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Covered half of HLF short. Might cover the rest later today. Just had to take some profits here, stock is down a lot quite quickly. I intended to cover into an Ackman report panic but I will take this. I might get the chance to reshort this

http://seekingalpha.com/article/1134031-don-t-believe-the-hype-apple-s-growth-story-is-not-over

I've found that stocks with high short interest are intraday nightmares

Lots of similarities between this ponzi and HLF (targetting spanish speaking people, etc). Ackman will be all over this

they tend to be slow with these things too, its been barely a month since Ackman presentation

http://www.ftc.gov/opa/2013/01/lexingtonky_ma.shtm FTC Announces Action Against Alleged Pyramid Scheme unlikely to be HLF due Kentucky AG involvement Probably one of these http://www.npros.com/MLM_by_state_list.asp?MLM=Kentucky

http://www.nytimes.com/2013/01/26/business/daily-stock-market-activity.html?pagewanted=1

Is it just me or equity hype is at multi year highs?VIX is super low and comments tend to be on how equities will continue to do well Bespoke had stats yesterday on how sentiment was really bullish

I normally don't buy a stock based on discounted cash flow analysis, in APPL's case there is a nice convergence of sentiment, cash flow analysis, technical oversold conditions plus the floor that is created by the cash pile+operating cashflows combined with management willing to buyback stock...

I wonder what are the returns for the Tilson ETF right now. Silence from ZH and ralph

That's the lesson of the day, careful with 13 type SEC fillings. Need to check if it was a voluntary disclose and other details so you don't misread the situation. Loeb research seems to be a farce if his profits dependent on his 13G manipulation

Dont know why here is the link http://seekingalpha.com/article/1134031-don-t-believe-the-hype-apple-s-growth-story-is-not-over

AAPL article http://seekingalpha.com/article/113...tracking_notify I'm averaging in the stock. Will own a trading and investment position

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I think Ackman nailed, this was an orchestrated short squeeze (that Loeb voluntary filling is a huge tell). I called it headline manipulation but the bias was clearly to the upside Buy when one one wants it and sell when everybody wants it. I think momentum is likely to turn

I shorted a bit HLF garbage index size. I expect the squeeze momemtum to turn and Ackman to deliver a response (which he said he will) that might drive the stock down some more

Ackman most important point about HLF. Daniel Loeb filed a passive SEC filling before he was legally required to. Clearly he wanted to pump and dump the stock IMO

AAPL setting up for a nice bounce play + good fundamentals for long-term investing + good sentiment (in a contrarian sense) I wrote a piece for SA where I explain in more detail why I'm averaging in at current levels. Lets see if they publish it

http://seekingalpha.com/article/1128101-blowing-the-whistle-on-cyberonics

Covered FMCN into Carlye headline