Research Intensive Investing

Will Monster be Murdoch's Next Acquisition?

I agree completely on MNST. Funny thing is analysts aren't talking about this at all--they're projections are still for growth. Also, if you take a look at permanent staffing businesses--KFY and HSII--which are similarly impacted by the economy, their international businesses actually went negative more then their NA business in the last recession. It's also interesting to see MNST waste tons of money on buybacks at peak earnings.

As a MNST short, my main worry in a buyout, but I hope that the negative macro news will keep potential investors on the sidelines. Also, for what its worth, I think MNST becomes a very interesting long in 2-3 years once things pick up again.

Eric
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