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Macrotrader100

Macrotrader100
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  • Herbalife: Time To Look At The Long Side Again [View article]
    QTR;

    you are commenting often how much flack and abuse you are taking for your short thesis and many articles. Is there not allowed one article taking the other side without you attacking it? You have made your case. Allow others to make theirs without interference, in respect.
    Apr 17 07:54 AM | 20 Likes Like |Link to Comment
  • Warren Buffett's Portfolios Don't Reward Investors For The Added Risks [View article]
    I truly don't get the point of an article simply slandering another investor.

    Funnily enough, I think at this time in the cycle, BRK is about to move into a period where it will outperform the SPX, and I am buying the stock.
    Mar 6 08:17 AM | 15 Likes Like |Link to Comment
  • Herbalife: Time To Look At The Long Side Again [View article]
    Great Article; except it would not take a year to hit $80.00 in the event of a benign FTC conclusion. It will happen instantly, either by an overnight announcement or a stop trading halt.
    Apr 17 07:46 AM | 14 Likes Like |Link to Comment
  • A Herbalife Long's Very Last Argument [View article]
    Speculation on these articles is rampant. I'd actually like to hear a defensible argument for such blanket thoughts as:

    Icahn is selling;
    FTC will shut the company;
    Executives will be arrested;
    Even that Herbalife is a Pyramid scheme.

    I love being long a stock where these thoughts are the common belief out there. Good luck to the shorts and I would bet on Carl Icahn over Bill Ackman 10 times out of 10. Regardless I would be long the stock here.
    Mar 19 01:27 PM | 14 Likes Like |Link to Comment
  • A Herbalife Long's Very Last Argument [View article]
    At risk of repeating my reasons -- as I've previously posted -- I have a conviction long on this stock. At this point the risk is all to the shorts. I expect a benign FTC outcome, obviously.
    Mar 19 01:14 PM | 13 Likes Like |Link to Comment
  • Herbalife Debt Deal Leaves Ackman Licking His Chops [View article]
    This is a ridiculous thesis. Every day people open franchises of all kinds, from Wendy's to car dealerships to retail stores. I am sure the parent companies paint rosy projections to entice expansion. This is a free enterprise country, last I looked.

    It is up to the Buyer to conduct proper due diligence on any investment, or franchise opportunity. Your standard carries an expectation each potential distributor will be told their business is unlikely to succeed.

    Guess what -- businesses of all kinds have a 90% failure rate. Perhaps we should outlaw folks starting private companies.

    In short I cannot see regulators taking any of these complaints seriously.
    Feb 4 11:04 AM | 12 Likes Like |Link to Comment
  • Herbalife: Time To Look At The Long Side Again [View article]
    If anyone is short this stock on the belief HLF is comparable to Madoff, my long position looks that much better.
    Apr 17 08:01 AM | 10 Likes Like |Link to Comment
  • 5 Ways Herbalife Is Like A Penny Stock [View article]
    You covered your short yesterday?? On a stock with a price target of "zero".? You sure don't walk your talk. Figuring you were covering -- and it was more likely this morning at 71 -- as I was taking some profits on the long side. Nice spike up, eh?
    Cheers!
    Feb 4 04:30 PM | 10 Likes Like |Link to Comment
  • Herbalife & The Curious Case Of Shane Dinneen [View article]
    HLF at HOD. Conviction long. Major short squeeze developing.
    Jan 29 03:37 PM | 10 Likes Like |Link to Comment
  • Hempton: Markey a tool of Ackman [View news story]
    You're kidding-- Right? How much money changed hands? Unreal.
    Jan 29 12:36 PM | 10 Likes Like |Link to Comment
  • Top 5 Absurd Carl Icahn Quotes About Herbalife [View article]
    If you don't know.....man I can't help you. Long HLF.
    Apr 11 11:28 AM | 9 Likes Like |Link to Comment
  • Top 5 Absurd Carl Icahn Quotes About Herbalife [View article]
    Stock is ripping; over 61.
    Apr 11 11:27 AM | 9 Likes Like |Link to Comment
  • Is The SEC Foreshadowing Herbalife's Future? [View article]
    Long HLF. See you / Matt tommorrow.
    Mar 30 08:14 AM | 9 Likes Like |Link to Comment
  • Herbalife Debt Deal Leaves Ackman Licking His Chops [View article]
    And Franchisor's don't? The point is, if I am introduced to any business, it is up to me to evaluate the business in all respects. We don't live in a country where every business proposal is vetted by regulators before one can accept it. I disagree with the term pyramid scheme, as Herbalife does not come close to any definition. So say the regulators -- not me! To place a financial bet that this status will change based on a hedge fund with very mixed results -- I would say that is gambling. And between Bill Ackman and Carl Ichan, I will choose Carl's experience any day. Long HLF
    Feb 4 11:30 AM | 9 Likes Like |Link to Comment
  • Herbalife & The Curious Case Of Shane Dinneen [View article]
    Please provide proof of any Canadian probe.
    Jan 29 03:40 PM | 9 Likes Like |Link to Comment
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