Monthly Archives: February 2015

Herbalife Corporate Imaging Belies “Unfair or Deceptive Acts Affecting Commerce” $HLF

Writing off $30 million of Venezuelan Bolivar cash or 3% of Revenue isn’t material at this point. Herbalife has been using Venezuela as a hub/mechanism for all LatAm capital flight and money laundering. It will be interesting to see how … Continue reading

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Bill Ackman interview Ray Dalio at Harbor Inv Conf $PSH $AIG $HLF

I like the thinking of both Bill Ackman and Ray Dalio.  Maybe neither of them need my input.  But since I wasn’t at the conference, I’ll inject myself this way.  I’m wired as a value investor.  So, while I’m open … Continue reading

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