1720 days ago
In this fifth edition of the ShareProphets Radio podcast sponsored by Riverfort Global Capital, this week, in order I discuss the morality of short selling or writing bearish articles, I interview a saint ( well in stockmarket terms) Malcolm Stacey who though a moral man is highly opininiated and has a tip or two, then I discuss Burford (BUR) then it is part two of the Sam Antar interview in which the king of the fraudsters looks at today’s fraudsters, Elon Musk & Tesla, AliBaba, we cover Burford and useless accountants and so much more. Enjoy. If you like this and can’t wait seven days for more of the same you should listen to my Bearcast every day.
3035 days ago
John Hempton of Bronte capital in Oz, was a star of the recent Gold & Bears show and is right now King of the Bears - you can see his performance HERE. I started looking at Alibaba (US:BABA) as a cracking short yesterday HERE but now bring you a Hempton article from a couple of months ago which is absolutely brilliant. Read this and then tell me if you believe a word that Alibaba claims. It is a slam dunk short. Over to the King of the Bears..
3036 days ago
I could not sleep last night so spent several hours looking at filings by Alibaba (US:BABA), the world's largest IPO. They seem red flag strewn and I would have this one down as a slam dunk sell for 2016. There will be more on this to follow but I am just putting a marker in the sand. Back in the UK I look at Gulf Keystone (GKP), African Potash (AFPO) and LGO Energy (LGO)
3508 days ago
Shares in Alibaba have raced ahead since its IPO and the Chinese internet giant (which could not get a HK listing away so is US listed is now valued at more than Wal-Mart. Are you temped or compelled to get on board? Personally I think the valuation is insane and am not wild about Chinese stocks in general. But what do you think? The deadline for voting is midnight Sunday and you can vote only once unless you are from Glasgow where it appears multiple voting is par for the course.
