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  • How The Herbalife Short Squeeze Would Work [View article]
    Yeah Matt Your the main guy shoveling fuel into the short fire. I am expecting a dizzying secondary performance from Ackman. Seems
    Like your it. I would cover my position or want a check to keep it. His counter at this point is pathetic. It's just you. And the facts of the SEC and Hi-Tech. Ur on the vine. Where is he?
    Feb 1, 2013. 11:46 PM | Likes Like |Link to Comment
  • Herbalife Share Buybacks: A Fool's Errand? [View article]
    The market has a short memory. And news changes every day. I would be curious to see how long the SEC investigated Hi-Tech before they acted. Is there any data on that?

    Until that day. And regardless of the accuracy of Ackmans research. I think it will swing with the news and based on when each side gloves up.

    Regardless of anything. Even though I disagree with Matt's quasi religious investment strategy. I have respect for any guy who gets in the trench and gets his hands dirty. And he has done so.

    When was the last time you were at the DMV waiting for a guy to finish his break time? I think this stock has a lot of radical swings both ways. And there is more money to be made from it if you don't hold too tightly to one side. Unless of course you have billions under management. So I am speaking on behalf of the common man. Maybe Matt is rolling around a multi million dollar ball. That would be the only way I could justify his unwavering investment position.
    Feb 1, 2013. 09:29 PM | Likes Like |Link to Comment
  • Herbalife Share Buybacks: A Fool's Errand? [View article]
    HLF should have initiated an aggressive buy back the day Loeb went public. And brought the short squeeze to fruition. Ackman could have potentially become a tragic headline at that point. They waited too long in my opinion.

    I do have some respect for you Matt. Because you are most certainly working to move the market.

    But as I said before. Unless you have just an absurd amount of money to play with. I think your crazy to not at least cover some of it now. Because your going to have your money tied up for an awful long time and through some stormy weather.

    Flip it. Chances are the stock is going to rebound with some up and coming drama. It is looking cheaper by the day.
    Feb 1, 2013. 09:08 PM | 2 Likes Like |Link to Comment
  • Herbalife's Laundromat: Deconstructing Deception [View article]
    I wonder if this is Ackman himself hudget may be weighing in on this. This Matt guy is like THE short HLF army. He is doing more than Ackman is. And "hudget" is this you Bill? I know your reading this stuff. Maybe your dogs first name starts with a T and you scrambled the word "hedge,"

    I just have one thing to ask you. And one thing only regarding this statement.

    "Not only will you be getting healthy by taking this stuff. But you will also get wealthy."

    Come ON!!! Its the same flipping psychology. Not only will you be ridding the world of this evil. You will get rich doing it. So jump on the Ackman Pyramid and lets all destroy this company and get rich doing it.

    Yeah. Ackman is a gem on Wallstreet. He has made some close friends. How many people are lining up licking their chops? You know guys are sitting down over dinner saying. "You know this Ackman guy. He has really left himself open. You know how much money we could make off this guys arrogance?"
    Feb 1, 2013. 02:19 AM | 2 Likes Like |Link to Comment
  • Herbalife's Laundromat: Deconstructing Deception [View article]
    Matt . . . here is what you do. Your like the loudest short voice on the internet . . . for whatever reason.

    Stop writing articles. Start sending Pershing Square an invoice per article . . . your either on their team and sly. Or your the ultimate P.R. Voice. I can't get any of my stuff long HLF published. I have tried. But it's like you are on some direct nerve. And it's article after article of the same old s%$!.

    You obviously have some IN here. Send an invoice to Pershig Square. I would make it about $50,000.
    Feb 1, 2013. 12:59 AM | 2 Likes Like |Link to Comment
  • Herbalife's Laundromat: Deconstructing Deception [View article]
    Victims . . . come on man.

    Your investing in this like you would some woman that hit you just right. Leave your emotions out of it . . . sure Ackman is a good general who gave you a charge. But realize it's just that . . . Dude. This is a coin flip right now. And anyone who hangs onto either side of this like they would some religious charge can potentially get shredded.

    Be nimble. It isn't worth it.

    Don't invest with the part of your brain that dictates how you handle your romantic relationships.
    Jan 31, 2013. 11:47 PM | 3 Likes Like |Link to Comment
  • Herbalife's Laundromat: Deconstructing Deception [View article]
    govt.s negotiate with criminals...I like the thesis...

    They do . . . all the time. It's about weight. Not necessarily wrong or right. They employ enough people to flatten my house.

    It's the theory of "Large Numbers in the Immediate Future" in action.
    Jan 31, 2013. 11:32 PM | Likes Like |Link to Comment
  • Herbalife's Laundromat: Deconstructing Deception [View article]
    (weird that you have become the advocate of people who aren't complaining)

    Jan 31, 2013. 11:20 PM | 4 Likes Like |Link to Comment
  • Herbalife's Laundromat: Deconstructing Deception [View article]
    I do not disagree one iota. Not one. And the truth is. It isn't up to me. And I just don't care. I am a guy rolling a ball of money around trying to make it bigger . . . and a small ball at that.

    I don't think I have ever posted a single thing stating otherwise. My entire thesis on this was that Harry Markopolos shouted about Madoff with hard data for close to 10 years.

    And Madoff ran out of gas on his own . . . I actually wrote an article for this site to publish . . . and they would not. I don't think I am any less well spoken than the author of these articles. Yet they don't publish it, and have given this guy a huge stage. But then again when the SEC shut down Hi-Tech it kind of took the air out of the tires of my thesis anyway.

    So . . . I agree with you. I will probably push some chips in and go long again at some point. Especially if Ackman's investors pull out.
    Jan 31, 2013. 11:08 PM | 1 Like Like |Link to Comment
  • Herbalife's Laundromat: Deconstructing Deception [View article]
    Matt . . . Even if it is a pyramid scheme. Let these words resonate with you. "Thirty Years" . . . and they are currently actually entering new markets.

    If there is no government intervention . . . you will be left holding your short indefinitely. If some big guys line up on the other side. You won't lose 100% . . you could lose 200%.
    Jan 31, 2013. 10:03 PM | 4 Likes Like |Link to Comment
  • Herbalife's Laundromat: Deconstructing Deception [View article]
    Why does anyone work? If not to enrich themselves?

    Ackman could very well be right . . . and ride it all the way to the bank. But I can tell you right now. Even when I was holding a long position. I knew the entire time I might as well be at a slot machine at the Venetian.

    If I had billions of dollars under management. You can really hold a short for a significant period of time . . . unless of course some other whales like Loeb . . . who might already be gone get on the other side. Then basic fundamentals come into play.

    I don't know you. Maybe you have a big egg to move around. And can hold through a big storm. I have read Ackman's investors are starting to get cold feet and some of them are potentially wanting their money back. Which means he has to redeem.

    I would not hold to either side of this without considering maybe switching sides at a moments notice . . . if I were still even playing it . . . or I was a billionaire hedge fund manager who can move markets like Ackman, or Loeb, or Icahn.
    Jan 31, 2013. 09:42 PM | 1 Like Like |Link to Comment
  • Herbalife's Laundromat: Deconstructing Deception [View article]
    I don't care to have a political discussion with you.

    I have not, nor would I ever advocate abolishing roads, privatizing the police force, the military, or the fire department . . . or even advocate the abolishment of all taxes for that matter . . . just most of them.

    Perhaps your understanding of the party is a bit off. I am sure that sort of rubbish (Complete Abolishment) comes out of extremists in the party. There are some really crazy things that come from fanatical republicans and democrats as well. And most people in their party blow them off . . . I am not in the fanatic camp.

    This is not really a political discussion . . . though I suppose the role of the Federal Government is part of it.

    Politics aside: The only piece of advice I have for you is to invest with your head and not your heart.
    Jan 31, 2013. 09:26 PM | Likes Like |Link to Comment
  • Herbalife's Laundromat: Deconstructing Deception [View article]
    I don't like or dis-like Herbalife. I have been on the long side of the trade. At some time I might get on the short side.

    I think it is a fools errand to take and use your money as an attempt to make some moral point.

    I guarantee you when the rubber meets the road in terms of a potential short squeeze. Ackman is NOT going to sit back while he is wiped out. He will try and minimize his losses. If he doesn't . . . I would be somewhat astonished. Which means he is going to buy to cover if needed . . . and I guarantee you he will exit the market without so much as whisper.

    That said . . . I am more of a Libertarian. I think it is a waste of Government resources to try and legislate morality and or save people from their own stupidity . . . and they / The Government does not have a history of saving stupid people to begin with . . . Look at the way the credit card industry operates. It is basically legal theft and predatory in nature.

    Say Herbalife is a Pyramid scheme . . . maybe someone who bites the hook will wise up as a result. And if they sit there and tread water and keep sinking and keep treading. It's not like someone put a gun to their head. And I remember reading somewhere that "The definition of insanity is repeating the same action over and over again and expecting a different result."

    When it comes down to it with Ackman. I will leave it up to the courts to decide. If he can make his money orchestrating a bear raid . . . I suppose more power to him. But I could see why HLF would seriously spend some money suing the guy. Because he is driving the company into the ground.

    90% of companies sell dreams . . . And if you have money on the line. I seriously think you need to think of your investment the same way. Ackman is selling a dream . . . "Your going to get rich driving this company under water . . . oh . . . and let me give you a little moral boost to make it all okay in your head." In some instances he is at the top of the HLF short pyramid and his base started to fall out.

    I have my self sat through some MLM schemes as a younger man. I was usually dragged to them with some starry eyed roommate who thought they would get rich.

    And I can tell you literally within 15 minutes of the sales pitch I would start to roll my eyes and throw a few side glances at the guy who took me there . . .

    One guy I can remember at one of these seminars who was really really successful was a Pawn Broker. You would get like $100 per customer for every customer who switched their electricity to (a company whose name I can't remember.) And then you were supposed to get commissions on the people under you, etc etc.

    They shipped this pawn broker around the country like some sort of rock star . . . He was a really personable guy. But it's pretty easy to see why he would do well at the stuff. A guy has pawned something he needs back . . . "psst . . . I can give you your item I paid you $30 for right now if you change your electricity . . . here is a phone . . ."

    I didn't want to get into the Pawn business. So I didn't give it a second thought . . . I was about 19 mind you.

    When I was around 23 I wen't to another company thinking I was going to get a marketing contract. And they had pictures of Donald Trump all over the wall. And they were selling Direct TV subscriptions or something the exact same way. I don't even know if Donald Trump was tied to it. It could have been Hi-Tech for all I know. But it is so easy to smell one of these scams . . .

    Everyone and anyone involved in this is in it to make money. Investing your money for the sake of trying to make a moral statement is a sure fire way to lose it. And I can tell you with some degree of certainty Ackman did little more than gave himself a reason to sleep a little better at night when it came to manipulating the market. And I would use your head to control your money. Not your heart.
    Jan 31, 2013. 08:07 PM | 1 Like Like |Link to Comment
  • Herbalife's Laundromat: Deconstructing Deception [View article]
    Matt: Do your pay checks Say "Pershing Square Capital" on the top left? Sheesh . . . your like an anti HLF article mill.
    Jan 31, 2013. 04:05 PM | 5 Likes Like |Link to Comment
  • How The Herbalife Short Squeeze Would Work [View article]
    OH COME ON! Do you seriously believe in some billionaire hedge fund manager with a heart of gold? While what Ackman did was not technically illegal (Well . . . it actually could be). You bet your bottome dollar it has EVERYTHING to do with money. If it wasn't. Why is he a billion dollars short?

    Some of the people who paint this guy as some sort of white knight and savior of the people really stupify me. He initiated an effective Bear raid. Do a little reading with the guy and his past with Gotham Partners. He has a history of making his money in this manner. And it is arguable that this was done at a point in time his fund returns were weak.

    He is not taking any moral high road here. If he wanted to do that. He would have kept his mouth shut. And gone to the S.E.C. In fact. If he wanted to do some good. Why doesn't he retire as a hedge fund manager and take a government job at the S.E.C.?
    Jan 30, 2013. 04:53 PM | 9 Likes Like |Link to Comment