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 […]
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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, […]
Herbalife China SVP Reportedly “Suddenly Removed” After Company Makes “Anti-Pyramiding” Warning in Last 10-Q
This morning it crossed the wires that Herbalife’s President of Operations in China, Jerry Li, has “suddenly” hit the road. He had been at Herbalife for a decade: Heres a link to the Chinese media article: http://www.cs.com.cn/xwzx/201705/t20170523_5294672.html And the original article: Here’s is a translation of the Chinese article: This comes just days after Herbalife […]
Herbalife: A Devastatingly Perfect Storm that Could Send Shares Under $30
Quoth the Raven Research continues to believe Herbalife is a strong sell with downside of more than 46.3% before the end of 2017 and further downside in following quarters The potential impact of a coming nation-wide documentary has been significantly underestimated and may cause an unprecedented public relations nightmare for the company that it may […]
There’s Something Odd About Herbalife’s New Joint Venture
I find something very weird about Herbalife’s new joint venture with Tasly Holding Group. Mostly, it just doesn’t make any sense. I’m not an expert in the products that Tasly offers nor am I an expert on how these two companies plan on hammering out this joint venture, but from what I learned in the press release […]
