Stan Ackman

Long only, growth at reasonable price
Stan Ackman
Long only, growth at reasonable price
Contributor since: 2013
12/4/15
Stan Ackman
$GPRO officially slashed Session price to $199. The company is on course to miss Q4 guidance. Clearly a desperate action.
7/1/15
Stan Ackman
$KORS finally falls into the buy category.
7/1/15
I think it is a little too early for KORS
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.
4/28/15
Stan Ackman
$COH China sales went up 10%, but all came from 12% Y/Y store count increase. Implied comps are negative.
3/19/15
Stan Ackman
$VNCE is a perfect example of a channel stuffing fueled double digit growth story. Now the story ends.
1/13/15
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.
8/19/14
Stan Ackman
$TRMR and $YUME, after all, become the same size again.
Charles, I only watch for fun. I don't prefer either of the two.
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.
8/14/14
Stan Ackman
$YUME has negative marginal profit. YOY, spent $5 mm more on sales to get only $3 mm more gross profit.
8/7/14
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
This is the reason LULU moved up in the after hour.
Huge news for $LULU...WOW!
7/23/14
Stan Ackman
Another new face in $TRMR's senior management team.
$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
I see it too. Everybody wants to make things loud.
7/21/14
Stan Ackman
$TRMR's communication dept must be very busy. There is a press release almost everyday.
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.
I don't see why it couldn't. The severe drop in July has no news supported at all.
7/15/14
Stan Ackman
$KORS has become a slave of beating the street by offering high discounts just as $COH did.
7/3/14
Stan Ackman
$COH Exec Chairman Frankfort to Work on Part-Time Basis.
I consider this a bad news. Frankfort is likely a hurdle for COH's turnaround. He will undermine Victor's power.
Nice try Stan. Won't work.
6/24/14
Stan Ackman
It Is Still Not A Good Time To Buy Coach $COH http://seekingalpha.com/a/1cxr5
6/20/14
Stan Ackman
$COH FY15 profits will likely plunge 50%. The stock is not cheap. Turnaround will be long and have a chance of failure.
But factory stores' strong performance drags the full price store and Coach's brand position.
Management still does not want to limit factory stores given their cash cow status.
6/19/14
Stan Ackman
No surprise $COH dropped 5% again today. It is not a good strategy to buy troubled companies prematurely.
One of my ideas I cant buy because I bought COH for a 3rd time is PDCO.
Where COH is today can very likely be where LULU will be a year later.
5/2/14
Stan Ackman
Skullcandy's Earnings Are Not As Rosy As They Appear $SKUL http://seekingalpha.com/a/1avuv
5/2/14
Stan Ackman
I submitted an article to SA for $SKUL about my takeaways on the CC. I wish people can see the article earlier.
I am working on one right now. Look forward to reading yours Stan.
Look forward to yours too. I hope readers don't feel I wrote it after the price reversal.
5/1/14
Stan Ackman
$SKUL's growth driver international mkt shows GM declined to 44.9% from 48.1% a year old.
I bet that 15% AH was triggered by very thin volume. Maybe as low as 1 share...
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
4/29/14
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.
Management's response towards this strategy doesn't make any sense. $COH will officially to be factory Coach.
3/28/14
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.
3/6/14
Stan Ackman
$SODA is still a 11 am stock. :) Always peaked around 11 am.
2/27/14
Stan Ackman
$JCP may pump up guidance to wish for a less costly offering. In short-term, it may not matter. March SSS won't come in more than a month.
2/26/14
Stan Ackman
$JCP jumped AH. It seems every stock "Distressed Debt Analyst" is bearish at goes up a lot.
What a leading indicator from our "sophisticated" Distressed Debt Analyst.
2/26/14
Are you Bill's brother?
2/26/14
Stan Ackman
$SODA is a morning UP afternoon DOWN stock. Quite interesting.
very true,,
1/31/14
Stan Ackman
Look at SA, $AAPL may be the stock with the most bullish sentiment. But look at how the stock perform this year... Get something?
it's the manipulation that matters
$500B stock is manipulated? Somebody must be really rich.
1/27/14
Stan Ackman
As expected, $AAPL sold as many i devices as possible in Q4. It will have very thin sales volume next quarter.
1/13/14
Stan Ackman
Not surprised to see $JCP drops below $7 again.
Temptation is high. But I agree with STAN. $JCP should test its low or nearby before reversing up to USD10.
After the desperate news, $7 seems to be the cap rather than the bottom for $JCP.
12/11/13
Stan Ackman
$VRA delivered the same old earning report. Higher than estimated earning but significantly low outlook.
12/5/13
Stan Ackman
$NUAN will have proxy report available soon. Icahn may have a big proposal there. We will see.
12/5/13
Stan Ackman
It looks many hedge funds are racing each other to sell $JCP now.
11/18/13
Stan Ackman
Does anybody notice AT&T offer $AAPL iPhone 5s for $99 now with 2 year contract?
11/18/13
Radio Shack is just a struggling retailer. What matters is big players such as AT&T.
11/18/13
ATT might be in trouble too. Pressure from no-contract competitors in cell space and future pressure from non-cable providers in TV.
11/1/13
Stan Ackman
Surprised to see $AAPL iPad Air is still available both online and in store.
B/C of the form factor is similar to the air and that they were manufacturing ahead of holiday season, there shouldn't be supply constraints
11/3/13
Big lines at the Apple store in LA this weekend.