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  • Yahoo: Why The Market Has Got It All Wrong And Why I'm Doubling Down Into The Alibaba IPO [View article]
    How much $$ will investors get from BABA and how much will Yahoo destroy with "strategic acquisitions"...Would be much happier if Yahoo gave closer to 75% back to investors from IPO
    Jul 18, 2014. 03:29 AM | 1 Like Like |Link to Comment
  • Hospira Incorporated: Unappreciated Upside Due To A Promising Biosimilar Pipeline [View article]
    Would you recommend this as a play for personalized medicine?
    Dec 1, 2013. 05:48 PM | Likes Like |Link to Comment
  • Awilco Is Ready For Substantial Earnings And Dividend Boost [View article]
    Huge Q3! 10% Dividend increase. Management is doing great
    Nov 14, 2013. 01:27 AM | 3 Likes Like |Link to Comment
  • Banks Are Doing The Job Of An Activist At Dolan Media [View article]
    How do you know they will sell assets and not dilute shareholders?
    Nov 11, 2013. 03:48 PM | 1 Like Like |Link to Comment
  • Greenlight Capital: The Next Berkshire Hathaway? [View article]
    Could you comment on the compensation to "DME Advisory" AKA Einhorn's Hedgefund for investment advice. I haven't had much time to dig into the 10K but did read this:

    "Pursuant to the advisory agreement, DME Advisors has the exclusive right to manage our investments, subject to the investment guidelines adopted by our Board of Directors, for so long as the agreement is in effect. DME Advisors receives two forms of compensation:
    • A monthly payment based on an annual rate of 1.5% of the capital account balance of each participant; and

    • A performance allocation based on the positive performance change in such participant’s capital account equal to 20% of net profits calculated per annum, subject to a loss carry forward provision.

    The loss carry forward provision allows DME to earn a reduced performance allocation of 10% on profits in any year subsequent to the year in which a participant’s (other than DME) capital account incurs a loss, until all the losses are recouped and an additional amount equal to 150% of the loss is earned. DME is not entitled to a performance allocation in a year in which the investment portfolio incurs a loss. However, DME Advisors is entitled to earn reduced incentive compensation on subsequent years to the extent it generates profits for our investment portfolio in such years. For the year ended December 31, 2008, our portfolio reported a net investment loss of $126.1 million and as a result no performance compensation was paid to DME Advisors in 2008. In addition, the performance compensation for all of 2009 and most of 2010 was reduced to 10% of net profits until all the investment losses were recouped and an additional amount equal to 150% of the investment loss was earned. As of December 31, 2010, there was no remaining loss carry forward balance and DME Advisors’ performance allocation reverted to 20% of net profits during December 2010."

    What are your thoughts?
    Jan 7, 2012. 02:39 AM | Likes Like |Link to Comment
  • Is It Really That Bad at Aeropostale? [View article]
    What price target do you see? And are you still long after that again dissapointing news?
    Aug 16, 2011. 12:29 AM | Likes Like |Link to Comment
  • TeleCommunication Systems: Growth Drivers on All Fronts [View article]
    It would be nice if you could provide an actual valuation analysis. What do you see the intrinsic value as? Otherwise, great analysis. :)
    Jan 8, 2011. 09:36 PM | Likes Like |Link to Comment