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Stan Ackman  

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  • Stan Ackman
    $KORS finally falls into the buy category.
    Jul 1, 9:02 AM
    Reply (2)
    • kakawka: I think it is a little too early for KORS
      Jul 1, 9:28 AM
    • Stan Ackman: Yes. It may fall to $40. That's why I didn't call it strong buy. However, $42 is a good price to initiate a position.
      Jul 1, 9:34 AM
      • Stan Ackman
        $COH China sales went up 10%, but all came from 12% Y/Y store count increase. Implied comps are negative.
        Apr 28, 8:46 AM
        Reply
          • Stan Ackman
            $VNCE is a perfect example of a channel stuffing fueled double digit growth story. Now the story ends.
            Mar 19, 9:08 AM
            Reply
              • Stan Ackman
                Realized a nice return on $SKUL after 4 months of holding this morning. It is the second time SKUL made me more than 45% return.
                Jan 13, 11:44 AM
                Reply
                  • Stan Ackman
                    $TRMR and $YUME, after all, become the same size again.
                    8/19/14
                    Reply (6)
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                    • Stan Ackman: Charles, I only watch for fun. I don't prefer either of the two.
                      8/19/14
                    • Equitable Research: I put $YUME in my "preferred" category. In fact most preferred in the ad tech space. I think $TRMR is very cheap, but lacks technology adv.
                      8/19/14
                      • Stan Ackman
                        $YUME has negative marginal profit. YOY, spent $5 mm more on sales to get only $3 mm more gross profit.
                        8/14/14
                        Reply
                          • Stan Ackman
                            Tricky move by Wilson and Advent on $LULU. Advent paid about $43 per share, but no hostile M&A in 1.5 years
                            8/7/14
                            Reply (3)
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                            • Stan Ackman: This is the reason LULU moved up in the after hour.
                              8/7/14
                            • davelane814: Huge news for $LULU...WOW!
                              8/7/14
                              • Stan Ackman
                                Another new face in $TRMR's senior management team.
                                7/23/14
                                Reply (2)
                                • Equitable Research: $YUME and $TRMR are having a PR war. $YUME sends a PR today as like a followup on yesterday's PR. http://yhoo.it/1tzK2tV
                                  7/23/14
                                • Stan Ackman: I see it too. Everybody wants to make things loud.
                                  7/23/14
                                  • Stan Ackman
                                    $TRMR's communication dept must be very busy. There is a press release almost everyday.
                                    7/21/14
                                    Reply (7)
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                                    • Equitable Research: I bought some $MM also today. Can't see either of those getting much cheaper even with bad results and good results could launch them.
                                      7/21/14
                                    • Stan Ackman: I don't see why it couldn't. The severe drop in July has no news supported at all.
                                      7/21/14
                                      • Stan Ackman
                                        $KORS has become a slave of beating the street by offering high discounts just as $COH did.
                                        7/15/14
                                        Reply
                                          • Stan Ackman
                                            $COH Exec Chairman Frankfort to Work on Part-Time Basis.
                                            7/3/14
                                            Reply (2)
                                            • Stan Ackman: I consider this a bad news. Frankfort is likely a hurdle for COH's turnaround. He will undermine Victor's power.
                                              7/3/14
                                            • Willow Street Investments: Nice try Stan. Won't work.
                                              7/3/14
                                              • Stan Ackman
                                                It Is Still Not A Good Time To Buy Coach $COH http://seekingalpha.com/a/1cxr5
                                                6/24/14
                                                Reply
                                                  • Stan Ackman
                                                    $COH FY15 profits will likely plunge 50%. The stock is not cheap. Turnaround will be long and have a chance of failure.
                                                    6/20/14
                                                    Reply (10)
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                                                    • Stan Ackman: But factory stores' strong performance drags the full price store and Coach's brand position.
                                                      6/23/14
                                                    • Stan Ackman: Management still does not want to limit factory stores given their cash cow status.
                                                      6/23/14
                                                      • Stan Ackman
                                                        No surprise $COH dropped 5% again today. It is not a good strategy to buy troubled companies prematurely.
                                                        6/19/14
                                                        Reply (28)
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                                                        • Willow Street Investments: One of my ideas I cant buy because I bought COH for a 3rd time is PDCO.
                                                          6/19/14
                                                        • Stan Ackman: Where COH is today can very likely be where LULU will be a year later.
                                                          6/19/14
                                                          • Stan Ackman
                                                            Skullcandy's Earnings Are Not As Rosy As They Appear $SKUL http://seekingalpha.com/a/1avuv
                                                            5/2/14
                                                            Reply
                                                              • Stan Ackman
                                                                I submitted an article to SA for $SKUL about my takeaways on the CC. I wish people can see the article earlier.
                                                                5/2/14
                                                                Reply (3)
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                                                                • Equitable Research: I am working on one right now. Look forward to reading yours Stan.
                                                                  5/2/14
                                                                • Stan Ackman: Look forward to yours too. I hope readers don't feel I wrote it after the price reversal.
                                                                  5/2/14
                                                                  • Stan Ackman
                                                                    $SKUL's growth driver international mkt shows GM declined to 44.9% from 48.1% a year old.
                                                                    5/1/14
                                                                    Reply (3)
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                                                                    • Stan Ackman: I bet that 15% AH was triggered by very thin volume. Maybe as low as 1 share...
                                                                      5/2/14
                                                                    • Stan Ackman: Small caps with less than $5/sh can easily see action like this. Someone may want to create a illusion of huge gain by trigger a few shares
                                                                      5/2/14
                                                                      • Stan Ackman
                                                                        $COH still plans to open 15 factory stores while close 15-20 full price stores. Soon, COH will have more factory stores than full price.
                                                                        4/29/14
                                                                        Reply (1)
                                                                        • Stan Ackman: Management's response towards this strategy doesn't make any sense. $COH will officially to be factory Coach.
                                                                          4/29/14
                                                                          • Stan Ackman
                                                                            I run a DCF model for $LULU with the latest info and a relatively good scenario. Turn out it is worth $52 per share.
                                                                            3/28/14
                                                                            Reply
                                                                              • Stan Ackman
                                                                                $SODA is still a 11 am stock. :) Always peaked around 11 am.
                                                                                3/6/14
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