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The Unintelligible Investor

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  • Ebix: Not a Chinese Fraud, But a House of Cards Nonetheless, Part III [View article]
    We said pretty well the exact same thing on different Part's of the blog.
    Mar 25 01:06 PM | Likes Like |Link to Comment
  • Ebix: Not a Chinese Fraud, But a House of Cards Nonetheless, Part III [View article]
    agreed ... to me it implies that plenty of traders/shareholders knew about the some of the companies questionable tactics and vaulted out of the position once it became known publicly.

    Not alot of shareholders had conviction.
    Mar 25 01:04 PM | 1 Like Like |Link to Comment
  • Ebix: Not a Chinese Fraud, But a House of Cards Nonetheless, Part III [View article]
    I suggest you read David Einhorn's book "Fooling Some of the People all of the Time". The author's fears are not unwarranted.
    Mar 25 01:01 PM | 1 Like Like |Link to Comment
  • Ebix: Not a Chinese Fraud, But a House of Cards Nonetheless, Part I [View article]
    1000% agree
    Mar 25 12:56 PM | 1 Like Like |Link to Comment
  • Ebix: Not a Chinese Fraud, But a House of Cards Nonetheless, Part I [View article]
    Well ... if you read through even the first paragraph ... hell, if you read the TITLE, you would understand that he is NOT comparing it to a chinese reverse merger. For god's sake, the title says: "EBIX: NOT A CHINESE FRAUD" He is simply saying that it is probably way overvalued.

    And, frankly, who gives a damn what his identity is!?!?! Does it matter if this was written by Ben Bernanke, David Einhorn, Seth Green, or Santa Clause????

    If you think the analysis is correct, then sell. If you think the analysis is incorrect BUY.

    If you are upset that you own a stock that has been revealed to be waaaaayyyy overpriced ... too bad for you. that's how the market works. you can't be throwing people in jail everytime they make a reasoned argument.
    Mar 24 05:33 PM | 14 Likes Like |Link to Comment
  • Ebix: Not a Chinese Fraud, But a House of Cards Nonetheless, Part I [View article]
    ya, I believe Enron was also well covered by analysts. And Worldcom too. And Lehman Brothers. And Parmalat, and SunBeam, i could go on forever.
    Mar 24 04:04 PM | 8 Likes Like |Link to Comment
  • Ebix: Not a Chinese Fraud, But a House of Cards Nonetheless, Part I [View article]
    my sentiments exactly
    Mar 24 04:01 PM | 1 Like Like |Link to Comment
  • Ebix: Not a Chinese Fraud, But a House of Cards Nonetheless, Part I [View article]
    Would you suggest that anyone who writes a positive article or research report and discloses that they have a long position "be investigated"?

    If you are long EBIX, you should probably just read the report, which I doubt you have, and make a judgment based on the facts. If you believe his statements to be incorrect, the market will come around.

    He in no way deserves to be investigated for sharing his views, all of which have a reasonable basis.
    Mar 24 04:01 PM | 12 Likes Like |Link to Comment
  • Ebix: Not a Chinese Fraud, But a House of Cards Nonetheless, Part III [View article]
    the stock is not down ~20% because of a scandalous short seller undertaking a baseless smear campaign.

    the stock is down ~20% because a well reasoned, well researched argument has been made as to why EBIX is a flaming turd.

    I await the CEO of EBIX's response, which will without doubt be a rehashing of the same defiant, empty rhetoric of every other man whose lies have caught up to him.
    Mar 24 03:41 PM | 7 Likes Like |Link to Comment
  • Green Mountain Coffee: A Prime Short Candidate [View article]
    this type of poor rationale woud make me very nervous if I was a Green Mountain shareholder. Smells like the tech bubble. granted, at least there actually are earnings.
    Feb 4 02:56 PM | Likes Like |Link to Comment
  • Green Mountain Coffee: A Prime Short Candidate [View article]
    actually, if you read it again, you'll see that Paragraph 3 refers to "OPERATING INCOME", which is EPS before things like interest. And, of course, interest payments would decline as debt is paid down from the proceeds of equity issuance.

    so while EPS might be increasing, OPERATING INCOME per share is not.
    Feb 4 02:54 PM | 1 Like Like |Link to Comment
  • Robert Shiller Thinks Stocks Are Overvalued. I Don't [View article]
    There are 3 components to price:

    Earnings - gradually making a comeback
    growth - probably only slightly underestimated at this point in the market cycle.
    interest rate (cost of capital) - lower than its ever been in history.

    P/E ratio does not account for prevailing interest rates, so use with caution.
    Jan 28 03:42 PM | Likes Like |Link to Comment
  • Helen of Troy: Boring, But Cheap [View article]
    very intriguing opportunity. I love boring companies with lots of free cash that use it for acquisitions.

    any idea why they were spinning their heels from a revenue perspective in the latter half of the 2000s?
    Jan 25 11:24 AM | Likes Like |Link to Comment
  • Facebook and Groupon Valuations: Party Like It's 2000 [View article]
    you've hit the nail squarely and firmly on the head. i hope the bubble doesn't burst pre-IPO. i may have plenty of stock to short!
    Jan 17 05:18 PM | 1 Like Like |Link to Comment
  • The 12 'Dumbest' Investments You Could Make Right Now [View article]
    I am a big believer in this investment style with the major caveat that, as thickheaded as the market may be at times, sometimes the market prices things correctly. just because a stock or commodity is down, doesn't mean its below its intrinsic value. when you really make the money is when you are right and the market is wrong.
    Dec 15 11:31 AM | Likes Like |Link to Comment
COMMENTS STATS
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