Dan Loeb’s Herbalife Thesis

This is a must-read (courtesy of Market Folly) for anyone involved in the Herbalife Saga.  It starts on page 3:


Why Bill Ackman is Wrong About Herbalife

More on Herbalife


disclosure: I have HLF Jan 35-37.5 call spreads, and HLF Jan 30-27.5 put spreads. I have no position in $HLF common stock at this moment, but that is always subject to change

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