23-12-2012, 02:24 PM
(This post was last modified: 25-02-2013, 09:07 AM by rogerwilco.)
Interesting Read for the holidays
Bill Ackman Herbalife short thesis
http://www.scribd.com/doc/117631419/Bill...qhtgm5u1se
Andrew Ross Sorkin speaks with Bill Ackman
http://www.cnbc.com/id/100332283/First_o...ay_on_CNBC
Bill Ackman's Crusade to Crush Herbalife
http://www.businessweek.com/articles/201...-herbalife
Is Ackman's hatchet job on herbalife justified
http://seekingalpha.com/article/1078321-...tors&ifp=0
Herbalife - Belgian Court Decision
http://www.scribd.com/doc/76678476/Herba...t-Decision
Recognizing Pyramids - Without A Lawyer, An Economist, Or The FTC
http://seekingalpha.com/article/1107821-...or-the-ftc
Ackman Was Too Kind In His Attack On Herbalife
http://seekingalpha.com/article/1130981-...tors&ifp=0
Herbalife’s Problem With Deceptive Earnings Claims
https://financeandstrategy.wordpress.com...gs-claims/
Bill Ackman new attack: Questions for Herbalife Feb. 7, 2013
http://factsaboutherbalife.com/wp-conten...stions.pdf
============Other investors long arguments============
Why Bill Ackman is Wrong About Herbalife
http://kiddynamitesworld.com/why-bill-ac...herbalife/
In Defense of Herbalife
http://seekingalpha.com/article/1078621-...tors&ifp=0
Herbalife is a sustainable pyramid scheme
http://seekingalpha.com/article/1079421-...tors&ifp=0 => the author is short HLF and agree it is a pyramid scheme but he argues that it is unlikely HLF stock will reach zero
John Hempton: Ackman herbalife thesis - Someone from the government will help poor people and billionaire hedge fund managers
http://brontecapital.blogspot.com/2013/0...-from.html
John Hempton: Notes on visiting Herbalife nutrition club in Queens
http://brontecapital.blogspot.com/2013/0...ition.html
Robert Chapman: Why i made a 35% position after bill ackman bear raid
http://thompsonburton.com/mlmattorney/20...bear-raid/
Dan Loeb's Q4-2012 Investor Letter, New Equity Position: Herbalife
http://www.scribd.com/doc/119675166/thir...ter-010913
Investors Side With Carl Icahn: Herbalife Soars After Epic TV Battle With Ackman
http://www.forbes.com/sites/afontevecchi...th-ackman/
Herbalife is it a fraud? Not Likely
http://turnkeyanalyst.com/2013/01/herbal...ot-likely/
Carl Icahn’s Valentine’s Day Massacre of Bill Ackman’s Herbalife Short
February 14th, 2013
http://kiddynamitesworld.com/carl-icahns...fe-shorts/
============Neutral============
Jim Cramer's Take on Herbalife
http://www.cnbc.com/id/100389459
Herbalife, Bill Ackman and Dan Loeb: Gains and Losses
http://www.huffingtonpost.com/janet-tava...47450.html
Vitaliy Katsenelson:Looking for the 'Herbal' in Herbalife
http://www.institutionalinvestor.com/blo...ingle=true
Anyone uses herbalife products here?
UPDATE:
Bill Ackman has set up a website to document more details of his shorts http://factsaboutherbalife.com/
Herbalife Registers ’The Real Bill Ackman’ Website Name
http://www.bloomberg.com/news/2013-01-29...-name.html
Dan Loeb has sold a portion of his 8.9 million shares in Herbalife Ltd. (HLF)
http://www.bloomberg.com/news/2013-02-24...igged.html
Bill Ackman Herbalife short thesis
http://www.scribd.com/doc/117631419/Bill...qhtgm5u1se
Andrew Ross Sorkin speaks with Bill Ackman
http://www.cnbc.com/id/100332283/First_o...ay_on_CNBC
Bill Ackman's Crusade to Crush Herbalife
http://www.businessweek.com/articles/201...-herbalife
Is Ackman's hatchet job on herbalife justified
http://seekingalpha.com/article/1078321-...tors&ifp=0
Herbalife - Belgian Court Decision
http://www.scribd.com/doc/76678476/Herba...t-Decision
Recognizing Pyramids - Without A Lawyer, An Economist, Or The FTC
http://seekingalpha.com/article/1107821-...or-the-ftc
Ackman Was Too Kind In His Attack On Herbalife
http://seekingalpha.com/article/1130981-...tors&ifp=0
Herbalife’s Problem With Deceptive Earnings Claims
https://financeandstrategy.wordpress.com...gs-claims/
Bill Ackman new attack: Questions for Herbalife Feb. 7, 2013
http://factsaboutherbalife.com/wp-conten...stions.pdf
============Other investors long arguments============
Why Bill Ackman is Wrong About Herbalife
http://kiddynamitesworld.com/why-bill-ac...herbalife/
In Defense of Herbalife
http://seekingalpha.com/article/1078621-...tors&ifp=0
Herbalife is a sustainable pyramid scheme
http://seekingalpha.com/article/1079421-...tors&ifp=0 => the author is short HLF and agree it is a pyramid scheme but he argues that it is unlikely HLF stock will reach zero
John Hempton: Ackman herbalife thesis - Someone from the government will help poor people and billionaire hedge fund managers
http://brontecapital.blogspot.com/2013/0...-from.html
John Hempton: Notes on visiting Herbalife nutrition club in Queens
http://brontecapital.blogspot.com/2013/0...ition.html
Robert Chapman: Why i made a 35% position after bill ackman bear raid
http://thompsonburton.com/mlmattorney/20...bear-raid/
Dan Loeb's Q4-2012 Investor Letter, New Equity Position: Herbalife
http://www.scribd.com/doc/119675166/thir...ter-010913
Investors Side With Carl Icahn: Herbalife Soars After Epic TV Battle With Ackman
http://www.forbes.com/sites/afontevecchi...th-ackman/
Herbalife is it a fraud? Not Likely
http://turnkeyanalyst.com/2013/01/herbal...ot-likely/
Carl Icahn’s Valentine’s Day Massacre of Bill Ackman’s Herbalife Short
February 14th, 2013
http://kiddynamitesworld.com/carl-icahns...fe-shorts/
============Neutral============
Jim Cramer's Take on Herbalife
http://www.cnbc.com/id/100389459
Herbalife, Bill Ackman and Dan Loeb: Gains and Losses
http://www.huffingtonpost.com/janet-tava...47450.html
Vitaliy Katsenelson:Looking for the 'Herbal' in Herbalife
http://www.institutionalinvestor.com/blo...ingle=true
Anyone uses herbalife products here?
UPDATE:
Bill Ackman has set up a website to document more details of his shorts http://factsaboutherbalife.com/
Herbalife Registers ’The Real Bill Ackman’ Website Name
http://www.bloomberg.com/news/2013-01-29...-name.html
Dan Loeb has sold a portion of his 8.9 million shares in Herbalife Ltd. (HLF)
http://www.bloomberg.com/news/2013-02-24...igged.html