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  • Yongye International (YONG): Is Their Story Too Good To Be True? [View instapost]
    hi martin929:

    how is that big long position doing? lol.
    Apr 12 02:32 AM | 0 Likes Like |Link to Comment
  • Zynga After The U.K. Gambling Sites' Release [View article]
    how about the fact that Zynga makes no net profit and has a negative book value.
    Apr 9 01:40 PM | 1 Like Like |Link to Comment
  • Deceived By Correlations: A Quant Conundrum [View article]
    the real problem is that you can't predict coorelation going forward.
    Apr 9 01:40 PM | 0 Likes Like |Link to Comment
  • Why The Market Is Missing The Point On Ambow Education, A Strong Buy [View article]
    If you liked the stock at $3.21, you must really like it now at $.95. are you getting the point yet?
    Mar 27 11:24 AM | 1 Like Like |Link to Comment
  • Yongye: When A Halt Is Just A Start [View article]
    YONG's story is silly on its face. It was obviously a fraud upon my first hearing about it and readings its 10k. I published an article explaining that years ago.
    Mar 27 10:59 AM | 0 Likes Like |Link to Comment
  • Herbalife: What Exactly Is In Peter Vander Nat's Paper And Why Bill Ackman Is Wrong [View article]
    If those numbers are tre and accurate. That may be a big if.
    Feb 25 11:30 AM | 0 Likes Like |Link to Comment
  • Herbalife: What Exactly Is In Peter Vander Nat's Paper And Why Bill Ackman Is Wrong [View article]
    You said if I tried the product, I would find it of very high quality and beneficial. I Fred the product, I did not fid it of very high quality, nor did I find it beneficial. In fact, I found quite the contrary in both cases. Your prediction was empirically proven false. Case closed.
    Feb 25 11:30 AM | 3 Likes Like |Link to Comment
  • Herbalife: What Exactly Is In Peter Vander Nat's Paper And Why Bill Ackman Is Wrong [View article]
    Bill ackman's case against herbalife is far, far different than you have portrayed. It is as if you are describing the strenghth of the u.s army, and concluded it depended on the ability of the medical staff to defend itself and then analyzed that one new, weakly nurse would have difficulty defending herself, and then concluded, therefore, that the us army was very weak.
    Feb 24 05:10 PM | 3 Likes Like |Link to Comment
  • Corning: A Glass Definitely Half Full [View article]
    corning looks interesting. What is missing from you article is a discussion of the economics of the business, although you are not alone in that, it seems almost every article lacks that. for an example of what I mean by a discussion of the business economics, take a look at Warren Buffet's discussion of Borsheims and the jewelry business. See http://bit.ly/11XQRMf
    Feb 21 02:10 PM | 0 Likes Like |Link to Comment
  • Hedge Funds: Are They Just Smooth Operators? [View article]
    Every hedge fund is different, so trying to lump them all together doesn't make a lot of sense to me. Most hedge funds overcharge, imo, and underperform. You can't adjust for risk afterwards, unless you knew the odds at the time an investment was made. The modern financial definition of risk is complete nonsense, so "risk-adjusted" returns under that definition tells you virtually nothing of value.
    Feb 21 02:10 PM | 0 Likes Like |Link to Comment
  • Corning: A Glass Definitely Half Full [View article]
    Corning definitely appears worth looking into. do you know and can you explain the economics of the business? for an example of what I mean, look at this letter from Buffett about the economics of borsheims and the jewelry business.
    http://bit.ly/11XQRMf
    Feb 21 02:10 PM | 0 Likes Like |Link to Comment
  • AIG Earnings Preview: Slower Quarter On Deck [View article]
    my suggestion is to stop worrying about quarterly earnings and look at the bigger picture and the long term prospects for the business. AIG appears very undervalued to me, regardless of whether they meet, exceed, or fail to meet analysts estimates.
    I have yet to understand the significance of anaylst's estimates. Why would an investor care what analyst's estimate the company to make? Why on earth would investor's care whether a company meets, exceeds, and fails to meet an analyst's estimates, particularly when those estimates are irrelevant in the first place?
    The significance for me is solely the byproduct, sometimes companies become significantly undervalued as a result of failing to meet or beat analyst's short term expectations.
    Feb 20 11:14 AM | 2 Likes Like |Link to Comment
  • Linn Energy: Are The Accounting Issues Much Ado About Nothing? [View article]
    Linn Energy is consistently a money losing operation, as they themselves report in their financial statements. They raise money to cover their dividend distributions, with an intermediate step of buying puts and straddles, which they capitalize, then amortize, then sell, distributing the proceeds as dividends. The companies response, as well as your article, simply makes no sense.
    Feb 20 11:12 AM | 0 Likes Like |Link to Comment
  • New Oriental Education Is Winning The Battle Against The Short Sellers [View article]
    Michael Yu will have to learn English well before he could teach it effectively.
    Feb 4 02:54 PM | 1 Like Like |Link to Comment
  • Insight From A Former MLM Participant Proves Herbalife Is Not An Illegal Pyramid [View article]
    No offense, but it is easy to understand an mlm organization and your article doesn't state anything that I, or for that matter ackman, doesn't understand. Why does herbalife balance sheet look so awful if they have made so much money? their financial reports make little sense to me. Their business looks awful.
    Feb 3 01:39 PM | 0 Likes Like |Link to Comment
COMMENTS STATS
2,482 Comments
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