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Deja Vu

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  • Groupon Offers Epic Trip for Two to Food Network South Beach Wine & Food Festival Presented by FOOD & WINE [View article]
    Jan 25 03:32 PM | Likes Like |Link to Comment
  • Report: Herbalife targeted along with Nu Skin in China [View news story]
    All 481 comments by Mr. Powershake on one single ticker - HLF
    Jan 24 05:25 PM | 2 Likes Like |Link to Comment
  • 3D Systems dives following new Citron attack, peers also off [View news story]
    SA editor - the link to the citron report is broken. Thanks!!
    Jan 24 01:02 PM | Likes Like |Link to Comment
  • Apple: One Incredible China Stat [View article]
    One simple question -

    Did Tim Cook provide any source for this 57% number?

    Answer - No, he did not. Maybe you believe there are atomic particles called "ultrons" and "purons" in your detergent also.
    Jan 23 08:26 AM | Likes Like |Link to Comment
  • Global sales tepid for McDonald's in Q4 [View news story]
    Recently took 4 kids to breakfast at McD's. The tab for pancakes & OJ, plus a couple of biscuits & coffee for myself came to $30+, an average of $6 per head. Next day I took them to a Mariott's.The full breakfast buffet complete with a omlette station, came to $42 for 5. For $42, I got everything from linen, china, real cream, fruit etc etc. Where do you think I'll go next time?

    McD serves crappy fast food now and charges an arm and a leg if you don't order off the 99 cent menu. To cover the losses on the $1 menu, McD is sticking up people who pay for regular menu items. Its almost as sure a loser strategy as tht e Post Office charging a penny to deliver huge catalogs from bulk mailers but 50c to deliver a letter.
    Jan 23 08:20 AM | Likes Like |Link to Comment
  • Facebook launches mobile ad network test, targets Google/Twitter [View news story]
    Anyone still using Facebook? Of those that do, anyone still want to publicly admit it?
    Jan 22 02:49 PM | 2 Likes Like |Link to Comment
  • Same script? Lions Gate pops off Divergent buzz [View news story]
    If the trailer was any guide, I would recommend buying stocks of barf bag manufacturers.

    On another note, guess which analyst got some invites to some glitzy Hollywood parties?
    Jan 22 02:34 PM | Likes Like |Link to Comment
  • Yahoo buys mobile marketing startup; criticism of strategy picks up [View news story]
    But...but...she is a former pompom girl who looks so good in a blue dress....anyone who dares to criticize her performance is obviously sexist....all must bow to her like Kramer who anointed her "The Next Steve Jobs" based on nothing...

    Not to mention she sold half of Yahoo's Alibaba stake at a $70 billion valuation, while Alibaba is now valued (a few months later!! that's another story whether its justified) at 140B to 200B. Thus making the sale of the Alibaba stake a major loser transaction.
    Jan 21 07:23 PM | 3 Likes Like |Link to Comment
  • Is Herbalife Regulatory Risk Too High To Invest? Nu Skin Aftermath [View article]
    Been digging into HLF, NUS, Amway etc. It's amazing how politically well connected these firms are to both side of the aisle. I absolutely don't see US regulators acting against any MLM firm in the US.

    While Chinese actions may deny a large market, these companies can exist by going into the rest of the world and they seem to be doing exactly that.

    When I saw how rich and well connected these companies are, I realized one lonely hedge fund manager doesn't stand a chance, much though I root for him to win this bet.
    Jan 19 11:05 PM | 1 Like Like |Link to Comment
  • Nu Skin, An American Pyramid In China? [View article]
    Excellent article. I was a taken aback to see your name in the WSJ as a consultant to some hedge funds who were apparently considering going long HLF.
    Jan 18 07:36 PM | 1 Like Like |Link to Comment
  • WSJ: Dropbox raises funding at ~$10B valuation [View news story]
    So name of the game is to go public at jaw dropping valuations and get them included in the indexes as fast as possible so that every American is forced to buy these useless shares as the insiders unload them. See Facebook for example. Once the index funds are done it is going to drop like a rock. And every American will be poorer will Wall Street and Silicon valley laugh all the way to the bank.
    Jan 17 08:33 PM | 9 Likes Like |Link to Comment
  • Apple And China Mobile: It Begins [View article]
    12 customers at the Beijing flagship store, that too with Tim Cook and China Mobile CEO in attendance. And 10 of those 12 were astroturfed by China Mobile. So exactly 2 customers showed up at the "grand" opening.

    It begins...the long slow slide of the stock price...
    Jan 17 02:41 PM | 1 Like Like |Link to Comment
  • Apple lower amid report of muted China Mobile demand, price concerns [View news story]
    One of the best sell signals is when people start posting conspiracy theories. Served me well in BBRY.
    Jan 17 02:38 PM | 2 Likes Like |Link to Comment
  • UnitedHealth CEO warns over impact of Obamacare, medicare cuts [View news story]
    Just the beginning. Obamacare aims to wipe insurance companies off the map. The time has finally arrived to initiate my long awaited short.
    Jan 16 09:43 AM | Likes Like |Link to Comment
  • Is Facebook Fooling Wall Street? [View article]
    Also I wonder why FB insists on exposing as much user data as possible publicly. FB could let users control visibility of their data to other users and still mine data even if it is set to private.
    Jan 15 12:55 PM | 1 Like Like |Link to Comment