Thursday, August 2, 2018

A quick comment on the Herbalife results

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Herbalife reported after market. There was a lot of noise. Margins in various markets fell. There is the usual Herbalife currency noise.  ...
5 comments:
Wednesday, August 1, 2018

Xero

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I was quoted in the Australian Financial Review on Monday stating that Xero is the only Australian company with the potential to be a $100 ...
25 comments:
Monday, July 23, 2018

Worthless Pennies - a plea for contact

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I don't like using the blog this way - but can the people behind the defunct short-selling research firm "Worthless Pennies" p...
5 comments:
Monday, May 7, 2018

Just how bad is it for big tobacco? And a business idea for an ambitious investment banker

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Big tobacco stocks have had a bad month. Philip Morris had its worst day (for stock performance) in a decade. Electronic cigarettes and vape...
13 comments:
Sunday, February 18, 2018

The importance of GE's credit rating

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The cover story in Barrons this week is on GE's dim prospects . I confess to being a very minor source for that story. I don't own G...
42 comments:
Friday, February 9, 2018

Nasdaq and the New York Stock Exchange (and possibly Herbalife) team up to help organised crime

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Charlie Gasparino suggested in a tweet and a story that Herbalife, the Nasdaq and the New York Stock Exchange have teamed up to produce an ...
17 comments:
Tuesday, January 16, 2018

Further notes on visiting Herbalife clubs in Queens

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Preface: I once wrote a blog post - a response to Mr Ackman's campaign on Herbalife - which gave notes on visiting a Herbalife club in...
7 comments: