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Deja Vu

 
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  • How To Spot Potential 'Trade Of The Decade' Bargains [View article]
    considering how much the indexes are up since 2012, I wonder how many companies there are trading at a lower price than in 2012 (OK, we are not talking about Blackberry...) and index call buyer would be up hundreds of %....
    Aug 14 10:34 AM | 1 Like Like |Link to Comment
  • Is Corporate Governance Reform At Post Overdue? [View article]
    I was under the impression, from his comments on eating up a all day sucker one lick at a time, that he had invested on the premise of squeezing Ackman...
    Aug 14 08:01 AM | Likes Like |Link to Comment
  • Is Corporate Governance Reform At Post Overdue? [View article]
    There's a small logical conundrum. If one were to assume Herbalife actually sells shakes and protein bars like the post, then Herbalife is legit, which would contradict the gist of your previous articles. If on the other hand, your previous articles are correct, then Herbalife is not really in nutrition business, then there is no conflict of interest for Stiritz.

    Also, the question here is, how much do the competing product segments contribute to the top and bottom lines of the Post. If they are not huge, then the competition/conflict of interest may not be large.

    That said, Stiritz is a unprincipled investor for investing in Herbalife and I hope he loses a bundle on his long. I wonder if he is the person holding the floor up at $50
    Aug 12 03:58 PM | 1 Like Like |Link to Comment
  • Carney: Fannie and Freddie investors should surrender [View news story]
    So why did these "investors" not advance the massive sums of money in 2008/2009 to bail out Fannie and Freddie? The government took the risk, not these "investors" who arrived after the fact. They deserve nothing except to lose their after the fact vulture "investments". Apparently commenters on this thread cannot make the connection between "risk" and "reward"
    Aug 11 05:57 PM | 1 Like Like |Link to Comment
  • Facebook sees backlash over new Messenger app requirement [View news story]
    The dual class class structure makes FB nothing but a momentum day trade. No one can ever remove Zuck if he starts making like say, Jim & Mike of RIMM. There is zero coporate governance at FB since zuck can fire the entire BOD when ever he feels like. There is no way any investor who cares about corporate governance can invest long term in FB.
    Aug 10 10:50 PM | Likes Like |Link to Comment
  • Capital Research ups Herbalife stake to 10.1% [View news story]
    Unfortunately commenters here display a lack of understanding of funds work.

    They may have 1 trillion in AUM but not all investment decisions are taken by one omniscient being.

    The aum is broken into chunks managed by individual fund managers who pick individual investments. These fund managers are judged on individual and relative performance for the chunks they manage.

    In this case some over enthusiastic manager, who manages a slice of the CRG AUM and went long on a outsize chunk of HLF, is on the hook for large losses relative to small slice of the CRG pie he manages, (even if it is insignificant for CRG as a whole) and hence whoever made the HLF pick is going to have a super bad quarter unless s/he props up the price.
    Aug 9 05:55 PM | 1 Like Like |Link to Comment
  • Capital Research ups Herbalife stake to 10.1% [View news story]
    Capitol research desperately propping up the share price to prevent mark to market losses....naturally the stake is going to keep on increasing...
    Aug 8 08:35 PM | 2 Likes Like |Link to Comment
  • Report: Facebook talking with Hollywood about Oculus deals [View news story]
    What's worse than clutching at straws? You guessed it, clutching at virtual straws...hustling anything for a dime, it looks like...
    Aug 8 02:41 PM | 2 Likes Like |Link to Comment
  • Twitter: Pulling The Wool Over Investors' Eyes [View article]
    I thought Twitter removed access to or bought up 3rd party apps like Tweetdeck?
    Aug 5 09:25 AM | Likes Like |Link to Comment
  • Don't Buy This Dip: The Fed Is Not Your Friend [View article]
    And yet, if the Fed rationalizes away inflation data and does QEinfinity, having money in stocks will be the only real protection (ignoring illiquid assets like real estate). Bonds will fall, to increase yield, as real interest rates rise. Cash obviously is suicidal to hold in a ever increasing monetary base.
    Aug 5 08:45 AM | 2 Likes Like |Link to Comment
  • 3D Systems -13.7% after Q2 miss; SSYS, XONE, VJET also off [View news story]
    Retail losing 2D green pieces of paper chasing 3D mirages. But Cynk demonstrates that with cheap money handed out by the feds, any wall street bankster can borrow money for 0.25% for a few days and cause a squeeze in what ever stock they want.
    Jul 31 11:31 AM | 1 Like Like |Link to Comment
  • Facebook: Driving Average Revenue Per User [View article]
    Just wait for CNBC to wheel out Ruby Karp one of these days when the news is slow and you can get it for 10% off.
    Jul 30 08:53 PM | Likes Like |Link to Comment
  • Comp sales decelerate at Whole Foods Market [View news story]
    Whole Foods is whole wheat toast with overpriced aragula on it.

    Kroger and other chains now have huge selections of organic garbage at lower prices.
    Jul 30 07:55 PM | 1 Like Like |Link to Comment
  • Yelp beats by $0.07, beats on revenue [View news story]
    Yelp makes restaurants offers they can't refuse. Yelp offers "protection" from "fake" reviews if you pay up. It's "our thing" from Silicon Valley.
    Jul 30 04:45 PM | 1 Like Like |Link to Comment
  • WATT? 'Be Prepared To Lose All Of Your Investment' [View article]
    Shorting WATT can cynk you like a ship....
    Jul 30 01:38 PM | 5 Likes Like |Link to Comment
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