Seeking Alpha


Send Message
View as an RSS Feed
View jonsjon1223's Comments BY TICKER:
Latest comments  |  Highest rated
  • A Comprehensive Scorecard for Citron Research [View article]
    Lets say the market went down 50% instead of went up 100%. Lets say you made a return of 4% going long.

    I'd say that's pretty impressive.
    Feb 11 11:50 AM | 3 Likes Like |Link to Comment
  • A Comprehensive Scorecard for Citron Research [View article]
    That being said, I don't understand why retail investors give Citron the level of credence they do""

    Did you look at the spreadsheet of just became victim to dissiociative cognisance?
    Feb 11 04:23 AM | 3 Likes Like |Link to Comment
  • Why CCME Fraud Claims Don't Hold Up [View article]
    Why did CCME, a wildy profitable company need 30+15m worth of stock dilution? CCME, a company with one of the lowest CapEx I have ever seen? CCME, a company that through contracts with companies like Eading Group, doesn't need to spend money on Inventory? Still nobody can explain this to me. Are they going to use that money to start M&A activity taking over other advertising agencies?
    Feb 9 03:07 PM | 3 Likes Like |Link to Comment
  • Orient Paper Proved Innocent - When Will It Return to Pre-Allegation Levels? [View article]
    I don't see why they never gave the audit committee access to facilities, but another appraiser named Equinox, and after 2 months. They could have made things much easier.

    Also you said the following:
    "The first major claim put forth my Muddy Waters was that Orient Paper’s operating subsidiary reported 1/27th of the revenue claimed by Muddy Waters through its SEC filings. Muddy Waters claims it found its Chinese tax filings to prove this. This claim was proven wrong almost immediately when Orient Paper pointed out that Muddy Waters was referencing a company with a similar sounding name, but that had no relationship with Orient Paper whatsoever. In this same response, Orient Paper provided the tax filings for the correct operating subsidiary and published it on its website."
    This is point 2 and I don't think you saw MW's rebuttal of this rebuttal. The subsidiaries were the same in Chinese. ONP knew this or should have known this. Based on the fact that there are two completely different tax filings from 2 parties on the exact same entity, one of these tax filings must be forged. Based on MW logical rebuttal, I have reason to suspect ONP more than MW.
    Feb 9 01:49 PM | 3 Likes Like |Link to Comment
  • Can China MediaExpress Recover in Round Three? [View article]
    I have a few unanswered questions. Were the relationships with certain company real or fake? (easily verifiable). Did Deloitte confirm 170 million and how thorough was that? (according to some yes, to other not).

    In any case, all this slander against mw and Citron doesn't help the bull case at all. In fact, it helps the bears case. The people who are most likely to discover fraud, are people who defrauded in their past. Certainly their pasts add to their credibility
    Feb 7 04:57 AM | 3 Likes Like |Link to Comment
  • China MediaExpress: Groundwork, Research, And Videos to Disprove Allegations [View article]
    MW didn't miss on ONP.

    First reason: audit committee refused access to facilities. What the heck? WHy would they do that?
    Second reason: rebuttal said names didnt match of subsidiaries. (English) However MW replied that you should compare Chinese names. ONP, a fully 100% CHinese COmpany that comes out with such an obvious rebuttal, the rebuttal is obviously a lie and cover-up.

    These 2 reasons make me trust that MW was right on ONP.
    Feb 6 07:57 AM | 3 Likes Like |Link to Comment
  • Is China Media Express Legitimate? [View article]
    Well CCME is probably overstating revenue. And also being pumped alot.

    I scowered through seeking alpha articles, this guy named Michael Anderson wrote the following

    8) Is the company putting their growth plan into place?

    This also follows up in regards to dilution previously stated. I know, not every little thing can go as planned and adjustments need to be met. If there is a habit of stating growth plans and continually diluting and never coming through with the plans, or management just doesn't come through, it shows a lot and that the management is inept or corrupt.

    China MediaExpress continues to put their plans into place. One example, as mentioned above, is the new contracts, as it shows they are dedicated to their growth. Another recent example is their new website SWITOW:


    boutiques to be opened in certain cities

    SWITOW magazine

    Contracted adverisers will provide the "lowest price guarantee"

    Some items sold through SWITOW will offer a longer warranty period

    Signed contracts with major companies such as Apple (AAPL), Nike (, Sony (, Adidas (, Toshiba (, and more

    Just taking a look at the press releases, it is easy to see that their growth plan is being put into place and that they continue to make investors aware of this as well.


    This guy told investors CCME signed a contract with Apple. This guy is a pumper. He is either incompetent or Swindled by fraudulent CCME.

    CCME denied having a contract with AAPL yesterday in their MW rebuttal.

    Michael Anderson said they had a contract. One of these two parties is LYING.

    Either way this supports the outlandish MW claim of CCME being a pump-and-dump
    Feb 4 03:34 PM | 3 Likes Like |Link to Comment
  • China MediaExpress Draws Interest - Some of It the Wrong Kind [View article]
    I just read an article that pumped CCME as the number 1 stock on forbeschina fastest growing list. However, I google translated the list and the first name is not CCME.

    I conclude that CCME is a fraud, like a pump and dump. However as you noted short interest is like 35% and when you look at such stocks (example netflix) they usually go parabolic in a short squeeze. $40 is very likely.
    Jan 12 04:43 PM | 3 Likes Like |Link to Comment
  • Evidence Suggests China Medical Is Taking Itself Private Via A 3rd Party [View article]
    Well a thesis that the stock price goes up and somebody is accumulating is not enough for a buyout.

    This happens to 100's of stocks daily. But i don't see 100's of buyouts every day.
    Apr 24 01:11 PM | 2 Likes Like |Link to Comment
  • Why There's No Need For QE3 [View article]
    Inflation has never reduced the debt burden. Debt to GDP was 150% 40 years ago, now 350% and growing. Debt ratio is getting more and more out of whack, debt is growing faster than inflation can grow GDP.
    Feb 5 01:24 PM | 2 Likes Like |Link to Comment
  • Does Yongye Sell On Credit? [View article]
    XRoe, you made 2 mistakes:
    - you change the subject
    - you nitpick on whether CEO or COO or manager or director does anything. That isn't important at all. You know why? Because those roles are like all the same
    - the real subject is that the book uses the Chinese definition of selling on credit. Just like how the Muslims have a different definition of interest.
    Jan 10 05:57 PM | 2 Likes Like |Link to Comment
  • Does Yongye Sell On Credit? [View article]
    XRoe, you don't get it. The CEO's book uses the Chinese definition of selling on credit, not the American one. You just got served again.
    Jan 10 10:04 AM | 2 Likes Like |Link to Comment
  • Does Yongye Sell On Credit? [View article]
    XRoe you are grasping at straws here. Accounts receivables is not the same as selling on credit, in China. Might I remind you, in China everything is different. The fact you don't understand that means you will get squeezed in oblivion. You have just been served.
    Jan 10 08:46 AM | 2 Likes Like |Link to Comment
  • Yongye's Recent Filings Raise Various Red Flags [View article]
    Shorts are in way over their head.

    Floor of $30 for YONG.
    Mar 24 07:48 PM | 2 Likes Like |Link to Comment
  • The Problems With Deer Consumer Products [View article]
    Anybody who is not long DEER is delirious and will miss out on a 20-bagger. If this company is crap, how come it has a stable floor at $11 a share? I think insiders know something!
    Mar 19 09:28 AM | 2 Likes Like |Link to Comment