NoMoreShort’s Activity

Wed Aug 13

NL

Boards Post

NoMoreShort posted to the Deranged Monkey Criticism board. 1:08 AM

New name

change of name after 10+ years. fairly self explanatory.

Fire away, HR!

Sun Aug 3

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 10:19 PM

Re: Poll: Where to move?

good question. i don't know their exact LT performance number, but I had the impression it was excellent over 10+ years, maybe even from mid 90's. 2008 was obviously tough, and they had done a lot of soul searching based on the [more]

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 7:39 PM

Re: Poll: Where to move?

fwiw, Pzena's take:



The poor performance of value stocks in recent market downturn have caused many to be skeptical of values traditional role in protecting principal in down markets. In this context, we've examined the history
[more]

Mon Jul 28

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 11:38 AM

Re: A Dollar Monster?

$9.5B debt, for $300m savings at end of 3 years...

cash is trash.

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 10:20 AM

Re: A Dollar Monster?

i'll 2nd that. i am glad i covered FDO, coz i knew someone (PE, DG) couldn't resist, but i never thought it would be DLTR. The two stores are just night and day.

i will read the conf call and reserve my judgment, but still...

Fri Jul 18

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 3:46 PM

Re: Today's AA

ET, questions on OAK.

I like the fact half of the current equity value is in B/S and DoubleLine, but i struggle a bit on valuing the operating business.

1) management fee. yes, it is stable with long lock-ups. but it hasn't grown in [more]

Thu Jun 12

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 10:05 PM

Re: Kerrisdale Shorts Five Below

not that it matters, but i am not shorting it. i am not ashamed to admit i have sucked at shorting and i am taking a break from single name shorting.

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 5:08 PM

Re: Kerrisdale Shorts Five Below

their reported us sales level (adjusted for wholesale markup), store productivity, reported sss vs. level and prevelance of items on sale at macys and jwn (do a simple online search, i have never seen a supposedly hot brand with that many sale [more]

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 3:29 PM

Re: Kerrisdale Shorts Five Below

i shorted FIVE late last year and covered quickly. I think FIVE's model is inherently more risky than DG/DLTR as they cater to teens and depend more on hit (fad) products. any time a retailer blames sales shortfall on some rubber band, you know the [more]

Tue Jun 10

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 1:56 PM

Re: Icahn stake in FDO

i am writing this post as a reminder to myself to refrain from shorting in the future.

summer of 2012, a bunch of retailers were suddenly warning a slowdown in consumer spending, led by the likes of SBUX and CMG. My boss was then shorting [more]

Thu May 29

NL

Boards Post

gocanucks posted to the Deranged Monkey Criticism board. 7:10 PM

Japan

ok, enough bashing stupid CEOs doing stupid buybacks. god knows i can come up with equal number of stocks i wish i didn't buy. :)

[more]

Wed May 28

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 4:46 PM

Re: So...buybacks from MCD

I thought it was interesting that Qdoba apparently went the other way. They used to have all these different entries at varying prices, which always makes my head hurt. Now they price everything at $8 (effectively raising prices on most entries), but [more]

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 4:42 PM

Re: So...buybacks from MCD

i think MCD's problem is quite simple. $ menu.

Consider this. you can get a McChicken sandwich, small fries, large tea/coffee for $3 and change vs. a big Mac Combo (or any regular combo) at $8. You pay $5 for what? 50% more fries? No [more]

Thu Mar 27

NL

Boards Post

gocanucks posted to the Deranged Monkey Criticism board. 5:33 AM

random China observation

i just spent a month in China to attend some family matters. my mind was not on markets/macro per se, but some random observations.

1. The extent of economy tied to real estate is just staggering. none of this should be new info, but it [more]

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75024
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to NoMoreShort’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Old School Fool
Board Posts 2362
Recs Received 6431
People who have rec'd these posts 729
Recs to Posts Ratio (last 30 days) N/A
Threads Started 362
Threads Started Percentage 15.33 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Top price for MO (7/7/2002)
Percentage of Posts Rec'd 64.86 %
Show NoMoreShort’s 10 Latest Posts