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Matt Stewart

 
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  • Dear Pamela Jones Harbour: Why Don't Canadians Drink Formula 1? [View article]
    Rene,

    How many of your Supervisors have requalified? Shouldn't you be out there beating the drum?

    Also, don't forget about that Welcome Back promotion for lapsed distributors.

    Just make sure they all re-buy up to Supervisor ok?
    Jan 29, 2015. 03:58 PM | 5 Likes Like |Link to Comment
  • Dear Pamela Jones Harbour: Why Don't Canadians Drink Formula 1? [View article]
    read the specialists article from yesterday for your answer Len
    Jan 29, 2015. 03:07 PM | 2 Likes Like |Link to Comment
  • Dear Pamela Jones Harbour: Why Don't Canadians Drink Formula 1? [View article]
    go to Canoe instead...sushi is better
    Jan 29, 2015. 12:05 PM | 1 Like Like |Link to Comment
  • The Venezuelan Economic Crisis And Herbalife's Q4 Earnings [View article]
    For once I agree with John Hempton. This data is incorrect. You should withdraw this article.
    Jan 29, 2015. 08:22 AM | 1 Like Like |Link to Comment
  • Anatomy Of A Short (Or Long) - A Live Case Study Using Herbalife - Part 1 [View article]
    nice article Paul...revenue likely to be negative this quarter...and the next...and the next
    Jan 29, 2015. 08:15 AM | 7 Likes Like |Link to Comment
  • Blogger says Herbalife's stable gross margins aren't surprising [View news story]
    Skeptic's assessment is incorrect. Revenue Recognition would require any F/X volatility to be captured on a flow basis in the top line. Whether or not F/X swings affect COGS depends upon how they book inventory, whether it is held in $U, or shipped to foreign jurisdictions.

    One should expect gross margin % to be soft this quarter. F/X adjustments in S,G & A relate to the Balance Sheet eg. Venezuelan write down
    Jan 28, 2015. 03:59 PM | 5 Likes Like |Link to Comment
  • Leaked Internal Herbalife Survey Gives FTC More 'Actionable' Results [View article]
    yes. verified. by the company
    Jan 27, 2015. 02:34 PM | 3 Likes Like |Link to Comment
  • Herbalife hires another lobbyist [View news story]
    Why does a company that makes shake mix need a government affairs office at all?

    Absurd
    Jan 27, 2015. 02:26 PM | 11 Likes Like |Link to Comment
  • [Shorting] Herbalife Is The Solution For These Tough Economic Times [View article]
    Since Bill Ackman published his findings on Herbalife, over 4 million people have joined the scheme. 3.6 million or so have quit. Why did they join? Why did they quit?

    A. To pursue the "solution for these tough economic times".

    B. Because there is no solution to be had.

    Herbalife is an obvious confidence game. The massive failure rates and churn in the business trump all of the other nonsense advanced by the company and its hapless PR team. Intrinsic Value is $0.
    Jan 27, 2015. 09:16 AM | 11 Likes Like |Link to Comment
  • Herbalife reports February 26 [View news story]
    Better late than never I guess...:)
    Jan 26, 2015. 06:08 PM | 3 Likes Like |Link to Comment
  • Leaked Internal Herbalife Survey Gives FTC More 'Actionable' Results [View article]
    Bill Stiritz investment in Herbalife has been a complete disaster. The leveraged recap the company did a year ago may be the worst carry trade in history - the brainchild of Mr. Stiritz and Mr. Icahn. Now the $USD swims against them too. All debt in $USD to be retired by cashflows worth less around the world. Collapsing currencies are inflationary which triggers price elasticity. Expect foreign demand for shake mix to fall as a result. All of the major shareholders are trapped in a long squeeze. Mr. Icahn is sitting on a pile of dead money. Meanwhile, the SEC has taken 2 years to investigate this company. Q. What is taking them so long? Only logical answer is something very bad is about to happen. Only a fool or a speculator would own $HLF common. Mr. Stiritz happens to be both - which is a shame because he could be doing so much more with his resources for society at large. In the end, he will end-up just another victim of Mark Hughes. Tragic.
    Jan 26, 2015. 09:28 AM | 13 Likes Like |Link to Comment
  • New 52-Week Low Changes Game For Herbalife Lifers [View article]
    Rene,

    What do yo have to say about your homeboy's activity outed over at saltydroid.info?

    Should be allowed to remain a Herbalife Pres Team Member?
    Jan 21, 2015. 04:39 PM | 3 Likes Like |Link to Comment
  • Herbalife's Unusual Foreign Currency Problem, Explained And Analyzed [View article]
    Currency Headwinds are the least of Herbalife's problems. Anthony's analysis also highlights the following truth. Formula 1 just got more expensive in many markets around the world. Will the laws of supply and demand lead to second order reductions in Volume Points in these key markets?
    Jan 21, 2015. 10:15 AM | 8 Likes Like |Link to Comment
  • Why Herbalife May Enter A Death Spiral Quickly [View article]
    let's check back in 5 weeks when $HLF reveals its Q1 and full year guidance
    Jan 9, 2015. 06:23 PM | 1 Like Like |Link to Comment
  • An Open Letter To Mr. Bill Stiritz On Herbalife [View article]
    I think that is a good joke...well done...
    Jan 9, 2015. 10:45 AM | 7 Likes Like |Link to Comment
COMMENTS STATS
1,142 Comments
2,542 Likes