ian Bezek stops by The Business Brew to discuss his thesis on why emerging markets, specifically Colombia and Mexico, might be extraordinary value today.  Ian is best known for his investment writing, which supports his day to day life.  His primary focus is Latin America. So much so that he move…

Charles Lemonides - ValueWorks

Charles Lemonides, founder and CIO of ValueWorks LLC, stops by The Business Brew to discuss his investment philosophy. Charles started his career as a high yield bond analyst. Over time, he gravitated towards equity. In this episode he says "I find the best investment opportunities are where you ca…

Ep 184: John Hempton - Market Madness & Future Opportunities: Investing in Uncertain Times

David Clark welcomes back the brilliant John Hempton, CEO and co-founder of Bronte Capital, to discuss the chaos and opportunities in today’s financial landscape. Known for his sharp insights and global investment acumen, John unpacks why markets seem irrational today. From the rollercoaster impact…

Laya's Way Home - part 2

Laya Semler was the last Jew sent to a concentration camp from Wennigsen, Germany, in 1945. Her non-Jewish husband Adolf was sent to slave labour for not denouncing her.  Both survived. Now, Wennigsen has invited their Australian family back, to commemorate Laya and Adolf’s incredible story of cour…

#4 Collateral Damage Mule

From gullible to guilty: how a work-from-home job scam stole $255,000 and turned a Melbourne mum into a money launderer for Chinese organised crime scammer, Neala. Discover the dark world of socially engineered job scams—a growing crisis costing victims billions. Discover how manipulative Neala use…

All things finance with Byrne Hobart

Byrne generates one of the highest insights per unit of speech or writing I’ve come across. Some of what we covered + highlights: Interest rates and bubbles Why interest rates have been declining over the long run Low interest rates and private / public market valuations Structural sellside opti…