John Hempton, CIO of Bronte Capital, has a very interesting interview on Real Vision. He talks about Tesla, red flags and Japanese businesses. I also strongly suggest to check out his, http://brontecapital.blogspot.com/, which is always great to read.
What I like about John Hempton is the way he breaks down businesses and complex situations. I don’t agree with everything he says but his insights are welcome. He thinks differently about markets and businesses.
It was filmed in April 2019 and published on Youtube in September.