Sunil Shah

Long/short equity, value
Sunil Shah
Long/short equity, value
Contributor since: 2008
Company: searching . . . for the oracle in troubled times
Mon, 3:48 AM
Sunil Shah
$HLF how lame of the DA of NY. The FTC investigation which is more comprehensive will put DA of NY to shame. But pathetic all the same.
Jan 11, 10:19 AM
Sunil Shah
$EBIX Xch plc bid now only a very remote possibility. Time to buy for a stellar bounce into 4q 15 and 1q 16 results. Yarget is +39$ in 1yr.
Jan 3, 12:24 PM
Sunil Shah
$TSLA comedian Trip Chowdry was way off on his bullish note a mere week ago. They barely scraped the low bar, 17400 (re 17000) whereas he...
12/2/15
Sunil Shah
$TWTR founder E Williams dumps 1.8 m more shares disguising sale as through a charitable trust http://on.mktw.net/1OwIJc5
11/30/15
Sunil Shah
$EBIX: "Future looks great! Why on earth bid for Xchanging Plc?" New article out 7AM EST today. A reckless and totally unneccessary move
11/27/15
Sunil Shah
$TWTR getting nailed by new $FB alternative for immediate news called Notify. This is the beginning of the end for Tweets...
11/23/15
Sunil Shah
$EBIX it seems perverse that there is no buying support. This is why it's such a perfect short. Co should be ready to buy on crazy moves.
11/17/15
Sunil Shah
$HLF How does Hoffman know this has nothing to do with HLF? The companies have not been named. Is he privy to info not in public domain? wow
11/17/15
Sunil Shah
$HLF is this the start of the regulatory overhaul that we have all been waiting for? It's taken far TOO long - 35 years! Better late than...
11/17/15
Now $HLF and the prediction is incorrect and before there was $VRX was going to $150 after the new conference. Wrong again....
11/11/15
Sunil Shah
$HLF Report excerpt and link is here. NY Senator finds numerous false claims and deception at HLF http://bit.ly/1PoHLzN
"..Since 2004, only 56 Herbalife victims in New York ". 56 unhappy micro-entrepreneurs or customers in 11 years. sounds pretty low?
11/13/15
@HLFstudy, the FTC "only" received a little over 140 complaints due to Vemma. A lot of HLF victims merely cut their losses and run.
11/11/15
Sunil Shah
$HLF NY State Senator Jeff Klein publishes a report showing evidence that HLF is a major pyramid scheme, with egs of deceitful claims. Sell!
11/13/15
Just noticed your $HLF sell. What about you $VRX prediction of $150 that has gone way south?
10/27/15
Sunil Shah
$TWTR . Excluding SMS Fast Followers, MAUs were 307 min for the third q compared to 304 m in the previous q. OUCH! Told ya. Sell quarter. M
10/22/15
Sunil Shah
$VRX going back to $150 on Monday. The Citron rep is replete with errors and incorrect conclusions. As a CPA, $VRX has alrdy refuted it
10/22/15
So then you should be buying at this price $VRX...Why did the company go to great lengths to hide relationships? Dream on
10/22/15
I did at 102 today
10/22/15
Sunil Shah
$VRX every one of Citron's bear points are systematically refuted. PHIL and R&O share a call centre; revenue only seen on 3P sale. BUY $VRX
10/22/15
We're dumping now in 110s... 1 batch gone at 110.25 & soon other two
10/22/15
110.05 109.70 all done an all 3 are happy
10/21/15
Sunil Shah
$HLF are investors assuming Valeant's problems will oblige Ackman to cut his short on $HLF? Very premature - he can ride this and shine
10/21/15
Sunil Shah
$VRX Citron Research says they have a smoking gun on VRX. new target $50. Read their first research - prescient!
10/21/15
Ask them about their "smoking gun" on $QCOR
10/6/15
Sunil Shah
$HLF rising because of Pershing's pain on $VRX. Do you really think Ackman will capitulate on his $HLF short due to this? I am certain NOT
9/21/15
Sunil Shah
$HLF will Herbalife's share price today register its imminent collapse, after Vemma? FTC should be about ready by now to deal with $HLF
9/14/15
Sunil Shah
$HLF Vemma boss asks FTC to unfreeze his assets, frozen last week. Permission DENIED! Let this be a foretaste of things for HLF Officers..
9/9/15
Sunil Shah
$HLF probes reporter believes DOJ criminal investigation is now ongoing and material. http://bit.ly/1LXdyUh
$HLF jail time for officers a real threat. Fascinating look at evolution of disclosrures and what they mean...
8/28/15
Sunil Shah
$TWTR jumps at 3pm on news Dorsey is key CEO contender. Hallelujah! let's crack the champers! No hope in hell of a turnaround
8/28/15
$TWTR announced it will hire based on gender and race to fill out target percentages. Not sure that's a good thing for shareholders.
7/29/15
Sunil Shah
$TWTR What can a new CEO do that hasnt been tried yet?? Essentially a flawed advertising medium that will never appeal to mainstream mkt.
7/29/15
underlying paradox is that to make it appealing to mass users, it will cease to be so for power users. $TWTR crashes between two stools.
7/29/15
If the game is monetizing eyeballs via advertising than ya gotta get them.Sure Dorsy will shop TWTR to a parent who can get the #s on board
6/30/15
Sunil Shah
$TWTR why would anyone buy this declining fad for about $30 bn ?? Seems preposterous even in today's world....
6/30/15
@IR yup almost shorted $GPRO too. Guess I'm just ol fashioned and believe in valuations. yikes what a casino....!
6/30/15
@IR yup almost shorted $GPRO too. Guess I'm just ol fashioned and believe in valuations. yikes what a casino....!
2/26/15
Sunil Shah
$HLF last qtr mgmt pumped the stock before horrible earnings. This qtr they are mum. depicts extent of disappointment in the offing...sell
2/26/15
Sunil Shah
$CRM Marc-bend-my-ear-off wows psychophants again with his superlatives. Enough to make one lose faith in rational capital marekts. ouch
2/26/15
Lol
2/17/15
Sunil Shah
$EBIX Fidelity FMR ups their stake from 8.4% to 10.7% as per latest filing. We are on a short squeeze from Nirvana now...21 days short ratio
2/17/15
Manulife is the only large holder that reduced from sept to dec 14 from 6.8% to 4.8%. They must be kicking themselves as here we go squeeze
2/18/15
analysis of inst shdr s at 31 dec 14 shows only weak selling hand was Manulife. They still had 1.7m to sell, versus short shares of 12.2m!!
2/17/15
Sunil Shah
$EBIX Ebix wins London market PPL tender.IT software firm Ebix has won tender that will allow electronic placementto the London market,
2/17/15
Sunil Shah
$EBIX Ebix wins London market PPL tender. Big win away from Accenture! Here we go...http://bit.ly/1L8rMAR
2/12/15
Sunil Shah
$EBIX div reinstated. short interest as at 30 Jan still a massive 12m shares or 19 days trading!! It has declined by 0.9m but more to come!
curious as to the status of the buyback.
1/6/15
Sunil Shah
$EBIX Big grey clouds vanish with IRS clearance. This will be followed promptly by SEC clearance. Not much to stop this now...
1/6/15
I sure hope your right about the SEC clearance following. If you are this thing is going to fly!!!
Seems $EBIX has a way to go if it follows this study http://bit.ly/1xIHrC9
12/31/14
Sunil Shah
$HLF debunked another lie portrayed as 'fact' by this pyramid. see comment http://seekingalpha.com/c/r72j5
11/20/14
Sunil Shah
$CRM something that Benioff is not superexcited on? it comes with a reduction in sales f16 and NOT ONE analyst challenges it. Laughable.