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Gino Verza

 
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  • Goldfield: Strong Backlog And Low EV/EBITDA [View article]
    Thank you Andrea.
    Oct 10 12:09 AM | 1 Like Like |Link to Comment
  • Ubiquiti -8.8%; Wunderlich cuts estimates on Russian concerns [View news story]
    Agree with Matthew regarding Wunderlich.
    Why the note now after Russia was acknowledged and discussed, and weakness built into guidance, time ago?
    Why the note while keeping $55 target price unchanged?
    Wunderlich is not credible.
    Sep 23 11:26 AM | Likes Like |Link to Comment
  • Documents From Inside The Herbalife Cartel: How The Company Euthanized E-Tailers (Part 2 Of 2) [View article]
    Thank you, Matt.
    Sep 11 12:19 PM | 3 Likes Like |Link to Comment
  • Confessions Of Another Herbalife Distributor, More 'Scumbaggery' And A James Bond PR Nightmare (1 Of 2) [View article]
    Dreamer34,
    I can see the couple you describe as trying hard to continue dancing in the party. Meanwhile the trickle of guests leaving is growing into a flood. Who will be the last remaining to turn off the lights?
    Sep 10 12:56 PM | 4 Likes Like |Link to Comment
  • Capitalize Off Democratization Of The Internet With Ubiquiti Networks [View article]
    I agree Mingran. The computation/chart is not clear.
    Sep 5 11:07 AM | 1 Like Like |Link to Comment
  • Sold Peerless Systems: A Net Net That Worked Out In 1 Year [View article]
    "(I own HLF by the way)"
    A surprise. I would have never expected it.
    Sep 4 12:07 PM | Likes Like |Link to Comment
  • Breaking It Down: Adept Technology's Q4 2014 Earnings Call [View article]
    I fail to see any purpose or insight in the article
    Aug 27 04:25 AM | Likes Like |Link to Comment
  • Salesforce Has The Strength To Push Your Investment Up [View article]
    "Salesforce currently reports a loss on GAAP basis. The company hasn't given any dividend to date. Yet, these details don't indicate that investors should sell their stake."
    Details, uh?
    Aug 25 10:17 AM | Likes Like |Link to Comment
  • An Open Letter To Ms. Julie Hyman: Bloomberg TV Reporter (And Any Others Who Care To Read) [View article]
    Thank you Matt. You can take the horse to the water but you can not make it drink.
    Aug 25 10:03 AM | 4 Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    Do you have any "short" time horizon?
    Aug 19 12:42 PM | Likes Like |Link to Comment
  • Astea International: 2Q Improvement; Fails To Meet Profitability Targets; Expects Strong 3Q [View article]
    M-C GF, I thought VRYAF management left a lot of chips on the table. Regarding ATEA, I do not have ready made answers to your questions (based on credible supporting rationale). Regards.
    Aug 15 05:02 PM | 1 Like Like |Link to Comment
  • Astea International: 2Q Improvement; Fails To Meet Profitability Targets; Expects Strong 3Q [View article]
    http://seekingalpha.co...
    Aug 15 10:44 AM | 1 Like Like |Link to Comment
  • Astea International: 2Q Improvement; Fails To Meet Profitability Targets; Expects Strong 3Q [View article]
    Minimizing the problems the company faces is not representative of a long term history of persistent losses, broken promises, and the current fight for survival. Increasingly the fate of the company is in the hands of third parties including creditors and regulators. The implication that prospective corrective plans are feasible flies in the face of broken promises and unaccomplished predictions. Betting on this company is nothing short of gambling in Las Vegas. Best wishes to all.
    Aug 15 10:31 AM | 1 Like Like |Link to Comment
  • Bill Ackman's Campaign Is A Gift To The Long-Term Herbalife Shareholder [View article]
    It is not Mr. Ackman but the merit of his ideas/thesis that challenges (the synthetic nature of the) HLF's business model, and forces the company to take defensive measures it would not normally consider (buyback through leverage).
    Assumption of any prospective growth in Free Cash Flow is a giant leap of faith not grounded under current conditions (uncertainty). When Ackman's campaign runs its course it will hardly be considered "a gift to the long term Herbalife shareholder".
    Aug 14 03:42 PM | 6 Likes Like |Link to Comment
  • Is Corporate Governance Reform At Post Overdue? [View article]
    Great article Matt. The title of your article is way too measured. Something smells rotten.
    Aug 12 10:03 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
311 Comments
181 Likes