I want to start off in introducing this piece by saying that the scenario I’m about to present is only one of several possibilities and is opinion based on my independent analysis. I have worked for nearly a decade in finance, primarily doing investigative financial analysis. I also worked for more than 5 years specifically […]
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The Time Is Right Now: Why The U.S. Must Act Decisively and Overwhelmingly To Confront The Coronavirus
We may now be starting to see the very real consequences of relying on data coming out of China – something I warned against in a February 2 article I wrote urging people to consider focusing on data outside of China instead of what the Chinese government was telling us. My reasoning for this was […]
The One Number That Could Reveal A Chinese Coronavirus Cover-Up
The Wuhan coronavirus continues to wreak havoc across the globe. It caused a 600 point sell off in the Dow Jones on Friday, prompted the first U.S. quarantine in a half century and has resulted in various travel bans around the globe. Famously, even tourist “hot spot” Iraq doesn’t want Chinese citizens coming into the […]
Why Musk Reveal as GOP Donor Could Hit Tesla Shares
Elon Musk’s public persona is coming unraveled and it could have a negative effect on Tesla (TSLA) as well as the press that it gets. As I have written many times before, and as many of you know already, I believe Tesla stock and Tesla as an investment is supported only by the company’s narrative […]
Icahn Exiting Herbalife, Shares Could Head to $35 Quickly
This morning it was announced that possibly the first phase of Carl Icahn exiting his entire Herbalife position had begun. I had previously speculated that it would take a multipronged approach for Mr. Icahn to exit his full position in the company, as he holds such an enormous amount of shares. Even after tendering up […]
Martin Shkreli Gets 7 Years: My Unpopular Opinion
Martin Shkreli was sentenced to seven years in prison today after being found guilty by a jury of his peers of securities fraud last summer. To me, the sentence looks like overkill relative to the way that financial crimes are consistently perpetrated, settled and brushed off on Wall Street on a daily basis. I touched on […]
Herbalife Reportedly “Raided” by FDA in India
The front page of Nagpur Today – an Indian news website – is running with the headline that the “FDA raids Herbalife”: A full version of the article can be read here and includes the following ominous statements, when translated using Google: Nagpur: Keeping mushrooming of nutritional supplement retailers and their dubious activities of dangling […]
Colombian Doctor Claims “Clear Relationship” Between Herbalife Products and Liver Damage
On Friday, QTR was given two new nuggets of information about our friends over at Herbalife. The first was that according to a source close to the matter, the company’s EVP of Finance in China has left the company. This is unconfirmed by QTR so far, though I have had a second source echo that […]
Herbalife Will Lower Sales Guidance Monday, Still No Comment on Executive Departures
Just weeks after issuing its guidance and “beating” estimates that would have missed estimates issued a couple of short quarters ago, Scott Wapner at CNBC reports that Herbalife is set to lower its sales guidance before market open tomorrow, Monday morning. Wapner’s exclusive, out late Sunday night, stated: Herbalife will lower its sales outlook for the […]
As Herbalife Executives Seem to Disappear, Betting on Zero Goes Viral
To open and “set the mood”, read this excerpt from Herbalife’s most recent 10-K filing. “The loss or departure of any member of our senior management team could adversely impact our Member relations and operating results. If any of these executives do not remain with us, our business could suffer. Also, the loss of key personnel, […]
