JackBurton

JackBurton
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  • Why Stalking Shorts Should Love Tim Ramey And Carl Icahn  [View article]
    @jd7777 - I think he does a little more than imply it. I am waiting for him to back up his claim. If he is accusing DA Davidson of receiving compensation and he has nothing to back it up, I would say that he and Seeking Alpha have exposure. I know I would not take kindly to being falsely accused of a crime.

    If Matt refuses, then we will all know what kind of man he is. More importantly, what kind of man he is not.

    @Matt Stewart - Are you going to answer or not?
    Dec 11, 2013. 12:00 PM | Likes Like |Link to Comment
  • Why Stalking Shorts Should Love Tim Ramey And Carl Icahn  [View article]
    Matt,

    I saw your claim that Ramey and his firm are receiving compensation from Herbalife. I have looked through his reports and I do not see any disclosure of compensation.

    Are you (and Seeking Alpha) willing to go on record as publicly accusing Ramey and his firm of violating federal law?

    (Why yes, I am setting you up)
    Dec 11, 2013. 11:15 AM | 1 Like Like |Link to Comment
  • How Long Will Icahn Hold Herbalife?  [View article]
    QTR says:

    "With all that cash on paper at a premium of 200%, Icahn would be foolish to not take some off of the table at this point, correct? It'd be tough to find a prudent investor that doesn't agree with this point at least a little."

    What QTR really should have said was:

    "With Ackman already losing over $600 million of his investor's money, it would be foolish to not cut his losses at this point, correct? It'd be tough to find a prudent investor that doesn't agree with this point at least a little."
    Dec 5, 2013. 12:31 PM | 7 Likes Like |Link to Comment
  • Forget Belgium, Here Are 7 Reasons That Herbalife Fits The SEC's Definition Of Pyramid Scheme  [View article]
    Genius. Because shorting on a valuation basis alone is why The Idiot Also Known as Whitney Tilson has no institutional money.

    I short on the 3 Fs - fads, frauds, and failures. I will rephrase that...overvalued fads, frauds, and failures. HLF will go to $110 before it goes anywhere close to zero.
    Dec 3, 2013. 04:57 PM | 4 Likes Like |Link to Comment
  • Forget Belgium, Here Are 7 Reasons That Herbalife Fits The SEC's Definition Of Pyramid Scheme  [View article]
    This is turning into a Monty Python movie.

    There's Belgium!!!

    -Oh wait..

    http://bit.ly/1bdWkkx
    Dec 3, 2013. 03:45 PM | 8 Likes Like |Link to Comment
  • Herbalife Could Damn Well Be The Next MBIA  [View article]
    "Especially as most of his other positions are doing fine and he's still making money for his investors."

    Correct me if I am wrong, but this will be his third straight year of underperformance. Just how much money is he making his investors?
    Nov 26, 2013. 05:48 PM | 5 Likes Like |Link to Comment
  • Herbalife Could Damn Well Be The Next MBIA  [View article]
    Fixed it for you:

    Herbalife Could Damn Well Be The Next Volkswagen

    http://reut.rs/ylqHrq
    Nov 26, 2013. 03:55 PM | 5 Likes Like |Link to Comment
  • Herbalife: Pyramid Scheme Or Goldmine?  [View article]
    You do not know much about accounting if you think Enron had good cash flow. I just looked on Amazon and John Tracy wrote a book: Cash Flow for Dummies. Give me an address and I will send you a copy.
    Nov 23, 2013. 12:44 PM | 1 Like Like |Link to Comment
  • Herbalife trades higher as Ackman underwhelms  [View news story]
    No not really manipulation if the sp jumped before Ackman offered his opinions. Maybe the sp jumped because no one is taking Ackman serious anymore. I like how you seem to think that Ackman's presentation carries the same weight as disclosure by the company or a regulatory authority. Ackman is just a flesh and blood human being with no legal or governmental authority but don't tell Matt Stewart or QTR that.
    Nov 22, 2013. 05:21 PM | 2 Likes Like |Link to Comment
  • Bill Ackman Will Swiftly Drop The Firm Hammer Of Justice Against Herbalife On Friday  [View article]
    I watched his presentation. Did someone steal his hammer?
    Nov 22, 2013. 01:03 PM | 4 Likes Like |Link to Comment
  • Ackman would replace short, puts with CDS if Herbalife taken private  [View news story]
    The person I would not want to be today: The head of investor relations for Pershing Square fielding calls from investors that no longer want to fund Ackman's social activist crusade.
    Nov 22, 2013. 11:39 AM | 9 Likes Like |Link to Comment
  • Herbalife trades higher as Ackman underwhelms  [View news story]
    Where is the hammer that Quoth the Raven was talking about? I don't think Ackman dropped anything but his investor's net worth.
    Nov 22, 2013. 11:38 AM | 10 Likes Like |Link to Comment
  • Herbalife LBO Reality Check  [View article]
    You do not know much about securities law do you? Stiritz has used a massive amount of his own money to buy into Herbalife. If he were to now use Post Holdings' resources to buy the company (and in the process make his own shares more valuable) he would run afoul of the law.

    That he is using his own money should speak volumes about his commitment and belief in HLF.

    I find it amusing that a novice such as Matt Stewart thinks he has Stiritz's best interest figured out.
    Nov 21, 2013. 06:05 PM | 5 Likes Like |Link to Comment
  • Herbalife LBO Reality Check  [View article]
    Matt...I love how you are looking out for Bill Stiritz and trying to keep him from doing a deal when deals are something he seems to be really good at doing. Did you read The Outsiders by William Thorndike? There is a really great chapter on Stiritz. Check it out if you haven't.

    Who has the better track record on buyouts and mergers, Bill Stiritz or Matt Stewart?

    Who probably knows what they are talking about, Bill Stiritz or Matt Stewart?
    Nov 21, 2013. 06:04 PM | 7 Likes Like |Link to Comment
  • Herbalife +4.7% as Stiritz boosts stake  [View news story]
    As a Bear Stearns alum, your analogy is bad for a couple of reasons.

    Was Joe Lewis actively courting other investors to take Bear private? Nope.

    Did Bear collapse and go to zero? Nope. Came close, but its businesses were bought by a larger healthier business. Bear's prime brokerage business became a money maker for JP Morgan.

    Want to try again?
    Nov 21, 2013. 09:40 AM | 1 Like Like |Link to Comment
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