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  • Recognizing Pyramids - Without A Lawyer, An Economist, Or The FTC [View article]
    Bravo Robert. Great, great article.
    Jan 11, 2013. 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, 2013. 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, 2013. 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, 2012. 04:41 PM | 3 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, 2013. 04:06 PM | 2 Likes 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, 2013. 11:44 AM | 2 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, 2013. 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, 2013. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 10:30 AM | 2 Likes Like |Link to Comment
  • Herbalife Earnings And Stock Price Bolster CEO Johnson [View article]
    I agree that Ackman stepped into a rather perilous situation when he began his crusade against Herbalife. Yet-I've always believed that once the consensus tilts to one side, that the other side is the right place to be. I'm getting that sense now with Herbalife. The bulls have taken over. Tim Ramey is pounding his chest. Bill Ackman looks like a fool. Carl Icahn looks like the brilliant corporate raider..again.

    Don, you can't ignore the facts. Herbalife has been operating as an illegal pyramid scheme since the mid 1980's. The rich get richer, the poor (mostly Latino's nowadays) get poorer. The company has woven a web of confusion that even the smartest of regulators likely have trouble understanding. With pressure from many sides now, there will at some point be further investigation into their business practices. From whom and when it happens is the million dollar question. It could happen in a month...or 5 years. No one knows.

    And I think you've sold Ackman a bit short in pointing out all of his failures. Let's not forget MBIA. It took over 7 years for the story to play out. Analysts raised price targets. Rating agencies ignored his pleas to downgrade the company. The stock rocketed higher making him look like a blabbering idiot, just as many seem to be saying with Herbalife now. He never backed down.

    Sure, one cannot dismiss the track record of Carl Icahn, but let's face it--Carl saw blood and went for the kill. Would you be surprised if he sold his stock next week just as he did with Netflix?

    I still side with Ackman and believe that the long term picture for Michael Johnson and Herbalife will be an ugly one--riddled with investigations and accusations. Oh and BTW, have you listened to Michael Johnson on an earnings call? Are you seriously getting the warm and fuzzies from this guy? I never have, and I wouldn't let the fact that he came from Disney sway an investment opinion.

    Good luck with any potential investment. It should be an interesting ride whatever the outcome may be.
    Oct 31, 2013. 09:54 AM | 1 Like Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    You can look at our website. Our first report came out on Dec 19th, the day before Ackman's presentation. We have been researching HLF for a long time.
    Feb 8, 2013. 12:54 PM | 1 Like Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    And your point is?

    Yes, we are in this to make money.

    Are you shocked?

    I wouldn't present something to the public that I didn't strongly believe in. This is something that we have spent a LOT of time researching.
    Feb 8, 2013. 12:42 PM | 1 Like Like |Link to Comment
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