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  • Why Isn't Herbalife Paying Off Its Credit Card?  [View article]
    MLM companies grow by recruiting new downlines. "Recruiting" can mean finding new consumers of your product. Nothing illegal about that, especially now that HLF reclassified self-consuming "distributors" as "members". They could easily make the distinction even clearer by eliminating the need for members to buy the starter business pack. All new members purchases will then qualify as "retail" sales, until they decide to become distributors.
    Nov 18, 2015. 11:29 PM | 4 Likes Like |Link to Comment
  • Why Isn't Herbalife Paying Off Its Credit Card?  [View article]
    He has. On the long side! Faithful Ackman groupie
    Nov 6, 2015. 09:45 PM | 9 Likes Like |Link to Comment
  • Herbalife's Misleading Lesson About The Collapse Of Qualification Buying  [View article]
    most readers are missing the point that the author's "research" at Indago Girls was what convinced Ackman to short HLF (at avr of $30s). He's down approx $2 billion on his short, about the same as his loss on his VRX long.
    Nov 6, 2015. 01:05 PM | 3 Likes Like |Link to Comment
  • Micron: Analysis Of The Analysts And Go-Forward Thoughts  [View article]
    The chart is the most important piece of info on the earnings call! It's the key to analyzing $MU. As new products ramp up, gross margins fall initially, then rise rapidly with stable pricing, economies of scale and better efficiency/productivity from the fab. Add a cyclical recovery in DRAM prices, et voila, EPS of $2-3/share in 2016/7? Or maybe 2017/18? All you have to do is wait!
    The chart is more important than all the details writer EP wants management to provide. Even with this detail, can any highly paid analyst at the investment banks really model Micron's business? Can any SA reader?
    Furthermore, as Cincinnatus pointed out, Micron's business is cyclical & very competitive. Product pricing is "impossible" to forecast. The timing of the new product cycle is uncertain. Why blame management for the dispersion in analysts earnings estimates?
    Oct 5, 2015. 10:04 PM | 3 Likes Like |Link to Comment
  • Apparent Proof Of A Stunning Slowdown In Herbalife Purchasing Traffic  [View article]
    Dan, good analysis of Alexa's incomplete data sample.
    QTR is following Ackman model: Bad analysis of misleading data + dramatic headline = another Seeking Alpha article on $HLF
    Jan 5, 2015. 09:46 PM | 1 Like Like |Link to Comment
  • Herbalife: More Smoke And Mirrors - Regulating Online Sales  [View article]
    Herbalife’s New Compliance Chief Comfortable Risking Neck http://bloom.bg/1qi9gZV via @BloombergNews
    gee, I wonder what the former FTC Commissioner will tell her ex-colleagues about Herbalife:
    1) HLF has great products that helped me lose weight.
    2) Many customers are interested in the product and have no interest in the business opportunity.
    3) Many customers are happy to buy from their family or friends at retail, and pay a premium for the customer service & value/quality of the brand.
    4) Distributors (my relative) make a nice retail profit (probably tax-free) selling HLF in their spare time.
    5) HLF targets rich, white folk at family reunions. LOL!
    Conclusion: HLF is a legit MLM business & not an illegal pyramid scheme.
    Don't believe Ackman's exaggerations, dubious claims, faulty analysis, and outright lies.
    Oct 14, 2014. 11:03 AM | 7 Likes Like |Link to Comment
  • Herbalife's New Compliance Hire Is No Safe Harbour  [View article]
    Don't believe Ackman pyramid short scam. He & Matt have no clue how a legit MLM business operates. Herbalife has real products and real customers who get real health benefits from using HLF products.
    Herbalife’s New Compliance Chief Comfortable Risking Neck http://bloom.bg/1qi9gZV via @BloombergNews
    Oct 9, 2014. 09:57 AM | 2 Likes Like |Link to Comment
  • Herbalife Has Simply Run Out Of Answers; Now It's Time For Regulators To Mop The Floor With It  [View article]
    Gerald,
    A placebo is a "fake" treatment with no active ingredient that affects your health.
    Herbalife Formula 1 is a protein powder mix for making low-calorie shakes that you substitute for your usual high-calorie meal. People lose weight consuming F1 because they are reducing their calorie intake. The results are real.
    People "quit" when they meet their weight-loss goals.
    Only one question for you:
    If "millions of people quit every year" because "the business model does not work" or they are dissatified with the "overpriced" product, why aren't there millions of complaints every year?
    Don't believe Ackman's HLF pyramid short scam. His presentations are full of exaggerated & bogus claims. His analyst didn't understand the MLM business model & lost his job because of his faulty analysis. Now Ackman is using FUD to try & salvage his faulty short thesis.
    Oct 8, 2014. 09:33 PM | 1 Like Like |Link to Comment
  • Herbalife Has Simply Run Out Of Answers; Now It's Time For Regulators To Mop The Floor With It  [View article]
    what, a CEO of a major company has nothing better to do than listen to a poorly presented 3+ hour presentation (the fourth looong presentation in less than 2 years)?
    Aug 7, 2014. 03:59 AM | 1 Like Like |Link to Comment
  • 24 Ways Herbalife Is Mocking The Regulators  [View article]
    your eBay link indicates an avr price for Formula 1 of approx US$30-35.
    So, where are the desperate sellers? Where is the inventory loading?
    Economic theory would say that if there was an excess of unwanted & un-returnable product, the price would fall to zero.
    No HLF member is "losing money" because they are buying product for their own consumption & deriving a benefit from the product. You don't lose money buying something from a retail store, and you don't lose money buying from a MLM distributor.
    Aug 7, 2014. 03:56 AM | 3 Likes Like |Link to Comment
  • Ackman's Secret Herbalife Grand Slam That The World Didn't Notice  [View article]
    blew up failed hedge fund Gotham Partners.
    will blow up Perishing Fund with aggressive investments & big positions.
    Aug 5, 2014. 09:27 PM | 4 Likes Like |Link to Comment
  • Ackman's Secret Herbalife Grand Slam That The World Didn't Notice  [View article]
    Latina journalist criticizing Ackman! LOL
    Aug 5, 2014. 09:25 PM | 4 Likes Like |Link to Comment
  • Time To Buy Herbalife Again  [View article]
    you "had some MIT guys do the math to confirm my own, and confirm that at a certain point, when EVERYBODY is being given at least partial credit, the company would be paying out in compensation MORE than the cost of the original product."
    who was the MIT guy? the janitor?
    you are greatly confused. The total discount never exceeds 50% of the SRP. In your example of a Senior Consultant getting 35% discount, selling to downline distributor getting 25% discount, the SC's profit is 10% (35%-25%). The SC's upline Supervisor makes profit of 15% (50%-35%).
    The company reports "Net Sales" after all discounts, as the starting point for calculating Net Income.
    Aug 5, 2014. 09:14 PM | 7 Likes Like |Link to Comment
  • 24 Ways Herbalife Is Mocking The Regulators  [View article]
    Angry Bird & Shorts can't make up their minds. Are distributors clueless victims, or are they sleazy salespeople who make deceptive income & product claims?
    Keep those articles coming--we love the way you cut & paste & summarize old articles that are summaries of summaries of old articles.
    Jul 27, 2014. 06:25 AM | 3 Likes Like |Link to Comment
  • Ackman's Secret Herbalife Grand Slam That The World Didn't Notice  [View article]
    more likely Billy covering his pyramid short (see Gotham Partners' pump-and-dump scheme for Prepaid Legal)
    Jul 23, 2014. 08:58 AM | 3 Likes Like |Link to Comment
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