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Larry Meyers
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Lawrence Meyers is the CEO of PDL Capital, which brokers financing, strategic investments, and distressed asset purchases between private equity firms and businesses of all stripes. He was the first U.S. journalist to cover the payday loan sector for The Motley Fool. He is a frequent contributor... More
My blog:
Ichabod's Cranium
My book:
Teacher of the Year: The Mystery and Legacy of Edwin Barlow
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  • Why Did You Report My Post/Why Haven't You Responded To My Comment?

    Why Did You Report My Post?

    SA has strict guidelines regarding comments, because they don't want the forums to devolve into the Yahoo stock message board.

    The most common reasons your post gets reported as abusive are if it is:

    1) A personal attack
    Ex. - "anyone who puts himself out there claiming what you do has a seriously deficient education and/or a learning disability."

    2) Blanket dismissal of ideas
    Ex. - "I read and reread this article and came to two conclusions. 1. I need to buy more JNJ. And 2. I will never follow the advise of the author, Larry Meyers. Good night."

    3) Allegation of bad faith

    Ex. - "You're just posting an inflammatory headline to promote page views and your website".

    It is also my policy that, once you breach guidelines and are reported, you should not expect a reply to subsequent comments. I don't respond to people whose first act is to deliver an insult.

    If you want your comment to be taken seriously by the entire SA community, and by me, then it should directly address the thesis of the article. We can have a vibrant discussion that elevates the entire website.

    Why Haven't You Responded to My Comment?

    All comments are read, but unfortunately my time is extremely limited. Generally, everything I have to say on a topic is in the article.

    Comments that generally receive top priority for replies are those that 1) challenge my thesis in a thoughtful manner, with logical argumentation, and evidence to support the counter-thesis, and 2) are written by someone who provides their real name, not an anonymous screen name or avatar.

    I'm man enough to put myself out there under my real name. You should be, too.

    Nov 11 3:40 PM | Link | 4 Comments
  • BREAKING NEWS: Tarrant Regional Water District Cronyism -- Secret Meetings To Steal Citizen's Property.

    May 08 12:17 AM | Link | Comment!
  • About Disclosure And Holdings

    I often get asked, "Hey, if you say a stock is a buy, or that it is a required holding, or that it is a Forever Hold stock, why don't you own it?"

    This is a great question. Let me give you some insight into writing articles for SA, as well as my own investment situation.

    I have limited investment capital. Depending on my personal situation, I may be heavily invested in the market, or have much of my capital deployed in private investments. I move in and out of stocks depending on many factors.

    I cannot hold a position in every security I write about. If I did, I'd spend all day every day managing my de facto mutual fund! Plus, I'd have to constantly rebalance my portfolio, as my long term desired positions have strict asset allocation percentages. So I write from the perspective of someone who has infinite capital available. I do so because the range of readership is all over the map. Some have a few bucks here and there to invest, others have tons of capital. So I try to write for the entire audience. Lately I've been trying to make certain I qualify my suggestions as a trade, a long term hold, a Forever Hold, required hold for various portfolios, etc.

    I also write from multiple time horizon perspectives. Some articles are about swing trades or options. Others are about long term or medium term plays. Other times I write about fair value. I can't hold all of these plays.

    In other words, "if I had all the money I desired to invest in the market, this article says what I would do with one portion of it".

    I offer suggestions based on my own experience. This never substitutes for your own due diligence, nor can it take into account all the various factors that influence you as an investor. I don't know your risk profile, time horizon, availability of capital, market experience, and so on.

    Other question: So if I don't have skin in the game by holding the security, does that mean I have nothing at risk? Hardly. My reputation with my SA audience is at risk. That is worth substantiallly more than capital.

    Jul 08 9:16 PM | Link | Comment!
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