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Milhouse

Milhouse
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  • On 2 Dubious Bargains: Analysis Of MusclePharm And Mannatech [View article]
    I voted as soon as my broker sent me the proxy.

    YES on board members Estallela and Drexler
    NO on other board members

    NO on executive compensation plan(s)

    YES on annual review of executive compensation

    One thing that concerns me is that the board recommended Yes on annual review of compensation. I am in favor of it because I think they are overcompensated.
    However, what if they hold the annual review and then discover that they are not paying themselves ENOUGH? This could backfire on us.

    "Hey, you know what I discovered? We need to give ourselves a raise, since we aren't making more than we did last year."
    "Wow! You know what? You're right! Good thing the shareholders forced us to review our compensation every year, or we might have missed it!"
    Jul 27, 2015. 09:16 AM | 2 Likes Like |Link to Comment
  • Why Free And Unlimited Supercharger Access Can Potentially Devastate Tesla [View article]
    The old bait-and-switch. Promise one thing on purchase, take the money, and then change the rules to benefit the company.

    My smack dealer does the same thing. He assured me that the price would stay the same, as "he cares about his customers." Now that I am hooked, he has raised the prices on me. Typical.
    Jul 24, 2015. 12:34 PM | 5 Likes Like |Link to Comment
  • On 2 Dubious Bargains: Analysis Of MusclePharm And Mannatech [View article]
    As of this morning, Crunch bars are not yet available at my Kroger in Atlanta, but I am in there almost once a week and will post when they come in.

    Kroger has an entire half-aisle full of protein bars, Quest, Clif, Balance, etc.
    Jul 21, 2015. 10:42 AM | 1 Like Like |Link to Comment
  • On 2 Dubious Bargains: Analysis Of MusclePharm And Mannatech [View article]
    which agreement was that?
    Jul 20, 2015. 12:16 PM | Likes Like |Link to Comment
  • EV Crossover Wars: Tesla, BMW, Audi [View article]
    "the Tesla does not need a conventional radiator"

    It doesn't? With a liquid cooling system for the battery pack, which holds about 14 quarts of coolant, that heat has to be gotten rid of somehow.

    Edit: after looking it up, the Model S has 3 radiators; one for the battery pack, one for the motor and one for the A/C.
    Jul 18, 2015. 01:43 PM | 3 Likes Like |Link to Comment
  • EV Crossover Wars: Tesla, BMW, Audi [View article]
    Edit: Ford changed their designs around 2012 to include the "fish face", don't think they had it before that.

    But it is undeniable that this front end appeared on Aston Martins as far back as 2001. (see DB9 and Vanquish)
    Jul 18, 2015. 11:18 AM | 1 Like Like |Link to Comment
  • EV Crossover Wars: Tesla, BMW, Audi [View article]
    "The 'fish face' is certainly distinctive of Teslas"

    To me, it is simply copied from Ford, which has been using that face on several of their models for the last 5 years (focus, fiesta, etc.)

    Ford copied it from Fisker's designs of the Aston Martin, and from his own Karma.

    I was surprised to see it show up on the X, to me it now looks a bit trite.
    Jul 18, 2015. 10:47 AM | 1 Like Like |Link to Comment
  • Tesla Motors increases land holdings in Nevada [View news story]
    "Toyota plans to sell just 3,000 Mirai's by the end of 2017"*

    *in the U.S.
    Jul 15, 2015. 01:27 PM | 1 Like Like |Link to Comment
  • On 2 Dubious Bargains: Analysis Of MusclePharm And Mannatech [View article]
    Did you try shaking the contents of the tub? Things settle, and that usually does the trick for me...
    Jul 13, 2015. 04:29 PM | Likes Like |Link to Comment
  • Tesla: Good Job, Now Follow Through [View article]
    Elon’s cryptic answer was: “You know, because there are these different features that I mentioned — I’m being sort of intentionally obtuse — we’re not going to show it until it gets delivered.”

    ob·tuse
    əbˈt(y)o͞os,äbˈt(y)o͞os/
    adjective
    1. annoyingly insensitive or slow to understand.
    2. (of an angle) more than 90° and less than 180°.
    Jul 8, 2015. 09:22 AM | 4 Likes Like |Link to Comment
  • The Chinese bear keeps growling [View news story]
    It will only become a reserve currency if other countries decide to hold it in reserve. Do you have a country in mind which will do this?
    Jul 5, 2015. 09:14 AM | Likes Like |Link to Comment
  • Tesla Bears Fail To Recognize That Tesla Has The Zeitgeist [View article]
    "Tesla came out as by far the number one choice of people below the age of 35."

    You mean people who are too young to remember the dotcom bubble of the late 90's. History repeats itself.
    Jul 5, 2015. 09:11 AM | 13 Likes Like |Link to Comment
  • The Chinese bear keeps growling [View news story]
    "Twenty-one securities brokerages will jointly invest 15 percent of net assets as of the end of June, or no less than 120 billion yuan, in blue chip exchange traded funds," it said.

    I thought you were joking! Thanks for the link.

    I can't wait to see what they try once this plan fails to change anything substantively.
    Jul 4, 2015. 09:08 AM | 3 Likes Like |Link to Comment
  • On 2 Dubious Bargains: Analysis Of MusclePharm And Mannatech [View article]
    "Two activist investors recently took position in the company (In the meantime, one of them has already announced exiting and the other is taking over the chairman position)."

    Not completely true. Wynnefield did not announce exiting. They sold about 40% of their shares to Consac, which then put Drexler at chairman of the board. As of yesterday, Wynnefield purchased about 50,000 shares. They had hinted that they were trimming their position, but selling to another activist and then starting to rebuild their position, suggests otherwise.

    But you are correct, MP remains a risky investment, not for the faint of heart.
    Jul 2, 2015. 10:18 AM | 4 Likes Like |Link to Comment
  • Can Wynnefield Capital Create A Culture Of Accountability At MusclePharm? [View article]
    I did see that, and seems like these big players are setting something up for this company. I don't know what the specifics are of the plan, but I am certain it ends with the co. being sold for considerably more than it is worth now.

    It is just nice to see competent people starting to clean up this trainwreck. Both Obus and Drexler seem to be interested in one thing--making money. And their money will come from increasing the share price, not bonusing themselves stock and increasing their salaries.
    Jul 2, 2015. 08:48 AM | 1 Like Like |Link to Comment
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