User 172125

Hedge Fund Tracking: Tremblant Capital

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Hedge Fund Tracking: Tremblant Capital

I like your post- and it was a great marketing tool to be able to include 50+ symbols- great syndication idea.

Although I am very pessimistic of 'anonymous' authors- I must say I took a look at your blog and like it very much.

Yes- it is great to follow what the funds are investing in- the increase in Gafisa was interesting -but not suprised by tremblant or atticus taking big V stakes- and look like they picked up some MA on the correction.

Interesting posts- and great link setup.......

AmEx's Pain Likely Discover's Gain

Frank- One other thing that doesn't make sense about you... I read your bio and you said that you are a fan of Warren Buffet. Warren (Berkshire) is Amex's largest shareholder yet you are playing DFS. That seems a bit contradictory?

AmEx's Pain Likely Discover's Gain

warelf- "rong headed" .....I'm laughing my ass off right now...

AmEx's Pain Likely Discover's Gain

Frank- If you are not GreenCap then you have a verbal twin- you sound and post just like him....

Anyway- moving on- DFS is growing by leaps and bounds I hear they just signed up Harry's used cars in Nebraska- and did some viral marketing and linked up with Maude's stereo shop next door!

On a serious note- as long as default rates are increasing there is no reason to let your money float for another year when you can catch momentum on V. For example, just take a look at the charts over the last couple of months- plenty of action- but with a safety net. If all you did was trade on dips and rallies and took profits every on every 5 dollar move you could have done quite well for yourself.

DFS will get a little bump from the MA/V settelement action. The lawsuit is going to trial in September. I still think this will settle this month (pre-trial). Now if that happens DFS will get a nice little bump. Is that the 'trick up the sleeve' frank- bullish on DFS because you think they will have a nice little bump this month??

Frank- Let's say you are not Green Cap- what are a few of the other stocks you like right now?

AmEx's Pain Likely Discover's Gain

Yes- Frank I hear DFS is on fire! They added 70 new accounts last month!!! They are now accepted at Ralph’s ribs in Tulsa!!!

Also- since you didn't want to come clean about who you are I am going to have to pull the cover. Anyone that has been reading Visa and MasterCard posts for some time will recognize the writing style of Frank Rong as that of GreenCapital (who then went on to become MATRADER). Notice that MA Trader stopped posting on his blog at the same time Frank Rong first appeared. Notice that GreenCapital stopped posting on Seeking Alpha when he re-invented himself as MA TRADER.

I repeatedly attempted to communicate with Ma/green cap- and asked him why he was 100% anonymous if he was an author of an investing blog. He never gave me the answer but continued to repeat that he would 'let me know who he was'. After losing the MA/V battle we now have Mr. Rong. , who by the way- ALSO goes by yet another handle called starting with 'MOJO'. I can't believe I was the only one to pick this up yet....

I noticed it when arguing with him over AXP/DFS vs. V. I could see the same semi-broken English and use of slang 'cherry' valuations. The only thing 'Frank' hasn't done is the old DFS will 'spit-chew-crush-etc' (which was a green cap trademark). BUT- the speech pattern is the same.

So- either Frank is helping to developing content for Seeking Alpha and is just taking the contra side of the V trade as it makes for solid traffic- or he is actually delusional enough to believe that DFS is a solid company (either scenario being sad- but both being deceitful).

Frank- give it up- you are green cap/ma trader. I see your cards.
For anyone else that finds this amusing go back to Green Cap and you will see the same syntax and speech patterns.

The Long Case for American Express

Just wanted to stop by and wish you all the best of luck on V/AXP/MA- and even DFS holdings. I have locked in my final V positions- and will still trade the shares - but have really spent enough time on the entire plastic revolution.

Final thoughts: Visa is a great long term play- and I have no doubts about that. Wish you all the best of luck on all your holdings and making it through the rest of the year in one piece!

GOOD LUCK

The Long Case for American Express

Yes- 164258- You are right AXP is cheap- and there is a reason that Warren Buffet is AXP's largest shareholder.

There model is not broken- agree 100% - and their default rates are actually reasonable- BUT- you must be willing to sit on your shares- and I repeat the same question; WHY??

Why would you want to do so- when you can actually make money. You will have months to move into AXP- there is no rush. If anything- why not just buy some LEAPS on AXP if you really want to sit on the shares- without tying up all your capital?

V is still a much better buy right now.

Why I'm Still Out of Mastercard and Visa

Yes- truth in vesting- It is smart to take profits, buy on dips, trade on bear rallies- now tell us something a 17 year old doesn't know.

One thing I can't figure out about so many of you is why you can't wrap your arms around the safety net that V offers instead of taking uneccesary risk trading a 'fad' stock like an IPI.

If, all you had done is buy and sell on every 5$ price movement on V since day one- you could have easily had 50 solid (and easy trades) under your belt. Is anyone naive enough to think the floor is going to fall out on V- and suddenly the shares will be trading in the 50s??

Once again- we see a post about a one hit wonder while ignoring the fact that you have a solid base from which to exprerience multiple profits without the risk associated with many of today's sectors (tech/energy/banking/m...

The Long Case for American Express

If an investor is willing to sit on AXP for a minimum of 1 year before seeing any real action- it is still a good company- but why would you park your money there?

You could literally wait until the end of the year- and jump in with little to no loss of profit in the meantime. So if you want to buy the stock cheap and sit on it- yes, the author is right- AXP is a good buy.

Or, you could buy V shares right now - in the 73 range- and actually make money on your investment- It is entirely up to you.

Card Issuers: Facts and Fictions

The bottom line-

Is that if Amex stands a chance against V/MA- it should merge with DFS- and go heavy into debit- and global markets.

DFS as a stand-alone play is weak and picking up Diners was a non-event.

All cos will have to negotiate- this will be a necessity going forward whether voluntarily or not. That is why the multiple revenue streams and modes that V is developing, in addition to its investor base and debit platform makes it the clear cut winner in the plasic revolution.

First mover advantage is so entrenched that DFS has already lost the battle and will never be a real player.

Frank/Mojo- Do you really believe your position or are you just offering a contra argument for some other strange reason?

How Much Credit Is Too Much? Where AmEx Went Wrong

Oh - one more question Frank/MOJO- do you know GreenCap/MA Trader??

How Much Credit Is Too Much? Where AmEx Went Wrong

Yes- track record says it all.

That is why I have maintained that V was a better play all along. I have also maintained that V would decouple from MA in the second quarter of this year (which it did).

I now have the full support of most top analysts, institutional money, and the market itself (not to mention reported financials and actual results).

But why gloat- we are all here to support eachother.

Mr. Bill- you are sounding smarter all the time.

ALOHA!

In the meantime- we have a wide-variety of content on V:

visawinners.com

Why I'm Still Out of Mastercard and Visa

Mr. Bill- You and I are in agreement that now is a great time to buy V.

I think our friend Tate is patting himself on the back for selling V shares BEFORE THE WORST JUNE IN OVER 75 YEARS. Tate I looked at your blog and you obviously have a lot of ideas- but don't pat yourself on the back just yet.

MA is the stock to stay out of- see my blog for many of the reasons- but the stock is 'out of favor' with traders - and I told people to watch out a couple of months ago when money flow (inst) was exiting MA and entering V.

The reason V did not react to earnings- is, again- WE ARE IN A BEAR MARKET!!! Do people just not get this??

V is a great company, has a great business model -and is a wonderful company with an incredible future. They are developing so many revenue models and payment modes that their success is assured.

If you are considering buying V - now is a great time. Just about the only way professional traders are making money is SHORTING stocks right now- if you looking for a quick pop- good luck. BUT- if you want a great long term company that will weather the storm-V is a great buy at 72.50

www.visawinners.com

Why I'm Still Out of Mastercard and Visa

Tate- you must not be a trader- and it is wise to capture profits and buy on dips. Had you been doing so on V you would have had several opps to generate quick profits. Instead of making money once on V you could have done so several times.

I don't know what to make of this article as it really doesn't make much sense. We are in a BEAR market. This is why V was not able to break out.

For anyone that invests in V- or trades V shares and/or options-leaps come check out our Visa Blog.

www.visawinners.com