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Deja Vu

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  • How Has Herbalife Kept The Game Going For So Long? [View article]
    This is not Ackman Vs. Herbalife. This is Ackman vs. the political/regulatory influence of the entire MLM industry.

    Pinning down Herbalife reminds me of the king who put a large tax on sale of land. So his own minister who wants to sell land, gives the land away for free. The catch is that to get the land, you have to buy a coconut for a thousand gold coins.

    Trying to regulate Herbalife out of existence, I've come to realize, is like building a wall. Build a wall ten feet high and ten miles in circumference at enormous cost, and they will bring a eleven foot ladder that will cost them ten bucks more.

    Also, to win, Ackman has to try to manipulate obdurate "Bartleby, The Scrivener" type dimwit regulators, whose gaze is fixed firmly on the revolving door. That regulatory slavering you see, is not of a German Shepard police dog, but more of a Labrador drooling for a dog biscuit.

    I took advantage of Friedrich von Ackman's attempted breakthrough out of Stalingrad to salvage some value out of my put spreads.

    Ackman’s grave is made,
    His profits passed away,
    His thesis in balance weighed,
    Is light and worthless clay.
    The shroud, the puts expiry date;
    His cred falls, like stone;
    Uncle Carl is at his gate!
    Michael Johnson on his throne!”
    Jul 26 09:14 AM | 10 Likes Like |Link to Comment
  • The Insanely Irresponsible Herbalife Bull Arguments Plaguing Wall Street [View article]
    It's over, QTR. I'm out, 66% loss on my put spreads.

    Ackman's waiting for Steiner's attack now.
    Jul 23 03:22 PM | 7 Likes Like |Link to Comment
  • Herbalife rebounds after Mr. Ackman fails to deliver a knockout punch [View news story]
    I was crying too, at the end of the presentation, right along with Ackman, as I watched my put spreads burn up their premium...
    Jul 22 04:50 PM | 3 Likes Like |Link to Comment
  • Herbalife rebounds after Mr. Ackman fails to deliver a knockout punch [View news story]
    Seriously, I have sympathy for Ackman, but today's performance would have been better left undone...or at least not given such a big build up...
    Jul 22 01:45 PM | 2 Likes Like |Link to Comment
  • Prominent Expert Economist and Former FTC Advisor Provides Analysis of the Herbalife Business Model [View article]
    In other news Baghdad Bob surfaced this morning and declared the "Eternal Victory of Saddam Hussein Against the Great Satan Which Has Been Defeated"
    Jul 22 09:29 AM | 1 Like Like |Link to Comment
  • Netflix offers light EPS guidance, but strong subscriber figures [View news story]
    Antigravity exists. This is indisputable proof.
    Jul 21 06:52 PM | Likes Like |Link to Comment
  • The Fed's Rocket To Nowhere [View article]
    You, sir must be a mind reader. Seldom have I ever read an article wherein I've found my self agreeing with each sentence.
    Jul 21 07:30 AM | 10 Likes Like |Link to Comment
  • Facebook Is Getting Closer To E-Commerce [View article]
    Another epic fail on the Facebook menu. How does it matter, since manboy Zuck will be given a pass by the fanboys when it fails? Facebooks deals (failed competitor to Groupon, Facebook Gifts - another fail that was supposed to "disrupt and revolutionize gift giving, Facebook Home - Facebook's failed answer to Android, Facebook Messenger - failed competitor to Whatsapp, Facebook Poke - the failed competitor to Snapchat, etc etc etc etc)

    Each was accompanied by gushing glowing articles such as the one above.
    Jul 18 09:51 AM | 2 Likes Like |Link to Comment
  • Tesla's Gigafactory: Are Investors' Fears Justified [View article]
    Panasonic "Yo Elon, you put in the first $2,000,000,000. Then if it looks like the whole venture won't sink, we will add the tip."

    Elon "Don't worry, once I get this white elephant going and start the hopium drive, I'll, uh, 'pay for consultancy' enough people like Al Gore and Chelsea Clinton and get the tax payers to pay for this just like Solyndra and Fisker"

    (Current rates Chelsea Clinton $26,635/minute, Al Gore approx $80-100 million for his efforts to secure tax payer subsidies for each soon to fail company)
    Jul 18 08:12 AM | 5 Likes Like |Link to Comment
  • Herbalife: Icahn's New Friend, The End Of A Buyback Era And Why Endgame Is Near [View article]
    Look QTR, Herbalife is like a kayak next to the Titanic called Amway. If Amway can keep operating, then I can't see FTC regulators shutting down HLF. If they do want to shut down HLF, they should be shutting down Amway, NUS, and any numbers of others. As I commented earlier elsewhere on another article, Ackman is politically & financially outgunned by the combined might of the MLM industry. I would not even be surprised, if other MLM companies - ones not selling dietary supplements - might be buying HLF stock to teach wannabe industry threats a lesson.
    Jul 17 11:20 AM | 4 Likes Like |Link to Comment
  • Microsoft cutting up to 18K jobs; shares +3.9% [View news story]
    I do hope the first people to go are those responsible for Windows 8 and the Office Ribbon toolbar.
    Jul 17 09:34 AM | 2 Likes Like |Link to Comment
  • Futures gain behind Apple/IBM deal [View news story]
    No timeline, no numbers, no margins, no problem for this market, let the retail light brigade charge to the ATH waving their checkbooks as Uncle Carl and Goldman wait on the other side of the trade to cut them down...
    Jul 16 09:03 AM | Likes Like |Link to Comment
  • Yellen warns on small cap and momo sector valuations [View news story]

    "For e'en though vanquished, she could argue still;
    While words of learned length and thundering sound
    Amazed the gazing rustics ranged around,
    And still they gazed, and still the wonder grew
    That one small head could carry all she knew."

    (changed he to she :-)
    Jul 15 11:32 AM | 3 Likes Like |Link to Comment
  • White Collar Crime Expert Slams Herbalife: An Exclusive Interview With Sam Antar [View article]

    If one takes the time to read a author's hundreds of comments plus what one disclosed on their bio here, there is enough to easily identify an author within a couple of google searches (i.e. stuff like which town you live in, say for instance the wife is a doctor of a particular specialty, searching college alumni database, etc etc)

    Unless you are extra careful from day one to reveal nothing about yourself here on SA...also sometimes a person corresponds with SA users who *seem* to be on the same side as one and eventually move on to phone calls and emails. SA's anonymity policy is not really helpful unless you approach it from day one as "I'm going to need this one day". Which is not how most people approach it.
    Jul 14 07:11 PM | 1 Like Like |Link to Comment
  • White Collar Crime Expert Slams Herbalife: An Exclusive Interview With Sam Antar [View article]

    you have a lot more courage. when you spend 2 decades after college painfully accumulating some assets and when your wife goes "WHAT! ARE YOU CRAZY, WHEN WILL YOU GROW OUT OF YOUR TEENAGE HOTHEADEDNESS?!" when she learns of the letter, you, not the lawyers letter, run the risk of being discarded like a piece of used tissue.
    Jul 14 01:26 PM | 4 Likes Like |Link to Comment