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conom20

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  • Dear John Hempton: It's Not A Weight Loss Cult, It's A Confidence Game [View article]
    @jd yes, perhaps....
    Aug 12 05:28 PM | 3 Likes Like |Link to Comment
  • Dear John Hempton: It's Not A Weight Loss Cult, It's A Confidence Game [View article]
    " I suppose I may still be a "Clueless Short Seller" " Matt Stewart

    Well, at least he acknowledges it
    Aug 12 01:05 PM | 6 Likes Like |Link to Comment
  • Dear John Hempton: It's Not A Weight Loss Cult, It's A Confidence Game [View article]
    http://cnnmon.ie/1sMKEeY

    I've been saying for some time that going short HLF was a very poor risk reward bet, Ackman finally admits it in this interview. This was not linked by any short seller I think.

    Bob Chapman recently declared that Ackman could be trading CDS and 2019 illiquid bonds to indirectly drive the stock down. I don't know if that's true but I suggest people do their own due diligence on Bill Ackman and do not rely on promotional books.
    Aug 12 08:26 AM | 3 Likes Like |Link to Comment
  • Dear John Hempton: It's Not A Weight Loss Cult, It's A Confidence Game [View article]
    I'm done proving Matt Stewart wrong. But I have a simple question: What's the point of writing so many articles if you're always going to write the same thing? I see the same 3 or 4 guys posting the same stuff over and over again... Nothing changes, no new information, why are you doing this?
    Aug 12 05:07 AM | 5 Likes Like |Link to Comment
  • Update: Theravance Reports Increased Patient Access And High Confidence In Dividend [View article]
    Thanks for the update ER. The issues with PBM proved to be temporary. I think PBMs have more bargaining power, in fact ESRX, CVS could prove to be successful long term investment. Maybe GSK doesn't have the same pricing power it used to but Anoro and breo still look very promising.
    Aug 8 09:25 AM | Likes Like |Link to Comment
  • General Motors And Toyota: Examples Of How To Run A Company Effectively And Ineffectively [View article]
    I think it's unfair to say that Gm isn't taking responsibility, in fact they've been recalling every single car out there. It's pretty obvious that it's an entirely different company today, blaming it on "old GM" may be a PR strategy but they have a point.
    Aug 8 09:19 AM | 2 Likes Like |Link to Comment
  • Buy Theravance After Pullback [View article]
    My opinion in the past and it's still my contention is that we won't see Theravance royalties really pick up until the patent on GSK proprietary drug expires. This is just common sense, we'll see if I'm right.
    Aug 6 05:49 AM | 2 Likes Like |Link to Comment
  • Herbalife: POOF! There Goes The Bull Case [View article]
    First time QTR buys a call, stock misses earnings... Please QTR go short again!
    Jul 29 12:39 PM | 3 Likes Like |Link to Comment
  • Herbalife: POOF! There Goes The Bull Case [View article]
    Actually QTR is down on the stock since his first article came out in the mid 40s$. Now he says this is a 30$ stock, comes up he was short the stock for a 30% downside only. On the other hand I can name a few longs who are up several points on the stock. I suggest you watch QTR article history, if we have to evaluate performance at least let's do it right.
    Jul 29 12:37 PM | 3 Likes Like |Link to Comment
  • How Has Herbalife Kept The Game Going For So Long? [View article]
    I've never seen anyone speak so highly of the biased QTR. Tilson claims QTR has done more work "than anyone I've seen outside of Pershing Sq", this statement doesn't tell us much about Hetbalife, it does tell us something about Mr Tilson's research process though.
    Jul 27 04:16 AM | 10 Likes Like |Link to Comment
  • Herbalife And The Inefficient Market Hypothesis [View article]
    The other side of the inefficient market hypothesis=the lonely wrong man hypothesis
    Jul 26 02:19 AM | 5 Likes Like |Link to Comment
  • Why I'm More Confident Of My Herbalife Short Position Today [View article]
    Regulatory shorts=gambling, they never learn
    Jul 23 08:16 AM | 2 Likes Like |Link to Comment
  • The Stage Is Set... [View article]
    Today we had a great short squeeze, I wonder if Matt was one of the panicked buyers
    Jul 22 05:12 PM | 5 Likes Like |Link to Comment
  • Herbalife And The First Amendment [View article]
    After today's 25% QTR "continue to believe that Herbalife is a global confidence game and that the sooner the regulators shut it down, the better."
    Jul 22 04:56 PM | 2 Likes Like |Link to Comment
  • Italy: The New 'Powder Keg' Of Europe [View article]
    Italian families are very worried, the wealthy families too. Only difference wealthy guys are moving their assets to Swiss, Austria, England, Netherlands while the average earners will take the hit. Even if "their houses are paid" they worry that their children won't be able to keep their parents lifestyle and, in a society where family values are still quite important like Italy, that's a reason to save more, consumption is contracting across all income levels. One has to be blind not to see the level of social disintegration and widespread small business failure that's going on in Italy, especially in the South where the economy is contracting by mid single digit!!! Recent Banca d'Italia report is showing 4% decline in the South in 2013, worse than 2012! While the ECB is buyg sovereign debt the real economy shows no sign of recovery whatsoever.
    Jul 9 01:22 PM | 1 Like Like |Link to Comment
COMMENTS STATS
391 Comments
1,313 Likes