Monthly Archives: August 2014

Is Big Pharma RICO a DOJ Blueprint for Herbalife?

It would be wise to study and understand the web of inter-related business practices between Herbalife and its top recruiters because an enormous amount of Herbalife’s future and fate is riding on them.  In this post (about 2/3rd of the … Continue reading

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Ackman $660M or Icahn/Stiritz $1.2B – Who Has the Reckless Billion Dollar Bet?

These are the approximate market value exposures, as best I can tell (stock $50 and puts $8): Ackman = $660M total (asymmetric reward to $1.5B; short 10M shares = $500M plus long Jan ’15 $50 puts on 2oM shares = … Continue reading

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John Hempton: Regulators & Courts Don’t Care about ”Diet” and “Community”

John Hempton wrote a blog post that purported to contrast good and bad MLMs. He used a flimsy argument about “community” to somehow distinguish one from the other. He explained that the community effect at his local fitness club or … Continue reading

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