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FrankArabia

FrankArabia
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  • Answering Questions About Lumber Liquidators [View article]
    We appreciate Whitneys comments. Definitely learned a lot.
    Mar 30, 2015. 02:00 PM | 2 Likes Like |Link to Comment
  • Lumber Liquidators: Going To The Source: Air Resource Board [View article]
    The products are not CARB2 compliant at the moment.

    Don't overlook that fact.

    There is a reason the company didn't front and centre come out and say "Our products are fully CARB2 compliant". Instead, they tried to twist the issue into testing methods, short sellers, etc.

    If your products were compliant, you would very easily find a way to show it, especially after you get a week to do a CC and STILL not take questions. Why?
    Mar 20, 2015. 10:23 PM | 3 Likes Like |Link to Comment
  • Does Shareholder Lawsuit's Failure Vindicate Herbalife? [View article]
    The judge did the right thing, no doubt about it.

    Was able to short more.
    Mar 19, 2015. 09:00 PM | 5 Likes Like |Link to Comment
  • Lumber Liquidators: Research, Not Hyperbole [View article]
    The way the labs tested the product is correct. the SOP specifically says you should deconstruct. Don't know what the fuss is all about.

    They did it at 3 labs and all did it the wrong way?
    Mar 19, 2015. 08:57 PM | Likes Like |Link to Comment
  • Qualcomm Investors: Time To Cash In Your Chips [View article]
    so Qualcomm's main revenue stream will slow due to competition. Who are the competitors and what fundamental disadvantage/advantage does Qualcomm have. What defense does Qualcomm have at this point?
    Mar 19, 2015. 06:58 PM | 2 Likes Like |Link to Comment
  • An Open Letter To Ann Weismann: Why Is CREW Writing Letters To Congress? [View article]
    To be fair, Matt doesn't exactly add anything to the debate. If anything, his hyperbole has detracted, myself included, from shorting Herbalife shares for a time being.
    Mar 19, 2015. 06:37 PM | 3 Likes Like |Link to Comment
  • Herbalife: Mr. DeSimone's Neighborhood Of Accounting Make Believe [View article]
    yes, i'm losing money on my short right now. I am building the position one day at a time, like today, I added. Got more fire power left.
    Mar 18, 2015. 09:06 PM | 2 Likes Like |Link to Comment
  • Why Nature's Sunshine Keeps Declining [View article]
    Have you done any work on Herbalife? Is this somewhat different? Do they make the bulk of their money in recruitment?
    Mar 18, 2015. 08:43 PM | Likes Like |Link to Comment
  • Why I Bought More Herbalife Puts Today [View article]
    John Hempton does have a good defense for the LONGs in that Herbalife are the stock market scumbags because they rip people off. Ripping people off and lying to them is profitable. That is what they do. Should they be allowed to continue is the question.
    Mar 18, 2015. 06:14 PM | 2 Likes Like |Link to Comment
  • Game on for Tesla Motors in New Jersey [View news story]
    Tesla should be able to sell wherever they want. Won't materially change anything. If a person wants a Tesla they would buy it.
    Mar 18, 2015. 04:52 PM | 4 Likes Like |Link to Comment
  • Why I Bought More Herbalife Puts Today [View article]
    I shorted more. The PUTS are very expensive unless this thing actually got to zero in the next two years. Todays headline had nothing to do with Herbalife and whether or not it is a pyramid scheme.
    Mar 18, 2015. 02:00 PM | 6 Likes Like |Link to Comment
  • Herbalife: Mr. DeSimone's Neighborhood Of Accounting Make Believe [View article]
    Good analysis. No doubt the balance sheet has deteriorated.
    Mar 18, 2015. 11:28 AM | 4 Likes Like |Link to Comment
  • Herbalife's Venezuela Woes Continue [View article]
    Matt is not relevant. He is just some blogger.
    Mar 16, 2015. 11:56 PM | Likes Like |Link to Comment
  • The Lumber Liquidators Downward Guidance Revision Does Not Tell The Full Story [View article]
    Good job.
    Mar 13, 2015. 12:04 PM | Likes Like |Link to Comment
  • A Response To Lumber Liquidators [View article]
    You're indeed correct in that 60mins didn't test all three. However, the question remains? why didn't those other companies fail the test when lawyers did it? perhaps they were bribed and paid off?

    Today management could have came out and conducted the test and showed the results and countered by saying either, we all failed or we all passed. But they didn't.

    What would a guilty company do?
    Mar 12, 2015. 10:03 PM | 1 Like Like |Link to Comment
COMMENTS STATS
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