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Matt Stewart  

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  • Why Herbalife Is Like Chuck E. Cheese [View article]
    maybe there's an article here....should the FTC solicit the IRS for help to determine if, in practice, there is a real biz op?
    May 25, 2015. 07:21 PM | 4 Likes Like |Link to Comment
  • Inglorious 'Bastards' See Through Herbalife's Smoke And Mirrors [View article]
    seasonality in q1 due to requal John.
    May 6, 2015. 08:06 AM | 4 Likes Like |Link to Comment
  • Stiritz's Comments Defy Logic And Reason: Herbalife Distribution Model Is Illegal [View article]
    as you build out the footprint of course you expand. at some point you have enough restaurants in a territory and the franchisee gets the rights to said territory. rational.
    Apr 7, 2015. 01:45 PM | 6 Likes Like |Link to Comment
  • John DeSimone: Tragic Hero Or Fall Guy? [View article]
    I have never recruited anyone to write an article as part of my downline. Good joke though.
    Mar 24, 2015. 12:49 PM | 14 Likes Like |Link to Comment
  • John DeSimone: Tragic Hero Or Fall Guy? [View article]
    Stop
    Mar 24, 2015. 12:48 PM | 7 Likes Like |Link to Comment
  • John DeSimone: Tragic Hero Or Fall Guy? [View article]
    Oui, oui Louis. Camus n'est ce pas?

    Aussi Narcissus - comme MOJ.

    Magnifique!
    Mar 24, 2015. 12:47 PM | 5 Likes Like |Link to Comment
  • Why Herbalife Is Still Illegal - Recruiting To The Pain [View article]
    What about TAB?
    Mar 23, 2015. 09:31 PM | Likes Like |Link to Comment
  • Why Herbalife Is Still Illegal - Recruiting To The Pain [View article]
    Why do I need to recruit more Supervisors to grow the business?
    Mar 23, 2015. 09:30 PM | 3 Likes Like |Link to Comment
  • Why Herbalife Is Still Illegal - Recruiting To The Pain [View article]
    Longs know why. Ask John Hempton.
    Mar 23, 2015. 01:48 PM | 2 Likes Like |Link to Comment
  • Spike In Ad Hominem Attacks Proves Ackman Is On To Herbalife [View article]
    Good one Dave. I was worried you might wig out. Guess not....:)
    Mar 21, 2015. 03:23 PM | 10 Likes Like |Link to Comment
  • An Open Letter To Ann Weismann: Why Is CREW Writing Letters To Congress? [View article]
    The investors who finance Herbalife are amoral at best.
    Mar 19, 2015. 04:04 PM | 8 Likes Like |Link to Comment
  • An Open Letter To Ann Weismann: Why Is CREW Writing Letters To Congress? [View article]
    seeking alpha finances my writing. they pay for content.
    Mar 19, 2015. 02:13 PM | 10 Likes Like |Link to Comment
  • Herbalife: Mr. DeSimone's Neighborhood Of Accounting Make Believe [View article]
    Great stuff...now add-in all of the issuance costs, fees, etc related to the debt issuance/share buyback.

    Negative impact on the balance sheet is material...
    Mar 18, 2015. 01:48 PM | 1 Like Like |Link to Comment
  • Herbalife: Mr. DeSimone's Neighborhood Of Accounting Make Believe [View article]
    Your table at the beginning of the piece...I take it these are after-tax adjustments?

    Can you add a sum column on the far right? Would be good to see the cumulative effect.
    Mar 18, 2015. 11:21 AM | 2 Likes Like |Link to Comment
  • Herbalife Convertible Bond Is A Modest Value [View article]
    The convertible bond is an unsecured, junky credit. This company has no collateral to support this issue. It is basically equity. Even the senior secured creditors are impaired in a distress/liquidation scenario.

    If the fed funds rate is increased, this will also act as a headwind for this issue.

    Can you predict $HLF's capital structure one year from now when $850 million of debt comes due?

    The issue trades at a discount for a reason. Herbalife finances its cashflow by recruiting millions of people into a pyramid scheme.
    Mar 14, 2015. 10:28 AM | 10 Likes Like |Link to Comment
COMMENTS STATS
1,169 Comments
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