undefined | Better HN

0 pointseej716y ago0 comments

While it can certainly color Bronte Capital's motivations, the author of the paper (John Hempton) has generally been forthright in his analysis of other companies and his analysis of GE doesn't seem different from his other comments.

0 comments

msbarnett6y ago

Sure. But “they have skin in the game therefore the analysis is invalid irrespective of any actual criticism of the content of the analysis, which I have not bothered to mention” is OP’s insinuation, not mine.

I’m just pointing out that that cuts both ways. If there’s a problem with Markopolus’ report it should be critiqued on its merits. OP didn’t bother to bring any of that forward and just focused on shortselling.

j / k navigate · click thread line to collapse

0 pointseej716y ago0 comments

0 comments

msbarnett6y ago

j / k navigate · click thread line to collapse