User 71887

8 Comments

    • Who's Going To Buy AOL? Yahoo, Liberty Likely Partners [view article]
      Question: Why is AOL an attractive acquisition? Isn't it a dying brand/business that would cause major integration issues and ultimately not deliver significant additional value to acquirer? Sep 30 09:55 AM
    • Wall Street Breakfast: Must-Know News [view article]
      Kudos to Axelrod...well said and fully agree with his proposal. Protect the honest, hardworking, ethical...penailze the greedy Wall Street crooks and the stupid, overextended on the other end. Those of us in the middle, the majority of honest, hardworking, rationale Americans, should not have to pay for greed or stupidity. Sep 24 10:10 AM
    • Department of Justice Hires Litvack in Google-Yahoo Case [view article]
      If this YHOO/GOOG ad deal gets beaten down by Gov on antitrust grounds, and it will, YANG, Decker, BOST.DICK et al should all be unceremoniusly fired as yet again, they will have mande ANOTHER STRATEGIC BLUNDER that will not have delivered on its promise. How does any major investor tolerate such stupidity not to mention tens of BILLIONS of $s of market cap being wiped out by these IDIOTS?! Bill Miller, chief investment officer of Legg Mason Capital Management, who supported the current board and management should be hung at the square by other investors and his own company! Sep 09 10:59 AM
    • Steve Ballmer: Time To Come Back to Yahoo [view article]
      F'ing Institutional Investors who backed egomanica YANG, dimwit Decker and A'holes on Board. Not only have they screwed their own clients but the little investor as well. EVERYONE knew/knows idiots YANG/Decker/Board would destroy investor value if they didn't accpet MSs offer.. yet the "wizards" at these funds voted in support of these clowns...How smart do they look now?? They should not only be fired but publically flogged! I hate you idiot institutional investors who voted for YANG and Co! Sep 05 11:37 AM
    • Steak n Shake: Watching and Waiting as Biglari Names Himself CEO [view article]
      I grow weary of Sardar / goupies propoganda. To Sardar and his munchkin groupies, just SHUT UP and get the business/stock moving. We don't need pontificating, or financial / english lessons, we need RESULTS! My personal opinion is that Sardar has no business running a restaurant. He may be a relatively smart, financial investor (TBD) or simply good at "selling" himself... I think reality is somewhere in the middle. My gut says this guy had a little money from some entreprenurial gigs, started a one man "hedge fund" rolled all into WEST, didn't accomplish much operationally there but did leverage their cash + PR, rolled most if not all his "hedge fund" $ and WEST's money into FRN...went deep into margin so his ass was on the line...and LUCKED OUT on FRN. Had FRN gone bankrupt, we'd no longer be hearing about Sardar as he ans his "hedge fund" would have been wiped out...So, he got lucky on FRN (as most of us have with an investment)... his wallet went to his head and he bet similar/big on SNS. Got in way too high (do you start to question his financial acumen???), company is in need of an operator and he doesn't have one, know of one given all his vast "restaurant experience"????..... if he's so good and has a meaningful track record...where are all the "institubtional groupies" that should be driving up SNS right now betting on Sardar's wizardry??? THere are none as they know Sardar is a self promoting PR guy with a slight gift of financial acumen and writing letters to make him dangerous. But that's it to date.

      I don't see SNS going bankrupt but trust me, if it does Sardar and his groupies will go the way of many "one hit wonders" like Quiet Riot.       Aug 09 11:45 AM
    • Time To Start Nibbling at Restaurants? [view article]
      Alan, You appear to be a nice guy, educated and probably successful but (in hindsight) you have to admit you practically begged to be stoned. Putting out such a broad thesis without very specific, compelling facts was not wise. Ironically, I agree with your view that restaurants/consumer discretionary may be a good place to consider investing given some pretty beaten down names but you should go much deeper on the specific names and the quantitative logic behind them.

      You did include a disclaimer but then you also contradicted yourself in your bio and some of your comments. I agree repliers should lighten up but so should posters       Aug 06 12:05 PM
    • It's Official: Jerry Yang Has Won [view article]
      How do you "respect" a "entreprenuer&quo... and "board" who have managed to take a $34/share guaranteed offer and whittled it down to $20 in less 6 months???? Forget about how likeable the guy is and that he founded this wonderful company...that's not the point now. He and the board have a fiduciary responsiblity to maximize shareholder value for investors. This obviously has not happened and the market is betting that it won't in the near to mid term...just look at the price today... Why would any investor support a weak management team and challenged company in place of a $34 firm offer??? It's no wonder a lot of these so called "institutional money managers" can't even beat the S&P Aug 04 02:04 PM
    • Yahoo to Icahn: You Have Your Facts Wrong [view article]
      I am always amazed and insulted at how directors at underperforming companies feel that they "are the best and most qualified group to maximize shareholder value"...Excuse me, but what has prevented them from doing this over the last few YEARS? Not only was YHOO stock stuck in limbo under their great oversight, but when a real suitor like MSFT shows up and gives them a "layup" to do what they couldn't and wouldn't do in another few years, they botch that up too. They couldn't even negotiate a few dollars extra a share from the initial MSFT offer. How insulting to shareholders. These directors should be lynched...unless they deliver a better offer immediately. Otherwise, I would like them to clarify WHY they believe they are the best group to increase shareholder value and then to prove it. Meeting 20+times does not qualify...show me results, not effort! May 17 04:21 PM
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