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445331

445331
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  • Why I'm More Confident Of My Herbalife Short Position Today [View article]
    Does anyone have the link to the presentation PDF? Only the webcast has beeb posted till now :)
    Jul 23 02:33 AM | 1 Like Like |Link to Comment
  • Herbalife: FTC's Worst Nightmare [View article]
    The only way this can be settled in fact is if HLF retail data is available for scrutiny. If this goes to court, the process of discovery will force HLF to provide the data.

    In absence of such data, assumptions have to be made and there is no surety that the results are accurate.

    The high level of churn in distributors does reflect badly on the business opportunity HLF pitches so strongly and that will go against it in court for sure. If a business is NOT profitable for the majority, recruitment made in light of such data is highly questionable as well.
    Jul 12 12:13 AM | Likes Like |Link to Comment
  • Herbalife: FTC's Worst Nightmare [View article]
    The court will have to decide whether people who signed up as distributors and signed a lengthy agreement did not have expectations of profitability.

    The Vander Nat formula assumes that retailing to the public is profitable. If retailing to the public is not profitable, the formula does not apply imo. What the courts will decide remains to be seen.

    They will also have to decide whether revenues from product orders by dist can be used for royalty payments irrespective of the loss making final retail sales to the public outside the HLF chain.

    My understanding from reading previous court decisions is that retail sales need to be outside the HLF chain and need to be profitable to the distributors in order to qualify for royalty payments. Internal consumption does not qualify as retail sales.

    I am sure both sides will make their cases in court and have their work cut out for them :)
    Jul 11 02:30 PM | 1 Like Like |Link to Comment
  • Herbalife: FTC's Worst Nightmare [View article]
    @author

    Do product orders by HLF distributors count as retail sales to the public in your opinion?

    Does personal consumption by distributors count as retail sales to the public?

    Do the public retail sales need to be profitable or selling at a loss is acceptable? Are the revenues from product orders by dist included in the pyramid calculation if the actual retail was made at a loss?
    Jul 11 12:05 AM | Likes Like |Link to Comment
  • Herbalife: Can We Talk? Part One [View article]
    Hlf has a steady cash flow that enables it to pursue its agenda. As long as that is the case, its listing on the NYSE and the political allies it has accumulated over the years will make Ackmans goal hard to achieve.
    Jun 12 09:59 AM | 5 Likes Like |Link to Comment
  • 10 Sharp Healthcare Dogs Diagnose 7.4% To 62.1% Gains In March [View article]
    If some one/company tells me that the earth is flat and I use it as the truth without thinking for myself or doing my own diligence, whose fault is it?

    Mine :) I should know that the earth is not flat. I just need to do some due diligence.
    Apr 1 11:22 AM | Likes Like |Link to Comment
  • 10 Sharp Healthcare Dogs Diagnose 7.4% To 62.1% Gains In March [View article]
    The inclusion of HLF in the Healthcare sector is gross mis-categorization. :) Commodities maybe....Healthcare ....really? :P

    Great marketing tactic though :)
    Apr 1 10:03 AM | 1 Like Like |Link to Comment
  • Is Herbalife A Pyramid Scheme? ¿Quien Sabe? [View article]
    Check out this article when you get a chance.

    http://bit.ly/WYFwqH
    Mar 28 09:39 AM | Likes Like |Link to Comment
  • Is Herbalife A Pyramid Scheme? ¿Quien Sabe? [View article]
    I would take the ""latest"" official information from the FTC on its own website.
    Mar 28 09:38 AM | 1 Like Like |Link to Comment
  • Is Herbalife A Pyramid Scheme? ¿Quien Sabe? [View article]
    Are you saying what the FTC conveys to the US public at large on its own website, as to how they can recognize/discern a pyramid scheme/endless chain has no value even though it has been published in 2012?
    Mar 28 09:27 AM | Likes Like |Link to Comment
  • Is Herbalife A Pyramid Scheme? ¿Quien Sabe? [View article]
    HLF longs blame Ackman for using OLD HLF data in his analysis but have no qualms using Stale 2004 quotes of the FTC for their own purposes :)

    FYI, The FTC has many relevant quotes on its website that is in agreement to the Ackman thesis in 2012.
    Mar 27 10:22 PM | Likes Like |Link to Comment
  • What Bill Ackman Doesn't Want You To Know About The FHTM Case [View article]
    The interesting behavior to note here is that the description of the Business model keeps changing depending upon who the listener is. :)

    In a court of law, HLF will NEVER admit that nutrition clubs are RETAIL establishments because their own guidelines say so.
    Mar 27 01:07 AM | Likes Like |Link to Comment
  • What Bill Ackman Doesn't Want You To Know About The FHTM Case [View article]
    What HLF longs call Product SALES is actually internal ORDERING of inventory by distributors.

    They are NOT Retail Sales and HLF recruiting rewards are NOT connected to RETAIL sales in anyway in real life.
    Mar 26 11:30 AM | Likes Like |Link to Comment
  • What Bill Ackman Doesn't Want You To Know About The FHTM Case [View article]
    http://amzn.to/Zq95Bx

    To all hlf longs here,

    David Einhorn's book is great read....:)
    Mar 26 09:19 AM | Likes Like |Link to Comment
  • What Bill Ackman Doesn't Want You To Know About The FHTM Case [View article]
    @Fusion: You are definitely earning your research fees in this case. not saying that I agree with your research. :)
    Mar 26 08:29 AM | Likes Like |Link to Comment
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