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:
Third-Point-Q4-2012-Letter

Related:

Why Bill Ackman is Wrong About Herbalife

More on Herbalife

-KD

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

Kid Dynamite is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com. If you click on my Amazon.com links and buy anything, even something other than the product advertised, I earn a small commission, yet you don't pay any extra. Thank you for your support.

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

blog comments powered by Disqus
Kiddynamitesworld Blog