Saturday, August 6, 2016

So which position will Mr Ackman exit: Herbalife or Valeant

›
Bill Ackman just  exited his large position in Canadian Pacific . This was a stunningly successful position: genuinely I wish I had done i...
15 comments:
Monday, July 25, 2016

Herbalife and the end of the world

›
A necessary part of Herbalife being a pyramid scheme is that distributors are buying huge amounts of Herbalife that they cannot sell and are...
14 comments:
Tuesday, July 19, 2016

Herbalife in the Sydney Morning Herald

›
There is an article on the FTC settlement in the Sydney Morning Herald. Good read . Its made better by this cartoon image of me: ...
4 comments:
Sunday, July 17, 2016

The Herbalife Rorschach Test

›
On Friday Herbalife agreed a settlement with the Federal Trade Commission (the FTC). The stock popped on enormous volume - but it is fair to...
28 comments:
Tuesday, July 5, 2016

Want a tough job - try collecting debt door to door in the council estates of Northern England

›
I was reading the accounts of Provident Financial Group - a UK subprime lender. I have no position - but this appears to be an old relativel...
19 comments:
Monday, July 4, 2016

Some thoughts on the Medicare scare campaign

›
Warning - this is a very Australia specific post and is probably the only thing I will say about the election Australia has a socialised m...
12 comments:
Monday, June 27, 2016

That moment when you realise that Nick Clegg is a better trader than you...

›
This is an article by Nick Clegg - a UK politician - before the Brexit vote. Amazing... https://inews.co.uk/opinion/comment/will-wake-vo...
9 comments:
Friday, June 17, 2016

Some thoughts on very low interest rates

›
I have been having twitter arguments with people I usually respect who think that it is self-evident that very low rates (even negative rate...
76 comments:
Thursday, June 9, 2016

What passes for Japanese innovation now (Kirin edition)

›
When I was young all the most innovative products seemed to come from Japan. And so I find myself gently disappointed reading the Kirin Comp...
7 comments:
Tuesday, May 17, 2016

Uber as a predatory lender

›
If you want to understand where Uber's business model is going read this stream on Twitter: https://twitter.com/groditi/status/7324178...
24 comments: