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Andrei Volgin

 
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  • Herbalife Ltd. beats by $0.21, beats on revenue [View news story]
    The amount did not change. Only HFL can call the same number "accelerate". Icahn is learning fast from Herbalife's management :)
    Apr 28 05:46 PM | Likes Like |Link to Comment
  • More on Herbalife Q1 results [View news story]
    "Common shares to be repurchased: $581M."

    No, $255m has been spent already, and they spent it buying shares from their own executives (smart, huh?) Only $326m is left for repurchases.
    Apr 28 05:00 PM | 5 Likes Like |Link to Comment
  • More on Herbalife Q1 results [View news story]
    No dividend means it is now cheaper to carry a short position.
    Apr 28 04:46 PM | 6 Likes Like |Link to Comment
  • Herbalife Ltd. beats by $0.21, beats on revenue [View news story]
    Interestingly, over half of all share repurchases are under 10b-5 plan, which means the company is mainly buying shares from its own executives. Individual investors will be left holding the bag, as usual.
    Apr 28 04:44 PM | 2 Likes Like |Link to Comment
  • Herbalife Ltd. beats by $0.21, beats on revenue [View news story]
    Elimination of a dividend makes it cheaper to carry a short position.
    Apr 28 04:40 PM | 2 Likes Like |Link to Comment
  • Facebook's CC: Messenger users top 200M; slower ad growth expected [View news story]
    Banks are cutting employees, not hiring. As an investor, you should be excited when costs are cut.

    Facebook employees are very expensive. Salaries are up 10% on average this year across all technology companies. Add this on top of 39% increase in employee count, and their costs are growing way faster than revenues.
    Apr 24 12:36 PM | 1 Like Like |Link to Comment
  • Facebook's CC: Messenger users top 200M; slower ad growth expected [View news story]
    Facebook is not a startup anymore. It has 1bn users and many thousands of employees. The fact that they needed to hire 39% more employees is a huge red flag - Facebook is not Wal-Mart, FedEx or even Amazon. Most of their new products flopped, but they keep hiring. You are welcome to ignore this warning sign, but when the stock drops 50%, look back at this moment.
    Apr 24 12:09 PM | 1 Like Like |Link to Comment
  • Facebook's CC: Messenger users top 200M; slower ad growth expected [View news story]
    When a number of employees is growing faster than the number of users, or revenues, it's not a good sign.
    Apr 23 10:09 PM | Likes Like |Link to Comment
  • I Thought Twitter's User-Base Problem Was Bad - It's Atrocious [View article]
    You are making my point: only 74k retweets out of 45 million followers is not impressive (0.16%).

    If Bieber was a stock, I would have shorted it too.
    Apr 16 03:25 PM | 1 Like Like |Link to Comment
  • I Thought Twitter's User-Base Problem Was Bad - It's Atrocious [View article]
    And how do you know that number? How many of the "followers" actually read the tweets? When users stop using Twitter, they don't bother to "unfollow" every account. I am still counted as a follower on a few dozen accounts, even though I have not used the service in almost a year.
    Apr 16 02:21 PM | 1 Like Like |Link to Comment
  • I Thought Twitter's User-Base Problem Was Bad - It's Atrocious [View article]
    "I’m already hearing kids in high school comment that Twitter is for old people," says Zappos founder. (http://onforb.es/1gB7IGz)

    My kids think the same. This is a growing sentiment that I see everywhere, and it spells a major trouble for Twitter.
    Apr 16 01:58 PM | 1 Like Like |Link to Comment
  • I Thought Twitter's User-Base Problem Was Bad - It's Atrocious [View article]
    @zeeman1

    Startup companies that want to look cool and popular, and/or to fool investors.
    Apr 16 01:53 PM | 2 Likes Like |Link to Comment
  • I Thought Twitter's User-Base Problem Was Bad - It's Atrocious [View article]
    Emerging technology does not make a good investment. Just ask people who invested in MySpace (one of the first social networks), AOL, Yahoo or Blackberry.
    Apr 16 03:30 AM | 3 Likes Like |Link to Comment
  • Twitter co-founders, CEO to keep shares as lockup expiration looms [View news story]
    $5bn is a lot of money for a company that may never be profitable (using the honest, GAAP basis).
    Apr 14 08:40 PM | 1 Like Like |Link to Comment
  • Twitter co-founders, CEO to keep shares as lockup expiration looms [View news story]
    And WhatsApp is growing like crazy, while Twitter is not.
    Apr 14 03:09 PM | 1 Like Like |Link to Comment
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