Tom Lindmark
Tom Lindmark
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267 Comments
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Sequestration And Rounding Errors [View article]
Herbalife - A Case History In Bad Due Diligence [View article]
A couple of points.
1. I was wrong when I said that Hempton did not have an interest in Herbalife. Mea Culpa. He is long Herbalife but I don't think that invalidates his observations or the point of my post.
2. Hempton is a pretty analytical guy. If you check out his writing I think you will conclude that he did more than just drop by a Herbalife outlet.
3. Contrary to some of the comments, I've never seen any evidence that Ackman or any of his subordinates did in fact spend time in Herbalife outlets.
4. This post was mostly a way of ranting a bit about the propensity of modern analysts, bankers etc. to rely on spread sheets as opposed to getting a bit of dirt under their fingernails. I think Hempton demonstrates the value of getting a granular view and Ackman the peril of ivory tower analysis.
And finally, thanks for reading the post and commenting. It's always nice to confirm that their is life out there.
Boeing's Dreamliner Nightmare [View article]
Boeing's Dreamliner Nightmare [View article]
I highly recommend that you follow his link to the Seattle Times editorial which provides some context for what has transpired and despite being the hometown newspaper opines that Boeing has a right to site its plants where it chooses.
Two Views of the Housing Market [View article]
How's that for fence straddling.
The End of the Welfare State - Coming Someday [View article]
Economic Recovery Looking a Bit More Solid [View article]
Could the Foreclosure Debacle Benefit Banks? [View article]
Buffett: There Will Be No Double Dip [View article]
The Growing Public Pension Monster [View article]
Austerity or Stimulus? G20 Sparks a Discussion [View article]
What do you think would constitute serious measures?
Moving on From Fixed Rate Mortgages [View article]
Home Sales Raise More Questions Than They Answer [View article]
Congress: Behind the Economic Fraud [View article]
What's the End Game for a Long-Term Recession? [View article]
I have no particular animosity towards the movement and think some of their positions are worth serious consideration. At the same time, I do feel they are a bit too inflexible. At any rate, that's a subject for another post, so for now take the phrase I used as having been inadvertant with no slight intended.