Wednesday, February 20, 2013

Linn Energy's Queen Gertrude Moment

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Linn Energy ( Nasdaq:LINE ) is the biggest oil-and-gas production Master Limited Partnership (MLP) in the US. The market cap is a little ov...
22 comments:
Tuesday, February 12, 2013

Another day - another strange Gulfport Energy related party transaction

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I woke up this morning to the news that  Gulfport Energy  ( NASDAQ:GPOR ) is buying another 22 thousand net acres in the Utica Shale from W...
4 comments:
Tuesday, February 5, 2013

Comment on the false New York Post story about the law enforcement investigation against Hebalife

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About twenty four hours ago I was alerted to a story in the New York Post by Michelle Celarier asserting that Herbalife was the subject of a...
12 comments:
Wednesday, January 16, 2013

Notes on visiting an Herbalife nutrition club in Queens

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I visited a Herbalife nutrition club in Queens. There is plenty wrong with this company – but this is not a post about the things that are ...
109 comments:
Tuesday, January 8, 2013

Bill Ackman either lacks imagination or has a touching faith in government

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There is a wonderful Bloomberg story today about the more-to-come in the Bill Ackman vs Herbalife saga. There is however one quote in the...
35 comments:
Saturday, January 5, 2013

Ackman's Herbalife thesis: someone from the government will help poor people and billionaire hedge fund managers...

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I was just on CNBC talking about Herbalife . Nervous as they come and was propped the wrong way by the sound guy (and hence never looked at...
48 comments:
Wednesday, January 2, 2013

Madeleine Albright and Herbalife

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Presented without comment.
20 comments:
Friday, December 28, 2012

Hewlett Packard Pension Fund - a final post

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I have written three posts on HPs pension fund. I also wrote to HP outlining several of my main concerns. HP filed a 10K and gave me a det...
4 comments:

Bill Ackman enters the city of Stalingrad

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A few days ago I wrote a  post  describing shorting multi-level marketing schemes as akin to the Battle of Stalingrad. Little did I know ...
24 comments:
Monday, December 24, 2012

Fushi Copperweld: A Christmas present from the China Development Bank and Abax Captial to arb funds

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For the record: I lost on this one. See SEC filing ... Fushi Copperweld - a small cap Chinese stock specializing in bimetallic wire - is ...
7 comments: