Wednesday, January 30, 2013

Shorting & Short Squeeze


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 Article as much relevant to Spectrum as  it is to Herbalife.

http://seekingalpha.com/article/1143751-how-the-herbalife-short-squeeze-would-work

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Tuesday, January 29, 2013

Stocks DD Cites: Kerrisdale Capital Long thesis on Herbalife


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Link

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Friday, January 25, 2013

Stocks DD Cites: Generic Leucovorin shortage - again!


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http://www.ashp.org/DrugShortages/Current/bulletin.aspx?id=488

QUOTE

Leucovorin Calcium Injection


[22 January 2013]

Products Affected - Description


Leucovorin Calcium Lyophilized Powder for Injection, Bedford
50 mg vial, 10 count (NDC 55390-0051-10)
100 mg vial, 10 count (NDC 55390-0052-10)
200 mg vial, 1 count (NDC 55390-0053-01)
350 mg vial, 1 count (NDC 55390-0054-01)

Leucovorin Calcium Solution for Injection, Bedford
10 mg/mL, 50 mL vial (NDC 55390-0009-01)
Leucovorin Calcium Lyophilized Powder for Injection, Sagent
200 mg vial, 1 count (NDC 25021-0815-30)
350 mg vial, 1 count (NDC 25021-0816-30)

Leucovorin Calcium Lyophilized Powder for Injection, Teva
100 mg vial, 1 count (NDC 00703-5140-01)
350 mg vial, 1 count (NDC 00703-5145-01)

Leucovorin Calcium Lyophilized Powder for Injection, APP
200 mg vial, 1 count (NDC 63323-0710-50)
500 mg vial, 1 count (NDC 63323-0711-00)

QUOTE




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Thursday, January 24, 2013

Belinostat Safety Profile


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Belinostat Safety data -> Link

Here is competitor ISTODAX Safety Data -> Link


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Tuesday, January 15, 2013

Stocks DD Cites: Bronte Capital Critique on Ackman's Thesis


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Bronte Capital visits a Nutrition club and critique's Ackman's Short Thesis-> Link

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Friday, January 11, 2013

Stocks DD Cites: Dan Loeb's Herbalife Long Thesis


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Link

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Thursday, January 10, 2013

Stocks DD Cites: Kerrisdale Capital Long thesis on Herbalife


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Kerrisdale Capital Long thesis -> Link

Herbalife Investor Presentation-> Link

Herbalife Investor Presentation Video (I thought it was a pretty impressive rebuttal) -> Link

Herbalife COO Bloomberg Interview -> Link

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Wednesday, January 9, 2013

Stocks DD Opines: Google trends on keywords Herbalife, Amway


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Disclosure: I am neither long or short Herbalife. Nor am I making any allegations that Herbalife or Amway is scam or pyramid scheme. I have no opinions on it.

1. I wanted to see how the google trend of the word "Herbalife" looks like to check if there are any spikes

2. Then I wanted to see how the google trends of the words "Herbalife scam" or "Amway scam"  looked like to check if there are any spikes

This proves that Ackman's mission of educating people is almost an impossible mission.   Also, nothing meaningfully has changed in google trends over Herbalife since Ackman made the presentation in December.


3. What is also interesting to see , regions that googled the word "Herbalife" over the last 3 years. You see the geographies are continuously changing over the period as Herbalife opens shop in each countries



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Stocks DD Cites: Herb Greenberg's investigation report on MLM & Herbalife


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http://www.cnbc.com/id/100359541?__source=vty|sellingthedream|&par=vty

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Tuesday, January 8, 2013

Stocks DD Cites: Ackman's HLF web site updates & Bloomberg interview


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13 Page Summary -> http://factsaboutherbalife.com/wp-content/uploads/2012/12/Final-Exec-Summary-1.pdf

Former Distributor Testimonials update -> http://factsaboutherbalife.com/wp-content/uploads/2013/01/Testimonials-Updates-Jan-7th-13.pdf

Bloomberg interview-> http://money.cnn.com/video/news/2013/01/07/n-bill-ackman-herbalife.cnnmoney

Chapman interview -> http://video.ca.msn.com/watch/video/ftc-is-a-non-issue-for-herbalife-chapman-says/2h9y8b8ov

I think if Ackman's agenda is to educate current distributors or would be distributors his view of Herbalife, the 13 page summary is a good step in that direction. However I have to say based on what we have seen so far from Pershing, I(as an investor) am not at all convinced the world is going to turn upside down for HLF, let alone soon.  Remember Ackman said he has shorted this to zero. Let us see if he will(or get a chance to) live up to that. Also remember US is only 20% of HLF's business. And HLF operates in 89 countries.  Disclosure: I am neither long or short Herbalife at this time.


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Sunday, January 6, 2013

Stocks DD Cites: Kerrisdale Capital's Short Thesis on PRKR


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http://kerrisdalecap.com/wp-content/uploads/2012/10/ParkerVision-Final-Report-October-2012.pdf

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Saturday, January 5, 2013

Discussion on Bronte Capital's thesis


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Really good discussion to Bronte capital's HLF long thesis. See under comments.

http://www.blogger.com/comment.g?blogID=4815867514277794362&postID=3769764356291872450

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Friday, January 4, 2013

Bronte capital(Long) on Herbalife


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Wednesday, January 2, 2013

Stocks DD Cites: Chapman's Long thesis Presentation on Herbalife


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Chapman's Long thesis appears pretty convincing . So it's Ackman's short thesis vs Chapman's long thesis on Herbalife. Waiting for the Jan 10th presentation from the company

http://fm.cnbc.com/applications/cnbc.com/resources/editorialfiles/2013/01/02/HLF%20by%20Chapman%20Capital%2012-29-2012.pdf

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