Neal McConnell
@nealmcconnell
“What can be asserted without proof can be dismissed without proof” - Christopher Hitchens
ID: 599452469
04-06-2012 18:24:04
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1,1K Followers
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More real-world proof of the quality and integrity over at Steward Health. Sad that $MPW is victim of higher rates and noisy shorts. HedgeyeREITs maltatoday.com.mt/news/national/…
$EBIX. So RR still having a hard time selling parts of his "high margin, mission-critical" businesses still bc the shorts disrupted his access to capital mkts per Craig Hallum. Im sure Vista or Thoma Bravo were licking their lips. Marc Cohodes Viceroy Donut Shorts
Friday night filing. $TRUP. Aflac isn't registering their shares bc they liked what they saw when the CFO went on the BOD. They can avoid losing more on a bad investment decision by selling now an 3.6mm shs is quite the overhang. PAA Research Marc Cohodes The Capitolist
BR just said that neither $RILY, Kahn, or Vintage paid the RCII breakup fee. OK, great. Then who did? The law firm, insurance coverage? Why would that be a secret? "That's all I can say about that". HUH? Marc Cohodes The Friendly Bear AV
If you care about $TRUP, highly recommend you subscribe to PAA for the real story vs management's waning attempts at keeping this "narrative" alive. It's finally caught up w them and the #ratespiral is HERE Marc Cohodes The Capitolist
Kudos to PAA Research for catching this. Even w/o the HIGHLY likely restatement coming, the rate-spiral has reached exit velocity - $TRUP is finished. Now we close the gap from TAM dipshits to book-value based insurance investors Marc Cohodes Henry Rearden David Orr