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Sunil Shah  

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  • Herbalife's Pyramid Scheme Is Starting To Collapse: FTC Should Act Soon [View article]
    Thanks Matt, this is the most damning evidence.
    I guarantee you the EMEA figure - being the least regulated (59 countries, loose regulatory regimes, relatively illiterate populations in Africa) is the most prone to manipulation.

    And that's all they can point to, to illustrate the 'growth potential' of their revised policies.

    Actually laughable if it wasnt so sad.
    Feb 27, 2015. 10:22 AM | 3 Likes Like |Link to Comment
  • Herbalife beats by $0.19, misses on revenue [View news story]
    Still think it was a very good report?
    Dont want to gloat, but it was apparent on reading the 3 page release this was a massive downgrade on forecasts.

    Now let's wait and see the impact of an FTC/SEC severe slap on the wrist.
    Feb 27, 2015. 10:17 AM | 1 Like Like |Link to Comment
  • Herbalife's Pyramid Scheme Is Starting To Collapse: FTC Should Act Soon [View article]
    HERBALIFE YOY RECRUITMENT TRENDS.

    MATT Where did you get this data?
    I CANT FIND IT ANYWHERE ON THEIR 10k ANNUAL REPORT

    Thanks
    Feb 27, 2015. 06:46 AM | 4 Likes Like |Link to Comment
  • Herbalife's Pyramid Scheme Is Starting To Collapse: FTC Should Act Soon [View article]
    The only region EMEA with any growth is the least regulated. I am willing to bet they have massaged the figures by pumping inventory into distributors and creating sem--fictitious downlines.

    I live in South Africa; despite a huge herballife inc fest here 2 years there is NO new traction. Internet is proliferated with dissatisfied distributors. How they claim they had 15% YOY growth is absolutely beyond me.
    Feb 27, 2015. 05:59 AM | 6 Likes Like |Link to Comment
  • Herbalife beats by $0.19, misses on revenue [View news story]
    Half the $1.2 eps downgrade attributable to forex. The REST 60c is volume downgrades. house of cards is crumbling without FTC/SEC
    Feb 26, 2015. 06:00 PM | 3 Likes Like |Link to Comment
  • Herbalife beats by $0.19, misses on revenue [View news story]
    hi not sure about reports you get, but adjusted eps is down primarily due to forex. Now
    1) any global company has to deal with forex - hardly an exceptional item
    2) their downgrade on apparent forex is just way too high - they will get caught out.
    That's my take anyway. Best of luck, 1 am in CT, nite nite
    Feb 26, 2015. 05:24 PM | 2 Likes Like |Link to Comment
  • Herbalife beats by $0.19, misses on revenue [View news story]
    Now up 2% ah from 6%.

    Let's defer judgement on their 'enviable spectacular' heavily-massaged numbers and forecasts until tom, shall we.
    Feb 26, 2015. 04:52 PM | Likes Like |Link to Comment
  • Herbalife beats by $0.19, misses on revenue [View news story]
    they have masked a 1.2$ fall in f15 eps as a 'currency adjustment'. There is no way it could be this large (20% of eps!!) They are about to get shot out of their aloe vera tree for lying
    Feb 26, 2015. 04:40 PM | 3 Likes Like |Link to Comment
  • Herbalife beats by $0.19, misses on revenue [View news story]
    "Adjusted" eps forecast for 2015 is $4.30 versus current consensus of $5.08.
    This is a huge downgrade to earnings expectations, disguised as a 'currency adjustment'. Just a matter of time until market sees through this.
    Feb 26, 2015. 04:28 PM | 8 Likes Like |Link to Comment
  • Ripping The Shorts' Faces Off! [View article]
    @watchingfromabove
    Thanks for your helpful ans. I understand technology could play a disruptive and constantly changing role in the outlook for Tesla, and yes, I'm not nearly qualified to assess the market opportunity/worth of the stock.

    However the disruptive technological impact on AMZN is far more limited and the estimations are within my grasp - they already have their established market opportunity and it aint generating any profit. Yet reconciling its market cap with a premise of rational financial markets is, IMO, impossible.
    Feb 22, 2015. 12:07 PM | Likes Like |Link to Comment
  • Ripping The Shorts' Faces Off! [View article]
    Does that mean one abandon's ones faith in rational markets that SHOULD have valuations (and expected future returns) as the central anchor? If so, what replaces it?

    This argument applies to going long and short, as the market forces cant be asymmetric -if you cant short on valuation, you cant be long on valuations either....

    Interested in your opinion Paulo.
    Feb 22, 2015. 03:40 AM | Likes Like |Link to Comment
  • Herbalife's Cash Expected To Be Reduced By Latest Venezuela Exchange Rate [View article]
    Do you honestly believe HLF will have a viable leg to stand on in other countries if it is shut down in the US?

    It would sooo easy to illustrate they are a con - how many distributors are you going to recruit in the third world when it's branded a pyramid in the US....

    I cant wait to see their new marketing campaign explaining that one away.
    Feb 14, 2015. 01:06 AM | 2 Likes Like |Link to Comment
  • Herbalife's Cash Expected To Be Reduced By Latest Venezuela Exchange Rate [View article]
    "if it shuts down HLF the stock will drop 20+%"

    cant pseudo billionaires count upto 100%?

    IF FTC shuts it down, it is shut down, to state the obvious.
    Feb 13, 2015. 09:53 AM | 2 Likes Like |Link to Comment
  • Herbalife off on Venezuela currency devaluation [View news story]
    There's also the revaluation of their Bolivars on balance sheet - 'profit' from historic years not repatriated - to be written down on next earnings.

    In my opinion the issue boils down to this fundamental incongruence:

    -HLF has restated their claim. They now assert more than 90% of distributors take HLF product for personal use, NOT for additional income on resale.

    -Surveys done (commissioned by HLF themselves and 3 Parties) claim that at least 50% of distributors are seeking an additional income.

    There it is. The massive chasm that can only be filled by a restatement of HLF's mission and marketing thrust; to realign their current misrepresentative posturing to the real existing profile of their distributors.

    "Don't become a distributor to make money, because 98% of existing distributors do so purely for personal consumption."

    This should be a restatement mandated by the authorities. Anything else would be leaving their marketing as fraudulent. This is so obvious it is alarming. When it happens,

    Then starts the crumble in the house of cards. Recruitment by con becomes impossible. Not long to go now, but why are the authorities dragging their feet?
    Feb 10, 2015. 12:55 PM | 2 Likes Like |Link to Comment
  • Why Investors Who Listen To Tim Ramey Will Get Their Capital Churned [View article]
    Barring 'biases' (with or without a fiduciary duty), IMO the issue boils down to this fundamental incongruence:

    -HLF has restated their claim. They now assert more than 90% of distributors take HLF product for personal use, NOT for additional income on resale.
    -Surveys done (commissioned by HLF themselves and 3 Parties) claim that at least 50% of distributors are seeking an additional income.

    There it is. The massive chasm that can only be filled by a restatement of HLF's mission and marketing thrust; to realign their current misrepresentative posturing to the real existing profile of their distributors.

    "Don't become a distributor to make money, because 98% of existing distributors do so purely for personal consumption."

    This should be a restatement mandated by the authorities. Anything else would be leaving their marketing as fraudulent.

    And then starts the crumble in the house of cards. Recruitment by con becomes impossible. Not long to go now, but why are the authorities dragging their feet?
    Feb 10, 2015. 11:20 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
633 Comments
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