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  • Recognizing Pyramids - Without A Lawyer, An Economist, Or The FTC [View article]
    Bravo Robert. Great, great article.
    Jan 11 02:44 PM | 8 Likes Like |Link to Comment
  • Elon Musk's Big Mistake: A Tweet [View article]
    You may think its an overreaction, but the SEC will not. That's our point.
    Mar 25 09:48 PM | 4 Likes Like |Link to Comment
  • Did Herbalife Repurchase Shares While In Possession Of Material Non-Public Information? [View article]
    Whether or not they repurchased OR sold shares while in possession of material non public information is irrelevant. The fact that they made ANY SORT of share transaction while in possession of the information is important.

    Now i won't sit here and speculate as to why they might want to repurchase shares while in possession of information which may or may not be considered negative for the business. But if you use your imagination you may see the light.
    Feb 20 05:48 PM | 4 Likes Like |Link to Comment
  • Monster Energy - The Momo Train Is Letting Off Passengers, Time To Short [View article]
    I agree Henry...this thing was ready to go--really just a timing issue with posting. The thing is that I still like the short here, regardless of timing.
    Sep 13 04:41 PM | 3 Likes Like |Link to Comment
  • Herbalife's Disclosures Don't Add Up - Again [View article]
    Nice work on this Matt! I think this new disclosure might have made a bad situation look even worse.
    Feb 7 10:28 AM | 2 Likes Like |Link to Comment
  • Herbalife's Lieberman Report: Smoke And Mirrors [View article]
    If you are relying on Herbalife's cash flow, then you should probably revisit your investment strategy.
    Jan 7 02:27 PM | 2 Likes Like |Link to Comment
  • Monster Energy - The Momo Train Is Letting Off Passengers, Time To Short [View article]
    Yeah we were a bit late in posting, but i still like the short even here....
    Sep 13 03:29 PM | 2 Likes Like |Link to Comment
  • Put Some Magic In Your Portfolio With This Fast-Growing Telecom [View article]
    Maybe complaining yes, but to a novice investor, they see Bret's #4 ranking and probably just buy this stock blindly. I am just acknowledging that Bret should provide some more analysis on his opinion. The fact that his opinion differs from mine is fine, I would like to just see some more evidence to back up his story. That is all.
    Sep 6 12:09 PM | 2 Likes Like |Link to Comment
  • Put Some Magic In Your Portfolio With This Fast-Growing Telecom [View article]
    Bret, I hate to keep picking on you, but you really need to start doing some research before you post these useless articles.

    Have you noticed the short interest by any chance? Do you know why it might be at 60% of the float? Do you do any sort of research besides just posting what the company provides?
    Sep 6 11:12 AM | 2 Likes Like |Link to Comment
  • Magic Jack Is Solving The Home Phone Problem And Market Is Catching On [View article]
    We just released an update for our paid subscribers on Magic Jack. We are not taking any short positions as of yet, but there are many concerns that you may want to research a little bit closer. First as Analytic Firepower mentioned, the sales are down for the product, even though the press releases for the company would have you think that the numbers are absolutely amazing. Second, while the CEO has extensive experience in the VOIP industry, his off the field antics if you will have been a bit alarming. Plus if you read a few of the company's press releases, there is a revenue stream of roughly 10% that is likely to disappear into thin air (access charges) over the coming quarters. I don't like touching a stock with such high short interest, but you may want to look at the longer dated put options as a play on any downturn in the stock.
    Mar 9 10:30 AM | 2 Likes Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    Carl? Is that you? If you want to bash Ackman here, please --at least get his name right.
    Feb 8 04:06 PM | 1 Like Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    If you believe that Ackman did a 'little research' you obviously didn't read his 'Questions for Herbalife' document published yesterday, which I believe is more damning than his initial presentation.

    I openly admit that we are short, and have been researching and following Herbalife for quite some time now. I am publishing the facts about what we have found, things that I believe the investing public should be aware of. Especially for those that are considering following the lead of big hedge fund managers like Loeb.
    Feb 8 11:44 AM | 1 Like Like |Link to Comment
  • Herbalife's Disclosures Don't Add Up - Again [View article]
    Yeah working on a few things--should be out soon.
    Feb 7 10:56 AM | 1 Like Like |Link to Comment
  • Did The CEO Of Herbalife Violate The Fair Disclosure Rule? [View article]
    Absolutely Doghouse...I didn't mention Weiser, but she can certainly be lumped in with Ramey.
    Dec 26 09:44 AM | 1 Like Like |Link to Comment
  • Navigating The Labyrinth That Is Herbalife [View article]
    There are packaging and handling charges and then there are shipping charges. Both are levied on retail sales figures. Why?

    A distributor pays 7% to Herbalife for the company to package its goods. But the 7% is extremely misleading. No one buys at retail. As pointed out, Herbalife is essentially charging up to 14% (based on the actual purchase price) for Herbalife to box up the goods. Does this seem fair to you?

    You seem to be missing the point that that 7% (based on retail) is just for 'packaging and handling'. There is a completely separate shipping charge - which is also based on the retail price.

    All that we are trying to point out is that the packaging, shipping and handling revenues for Herbalife seem to be extremely high.

    Ackman had a slide in his presentation yesterday, which compared Herbalife's shipping and handling revenues in comparison to Avon. I suggest you go take a look.
    Dec 21 11:15 AM | 1 Like Like |Link to Comment
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66 Comments
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