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Deja Vu

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  • GE marginally higher after mixed results [View news story]
    You have to understand the employee gets the 401(k) match only if they are employed on December 31st. It's a single yearly payment, not a match on each paycheck. So hey presto GE structurally cost saved someone's retirement after they worked all year for it. Hooray for the C-suite.
    Apr 17 08:37 PM | Likes Like |Link to Comment
  • Goldman beats despite trading slowdown [View news story]
    I wait for the next Hollywood blockbuster "American Yakuza"...
    Apr 17 08:14 AM | Likes Like |Link to Comment
  • Facebook slips; ITG data points to subdued Q1 numbers [View news story]
    Don't insult the people in Dirtstan. As the quaff their herbalife shakes since obesity is a problem in the years when there is no famine, they tweet and facebook their latest 3D creations. When they fall ill they quaff the Achtar gel from Questcor. To manage their goats they use BIG DATA from Palantir and Tableau. They have replaced their bazaar with software from They too have decided they don't want fossil fuels and have decided to acquire zero emission Tesla bullock carts.

    I only wonder why they hate the USA when we have such fine companies selling them valuable products.
    Apr 16 10:48 AM | 5 Likes Like |Link to Comment
  • NYT: Federal probe of Herbalife doesn't look headed for criminal case [View news story]
    OK according to the HLF bulls today

    1. 3 years before opening his short Ackman gave money to a candidate for AG in the hopes that candidate would then become AG and 3 years later investigate HLF

    2. Said AG who is in Ackman's pocket (according to HLF bulls) also watched over last one year as Ackman got hung out to dry by Icahn & HLF operating as a tag team and did absolutely nothing

    3. Finally after the FTC, DOJ & FBI investigate HLF, the AG wishing to return a favor to Ackman, starts a probe to help Ackman.

    I don't know. If I was Ackman, I would be asking for my money back from the AG.

    On the issue of NYT report, the good prof expresses his opinion, cites no sources, not even anonymous ones or "people close to the investigation" and carefully limits his words by using words like "at this point". Given HLF's penchant to fund certain faculty members, one wonders whether the learned prof has fully disclosed all his ties.
    Apr 15 04:42 PM | 7 Likes Like |Link to Comment
  • Did Herbalife Executives Conspire To Commit Mail Fraud? [View article]
    Where IS the usually loquacious Mr. Hempton? He was apparent enough on these threads commenting snarkily and on CNBC when they let him appear.
    Apr 14 02:28 PM | 1 Like Like |Link to Comment
  • Post Holdings on sale [View news story]
    "Still, the capital raise gives plenty of deal-making ammo to someone who's proven he knows what to do with it. "

    What does Stiritz want to do with his ammo - let me guess...hmmmm... perhaps become a pyramid scheme operator? A good name takes a lifetime to acquire and a day to lose.
    Apr 12 11:48 AM | 1 Like Like |Link to Comment
  • Herbalife plunges on DOJ/FBI probe report [View news story]
    What would I not give to see Icahn do a perp walk.I'll enjoy it even more than DSK's perp walk. I missed an opportunity to short IEP today. I believe HLF is his personal money not IEP capital, but still if he gets dinged on HLF, I bet IEP will take a beating. After eBay kicked him to the curb, he is looking distinctly less prescient.
    Apr 11 09:40 PM | 2 Likes Like |Link to Comment
  • Herbalife plunges on DOJ/FBI probe report [View news story]
    Yes, every criminal wishes that the FBI notifies them when a criminal investigation is launched. "Hi Bob the conman, this is the friendly neighborhood FBI agent speaking, we intend to start a criminal investigation of you. We'll keep you updated with a daily progress report every day. Heck, we will even tell you where we have wiretaps, and whom we interview etc"

    Apr 11 09:34 PM | 19 Likes Like |Link to Comment
  • Infosys CEO to retire by early next year [View news story]
    The top, indeed the ONLY candidate, is Rohan Murthy, son of Chairman Narayana Murthy. All else is eyewash. Narayana Murthy has forced out every competent person from the top ranks of Infosys management to ensure that his son, who has zero qualifications for the job, is appointed CEO.
    Apr 11 08:07 AM | Likes Like |Link to Comment
  • Report: Jony Ive taking control of Apple's software design [View news story]
    How is Jonny "I copied everything about the iPhone from other phones" Ive going to run the company's hardware & software design during the Apple Samsung trial? Last time during the previous trial he ran away to Hawaii so as not to have to respond to Samsung's subpoena in a civil case. He stayed in Hawaii until the trial was over and then came back to California.

    If he stays in California this time around he will have to tell the actual truth under oath about the Iphone and how it is a blatant rip off and mashup of half a dozen other previous phones. A fact that he unwisely admitted publicly before Apple got all patent trolly. Or perhaps he will run to Nevada or Mexico this time.
    Apr 10 08:18 AM | 1 Like Like |Link to Comment
  • At the close [View news story]
    The arrogant attention seeking educated knownothings at the Fed added a third mandate all by themselves "Keep the stock market inflated". To even discuss the stock market at a fed meeting shows absolute ignorance of Banking 101. But then, these are same breed who missed the whole housing bubble when it was plain to every man, woman and child in the country.
    Apr 9 06:12 PM | 5 Likes Like |Link to Comment
  • What Seeking Alpha Is Doing To Prevent Paid Stock Promotion [View article]
    Seeking Alpha seems to be focusing exclusively on authors. I submit that authors are not the main problem. The main problem is commenters, some of whom seem to be paid trolls.

    They flood articles with lengthy repetitive comments making other readers scroll through the huge numbers of lengthy comments.

    They happily launch ad hominem attacks because they will just create new accounts if banned. Their goal is to provoke the author into a response, which they will report as violating SA's TOS, whether or not it actually does. When an comment is reported SA seems to err on the side of removing it. The goal of the paid troll commenters is to get authors they don't like banned for repeatedly violating the TOS. Some of these trolls have hundreds of comments on exactly one ticker.

    I think to read the site, complete anonymity is ok, but to comment on the site, real identities must be revealed to SA for commenters, just as it is for authors. This would level the playing field. commenters would still be anonymous to the public but would be known to SA. I believe this will cut down on the paid trollism.
    Mar 28 10:52 AM | 5 Likes Like |Link to Comment
  • Executive departures swell at Infosys; Murthy unfazed [View news story]
    Murthy is firing every single person with a shred of competence so that his son Rohan can succeed him. Short INFY.
    Mar 24 10:55 PM | 1 Like Like |Link to Comment
  • BofA and Buffett amend deal [View news story]
    Nice deal. Did Buffett get extra access to the books in return for this deal?
    Mar 3 07:50 AM | 3 Likes Like |Link to Comment
  • Apple's Haunted Empire [View news story]
    So many shoeshine boys who think some stocks have reached a permanently high plateau. You bankrupt yourselves.
    Mar 2 09:09 PM | 2 Likes Like |Link to Comment