Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=13607 Mr. Pink shares his wisdom on such diverse topics as spin-offs, mutual thrift and insurance conversions, merger arbitrage, post-bankruptcy equities and short ideas. Mr. Pink does not lie.http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=1360738013210rogermci®Ackman probably wishes it were permanently halted after todays action. On the big boys playground now and going to get hosed.http://www.siliconinvestor.com/readmsg.aspx?msgid=289052905/20/2013 4:08:06 PMCautious_Optimist Loeb’s Third Point Exits Morgan Stanley Stake After Rally By Michael J. Moore - May 15, 2013 9:00 PM PT Dan_Loeb http://www.siliconinvestor.com/readmsg.aspx?msgid=288981295/16/2013 12:09:14 PM2MAR$HLF @ $45 , should have stayed in the game did you take pity on Ackman or? Its quite impressive they turned in over $1bil /qtr in sales , Mr. Icahn showed he's not always spot on , NUAN sure proved the perrenial loser, NFLX making up for that am sure.http://www.siliconinvestor.com/readmsg.aspx?msgid=288950325/15/2013 3:16:01 AMCautious_Optimisthttp://www.siliconinvestor.com/readmsg.aspx?msgid=288891045/11/2013 6:01:52 PMpeter michaelsonYes, indeed. But perhaps it wasn't the man himself who was so unique, but rather that financial journalism doesn't allow that sort of thing any longer. He managed to become the voice of a publication that managed to survive the long term. It's an era thing. I wonder if Barron's will survive long without him.http://www.siliconinvestor.com/readmsg.aspx?msgid=288890415/11/2013 5:12:37 PMCautious_OptimistA colossal, historic weekly truth-teller and humorist of his generation. If there was a Mt. Rushmore of investment journalism and commentary, he would be elected unanimously in the first round. AA can never be replaced. This is a sad moment.http://www.siliconinvestor.com/readmsg.aspx?msgid=288884495/11/2013 10:40:40 AMMad2RIP....mad2 Alan Abelson: 1925 to 2013 By ED FINN | Financial journalism lost one of its leading lights Thursday when Alan Abelson died at the age of 87. Alan had served Barron's as a writer, editor, and chief columnist for the past 57 years. Financial journalism lost one of its leading lights Thursday wh...http://www.siliconinvestor.com/readmsg.aspx?msgid=288883785/11/2013 9:55:12 AM2MAR$Third Point's Dan Loeb confirmed yesterday at the SALT hedge fund conference that he exited his position in Herbalife, New York Post reports, citing individuals who heard his interview. Reference Link NUAN was the gimmie short of the month , even premarket shorted with total abandon at $22.5/$22 knowing $19 was go...http://www.siliconinvestor.com/readmsg.aspx?msgid=288862355/10/2013 6:31:22 AMBear DownI wonder how carl I-con feels about his 9% stake in NUAN today. Not that it is even lunch money compared to his gains in NFLX but I'm sure his ego isn't happy about it.http://www.siliconinvestor.com/readmsg.aspx?msgid=288666344/30/2013 12:57:25 PMCautious_OptimistWhat specifically has Matt Taibi written that would make you assume he is biased?? He is an investigative journalist who has never pulled the crap (entrapment, fraud) you saw with Andrew Breitbart, for example. The press is granted special powers in our constitution not because they are to support the powerful; but r...http://www.siliconinvestor.com/readmsg.aspx?msgid=288502484/21/2013 6:49:32 PMPete MasonYup, nobody is more expert and credentialed in free-market capitalism than the writers for Rolling Stone Magazine. Before judging personally, I think I'll wait for Mother Jones to weigh in with their considered, unbiased opinion on the idea of unions and their pensions..... -- Petehttp://www.siliconinvestor.com/readmsg.aspx?msgid=288500224/21/2013 4:38:00 PMStockDungDan Loeb like a rollin stone: ------------------------------------------------------------------------------------ [graphic] Dan Loeb Simultaneously Solicits, Betrays Pension Funds POSTED: April 11, 2:45 PM ET <!-- -->[graphic] <!-- --> Dan Loeb Simon Dawson/Bloomberg via Getty Images There's confidenc...http://www.siliconinvestor.com/readmsg.aspx?msgid=288486534/20/2013 4:13:20 PMStockDung Teachers' Union Watch List Includes AQR, Elliott, SAC, Tudor Apr 19 2013 | 1:22pm ET Having harried Third Point's Daniel Loeb from a scheduled appearance at an institutional investors conference, the American Federation of Teachers is broadening its focus. The teachers' union yesterday released a list of 33 in...http://www.siliconinvestor.com/readmsg.aspx?msgid=288486484/20/2013 4:06:42 PMStockDung5 Dumbest Things on Wall Street This Week: April 19 BY Gregg Greenberg thestreet.com  4. Ramey's Ridiculous Reversal Note to competitive Twister players. Steer clear of D.A. Davidson analyst Tim Ramey. Forget spineless, the guy has no skeletal system at all! In a stunningly quick about face, Ramey said he was ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288459044/19/2013 11:09:32 AMStockDungDan Loeb can’t take the heat. ............................................................................................................................... Hedgie playing hooky Loeb cuts teachers nypost.com  By MICHELLE CELARIER Last Updated: 12:49 AM, April 18, 2013 Posted: 12:01 AM, April 18, 2013 Dan Loeb...http://www.siliconinvestor.com/readmsg.aspx?msgid=288427694/18/2013 5:53:00 AMCautious_OptimistMr. P$nk, if you are here, and could spare a few minutes, it would be helpful if you could give us your thoughts on this matter. You are, after all, for better or worse, richer or poorer, King Emeritus of this historic domain. http://www.siliconinvestor.com/readmsg.aspx?msgid=288405704/17/2013 10:33:18 AMStockDungFlunk you, Loeb! Hedgie asks for teacher $ but battles pensionsnypost.com  By MICHELLE CELARIER Last Updated: 5:23 AM, April 17, 2013 Posted: 11:54 PM, April 16, 2013 [graphic] Reuters/James Messerschmidt Hedge-fund billionaire Dan Loeb isn't getting off on the right foot with teachers union bosses like Randi ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288402454/17/2013 8:06:26 AMStockDungHerbalife’s buyout hopes dim By MICHELLE CELARIER Last Updated: 11:39 PM, April 12, 2013 Posted: 11:39 PM, April 12, 2013 Investors betting on an Herbalife buyout shouldn’t hold their breath. DA Davidson analyst Tim Ramey said a potential purchase of the controversial maker of protein shakes is “much more diffic...http://www.siliconinvestor.com/readmsg.aspx?msgid=288327144/13/2013 8:48:56 AMStockDungHerbalife, Dan Loeb exit stage right-> " WSJ reported earlier this month that [Third Point had made at least $50 million on its estimated bet of more than $200 million on Herbalife and that the firm had largely exited its Herbalife stake." =========================================================================== Ap...http://www.siliconinvestor.com/readmsg.aspx?msgid=288284144/11/2013 9:43:35 AMStockDungMr. P$nks Rafi Kahn type of posts on HLF Rating: 0 [graphic][graphic]Mr. P$nk(click for details) Mr. P$nK is not German, and does not speak German. HLF shorts, however should acquaint themselves with the October 2008 chart of Volkswagen. German engineering at its best. P$nK TweetPosted: 9:59AM Jan 15, 2013 Ratin...http://www.siliconinvestor.com/readmsg.aspx?msgid=288259154/10/2013 10:53:06 AMStockDungLooks like Loeb is screwed in his Herbalife long position. Not so wise after all. Say goodbye to company buy back as I stated yesterday. Stockdung reiterates HLF rating of T-3 (Triple Turd with Wings) "DA Davidson analyst Tim Ramey downgraded the company yesterday and lowered his price target from $78 to $38. The st...http://www.siliconinvestor.com/readmsg.aspx?msgid=288255454/10/2013 7:57:43 AM2MAR$here is the new JC Penny commercial http://stks.co/ePwK$JCP (FTL - for the loss) Replace the old CEO with the older CEO & pay them milliions as they gohttp://www.siliconinvestor.com/readmsg.aspx?msgid=288253164/9/2013 11:51:52 PMStockDungThe Herbalife saga is practically a made-for-Hollywood script Herbalife is a diet company that excels at drama. It has Wall Street titans sparring, KPMG resigning and investors confused Heidi Moore guardian.co.uk, Tuesday 9 April 2013 15.45 EDT Jump to comments (6)[graphic] Bill Ackman (right) traded insults with fe...http://www.siliconinvestor.com/readmsg.aspx?msgid=288248434/9/2013 6:13:12 PMStockDungYou can not do company stock buy back when your most recent 3 years financial can not be relied on. So they say......http://www.siliconinvestor.com/readmsg.aspx?msgid=288247534/9/2013 5:07:27 PMBear Downhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288245514/9/2013 3:03:13 PMStockDungHerbalife says KPMG resigns as auditor [ By Matt Andrejczak April 9, 2013, 11:19 a.m. EDT SAN FRANCISCO (MarketWatch) -- Herbalife said Tuesday morning KPMG has resigned as its auditor because of alleged insider trading in the company's shares by the person who headed KPMG's audits of Herbalife. KPMG told Herbalif...http://www.siliconinvestor.com/readmsg.aspx?msgid=288240234/9/2013 11:24:20 AMStockDunghttp://www.siliconinvestor.com/readmsg.aspx?msgid=288240144/9/2013 11:21:03 AMCautious_OptimistKPMG resigning as auditor... possible insider information scandal. Breaking: Stocks Fluctuate; HLF Halted, JCP Skids 12%at CNBC(Tue 11:10AM EDT)Herbalife Shareholder Isn't Spooked By KPMG Reportsat The Wall Street Journal(Tue 11:05AM EDT)Stocks stuck in neutralat CNNMoney.com(Tue 11:04AM EDT)Herbalife AnnouncementBus...http://www.siliconinvestor.com/readmsg.aspx?msgid=288240074/9/2013 11:17:18 AMBear Downhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288237494/9/2013 9:28:07 AMStockDungAckman’s Pershing gains 6% in Q1 By MICHELLE CELARIER Last Updated: 1:48 PM, April 3, 2013 Posted: 1:48 PM, April 3, 2013 Bill Ackman’s Pershing Square hedge funds gained about 6 percent for the first quarter, pushing the firm’s assets to $12.39 billion, according to an investor letter obtained by The Post. Pershi...http://www.siliconinvestor.com/readmsg.aspx?msgid=288145084/3/2013 6:57:32 PM2MAR$George Soros' firm has been withdrawing “several hundred million dollars" from Bill Ackman’s Pershing Square, said ValueWalk, citing The Wall Street Journal. Some of Ackman's high-profile positions include a short position in Herbalife (HLF) and a long position in J.C. Penney (JCP). Reference Linkhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288143214/3/2013 4:51:04 PM2MAR$Hard to believe when that NFLX trip top @$197 got sold down the other wk,that was some heavy selling & was a good short that day with 179 calling it all the while, these top high retests have stopped about everything out there . bounces all day long off 168s short at 171's after 164s held todayhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288143204/3/2013 4:50:43 PMBear DownIcahn says he hasn't sold a single share of NFLX...... too bad carl. Has anyone else noticed that NFLX no longer reports sub retention numbers? Almost every device you buy or web based email you use eventually has a an ad for a free month of NFLX. Easy to count new subs if you aren't counting the ones that cancel...http://www.siliconinvestor.com/readmsg.aspx?msgid=288134184/3/2013 11:11:07 AMStockDungTo understand how MLMs differ from more conventional franchising, let’s go back to Wendy’s for a moment. If you wanted to take advantage of the business opportunity afforded by the home of the Frosty (which is not a pyramid scheme), you’d become a franchisee — you’d pay Wendy’s to use its name and products for your own...http://www.siliconinvestor.com/readmsg.aspx?msgid=288036373/28/2013 6:54:24 AMStockDungIcahn may need an Herba-life jacket By MICHELLE CELARIER Last Updated: 11:28 PM, March 19, 2013 Posted: 11:28 PM, March 19, 2013 Carl Icahn is close to losing his paper profits in Herbalife. The 77-year-old corporate activist is barely above water after shares in the Los Angeles company closed yesterday at $37.3...http://www.siliconinvestor.com/readmsg.aspx?msgid=287884743/20/2013 8:11:21 AMStockDungQ: Why hasn't the Government gone after the Herbalife ponzi scheme? A: Because they were too busy tracking Elliot Spitzers hooker money!http://www.siliconinvestor.com/readmsg.aspx?msgid=287879703/19/2013 8:15:18 PMPaul Leehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287851633/18/2013 1:34:06 PMStockDungPaul, why dont you email the attorney and tell him that he is evading taxes. I am sure he would like your input.http://www.siliconinvestor.com/readmsg.aspx?msgid=287845773/18/2013 9:42:39 AMPaul Leehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287843693/18/2013 7:36:35 AMStockDungPaul, litigation is the sport of Kings. How you can accuse an attorney of tax evasion just because he lives in Florida and has a firm in New York is not sound reasoning.http://www.siliconinvestor.com/readmsg.aspx?msgid=287843213/18/2013 6:13:28 AMPaul Leeleft out of the article Ravicher, 38, said he lives in Fort Lauderdale but practices law in Manhattan. any bets he is avoiding/evading taxes somewhere ???http://www.siliconinvestor.com/readmsg.aspx?msgid=287838913/17/2013 8:20:32 PMStockDungAttention Herbalife Ponzi Scheme aiding and abetters ======================================================= Lawyer Calls Herbalife a Pyramid Scheme By ADAM KLASFELD [graphic] MANHATTAN (CN) - Major banks and billionaire Carl Icahn helped sustain "one of the largest frauds in history" by investing in Herbalife, w...http://www.siliconinvestor.com/readmsg.aspx?msgid=287816123/16/2013 8:14:49 AMStockDungAck Attack Is Back With Another Volley Against Herbalife BySteven Russolillo March 14, 2013, 10:16 AM ET Pershing Square’s Bill Ackman opened a new chapter Thursday morning in his longstanding fight against comparing Herbalife to another multi-level marketing firm — Fortune Hi-Tech Marketing — that earlier this y...http://www.siliconinvestor.com/readmsg.aspx?msgid=287796543/15/2013 7:52:41 AMStockDungAckman's Firm Applauds Group's Call for Herbalife Probe By Eric Volkman | More Articles March 13, 2013 | Comments (3) Activist investor Bill Ackman's Pershing Square Capital says it is pleased by a consumer advocacy group's request for an investigation into the business practices of Herbalife (NYSE: HLF) . ...http://www.siliconinvestor.com/readmsg.aspx?msgid=287772563/13/2013 10:14:43 PMStockDungHerbalife short-seller sues banks, Icahn over alleged fraud Reuters – 1 hour 42 minutes ago By Jonathan Stempel (Reuters) - A short seller in Herbalife Ltd's (HLF.N) stock has sued officials at three major U.S. banks as well as activist investor Carl Icahn, saying they are helping perpetuate a fraudulent pyramid...http://www.siliconinvestor.com/readmsg.aspx?msgid=287766953/13/2013 4:05:58 PMStockDungConsumer group urges FTC to investigate Herbalife latimes.com/business/money/la-fi-mo-consumer-group-urges-ftc-to-investigate-herbalife-20130312,0,5892885.story latimes.com By Stuart Pfeifer 3:20 PM PDT, March 12, 2013 A consumer advocacy group has called on the Federal Trade Commission to investigate the busine...http://www.siliconinvestor.com/readmsg.aspx?msgid=287760263/13/2013 10:43:30 AM2MAR$Herbalife call active after report it is not FTC targetHerbalife March 41 and 42 calls are active on total call volume of 6K contracts (3K puts). March call option implied volatility is at 54, April is at 53, May is at 57, August is at 56; compared to its 26-week average of 61 according to Track Data. Active option vol...http://www.siliconinvestor.com/readmsg.aspx?msgid=287743753/12/2013 12:38:30 PMPaul Leehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287714123/10/2013 9:54:48 PMBear Downhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287712973/10/2013 7:53:25 PMPaul Leehey bear, satisfied that Icahn owns the shares now. Seems your analysis didn't hold waterhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287710283/10/2013 3:15:51 PM