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  • The Lines Meme Seems Bogus [View article]
    Seems like you're right:
    Dec 16, 2012. 02:37 PM | Likes Like |Link to Comment
  • Enough About Apple [View article]
    I understand your sentiment. And for the most part it's correct.

    The one part that's may be under estimated is AAPL intent as far as data harvesting. AAPL has a data farm and I see them using Siri to get to be more like GOOG.
    Nov 27, 2012. 06:01 PM | Likes Like |Link to Comment
  • Herding Behavior Explains The Sky-High Prices Of Amazon And Salesforce [View article]
    I fully agree with the sentiments. But momo players can keep the momo train going for a long time. So be careful shorting. Wait for a catalyst.
    Sep 14, 2012. 12:51 AM | Likes Like |Link to Comment
  • Yes, I Got Apple Wrong [View instapost]
    I didn't agree with your call. And went into AAPL in a big way.

    My thesis was that VZ and T data was because of supply constraint. And that most of the supply was being sucked up elsewhere (China).
    Not sure if my thesis is correct, but it's comforting to know that China is picking up slack.

    Regardless of AAPL, I monitor your insights closely as I think they are top notch.
    Apr 24, 2012. 11:12 PM | Likes Like |Link to Comment
  • Green Mountain Coffee: A Murky Brew Of Underwriters, Analysts And Lost Value [View article]
    His thesis has been correct from the earliest ... you cannot argue that point.
    Mar 15, 2012. 01:17 PM | 1 Like Like |Link to Comment
  • Green Mountain Coffee Gets Painted RED [View article]
    Kudos for the insightful GMCR analysis and articles, all of which I've read. And thanks to Sam Antar, who's articles got me short.
    Nov 10, 2011. 04:44 PM | Likes Like |Link to Comment
  • Green Mountain's Coffee Tastes Better Than Its Financial Reporting [View article]
    The market has finally voted, albeit very late as usual. And you are right. I went short in a large part to your articles ... thanks.
    Nov 9, 2011. 05:22 PM | 1 Like Like |Link to Comment
  • Who's Right About Green Mountain Coffee Roasters? Einhorn Or The Street? [View article]
    Lots of people have been short this for a long time (including me since May). It's not been a secret.
    Oct 19, 2011. 07:21 PM | 2 Likes Like |Link to Comment
  • China Green Agriculture: What if It's Legitimate? [View article]
    Wow! I don't think I've ever heard of a weaker reason to go long.
    "But what if it's not s scam?"
    I think this is for Comedy Central.
    Jul 21, 2011. 05:31 AM | 3 Likes Like |Link to Comment
  • Did China-Biotics Pay Its Debts? [View article]
    CHBT has long been an obvious fraud. Your longs on CCME and PUDA haven't worked out so well?
    May 31, 2011. 04:56 AM | Likes Like |Link to Comment
  • Three 'Short-Proof' Chinese Stocks [View article]
    Didn't Baring pull out of investing in HRBN?

    They only took a look from what I understand, which to me is not a good sign.
    Apr 14, 2011. 04:05 PM | 2 Likes Like |Link to Comment
  • 10 Lessons for Investors in the Wake of the CCME Scandal: Part I [View instapost]
    Really excellent article.
    Apr 5, 2011. 07:52 PM | Likes Like |Link to Comment
  • Advanced Battery Technologies: An Egregious Chinese RTO [View article]
    Excellent work ... I have no doubts. You can stick a fork in ABAT.
    Mar 31, 2011. 04:40 PM | Likes Like |Link to Comment