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I am more along the lines of guessing that they will get a new CEO in there. Maybe Brad is up to it... but look at all of the other peeps around him. It is like this company is moving from something that is all testosterone to having a more corporate profile. This is good and I would give Brad some credit for building this, but at some point I think this will need to be handed over to bring it to the next level.
It is like has been bulking, but now... at some point in the near future... they need to cut and I see Brad's role as an easy way to cut.
I wouldn't exclude a buyout from the table and would welcome it.
Without tipping my hand, I might possibly have something sort of waiting for you at some point in the future... but not today.
hopefully we can avoid Friday news.
You make assertions with as though they are fact, but they are guesses. I appreciate your speculation though.
I don't think a multi billion dollar company is necessarily afraid of MSLP. I am sure they are being taken more seriously than a year or two ago.
I sold today... couldn't help it.
Set my buy back at $56.00
It would be nice to see some follow up PRs this week to see some of the "tipping of hands" circle you-know-what that Brad was eluding to.
I hate comments like that.
Some of the funniest crap ever here today. Now... mind you... I am not the kind of guy who things that FB is going to rule the world forever, but I think it is undeniable that there is a huge presence here now and inevitably in the short term.
For the sky is falling crew, I would recommend looking into THEWHEEL, FIRE and ever speculative TWIRIRIIP (The World Is Round It Really Is I Promise).
Today... FB blew expectations out of the water.
Here is the question
How do you measure the value? simple... metrics. Metrics and depending on what you are trying to accomplish... conversions. I advertise on FB and it is WAAAAY easier, more targeted and cost effective for me than google.
So... you are saying don't invest in FB because of the incredible user base that is growing at an enormous pace and if the incredible rev/eps/user growth continues, then eventually the market will miss?
That makes no sense to me.
Obviously the market will miss sometimes, but investing in growth stocks always will carry risks like that. If a person wants Berkshire Hathaway, invest in Berkshire.
For me... I see some great fundamentals for at least the next q or two. The user base will continue to grow in the short term. The increase in monitization... not only because of usage increase, but better efficiency of the current model... will continue to grow. Mobile will continue to expand and most likely we will see some interesting purchases from FB to increase their portfolio of apps/knowledge.
I sort of find it funny when people compare FB to MySpace and say it is going to die like MySpace... there is a huge difference. Gam Gam never logged onto myspace and as long as gam gam is getting onto FB to look at pictures of little suzy and billy, FB will remain relevant. I do think FB will have it's day of decline, but it is not today and I don't see it happening in the near future.
So what if they miss sometimes? It provides opportunities for traders to trade and longs to get in on the dips.
Growth is higher than expected... I don't see that changing for the next Q so I imagine we will see some new forecasts/price targets moving UP for the next Q.
Oh the excitement that this letter created.... Wall Street is just in a stir over the letter today!
Obviously, the market is showing it's trust in what they say.
My first reaction is a positive one.
As usual, revenue went up. Social media is awesome. The pace of growth is slowing, but I think that is to be expected.
I like that they provided 2014 as a profitable year. I wonder what previous predictions for profitablity have been and also I think it is fair to point out that in many key things that they say, they do not follow through on or deliver.
I have trouble differentiating between the FDM and Specialty market channels. They claim Specialties to be ecommerce and B&M... but Food, Drug and Mass division, based on my understanding is basically B&M stores... so how is it a different sales channel?
My hope was to see some clarity around BZNE assets. Thus far, it has not really been made clear in my opinion about what the purchase was... is it just intellectual property or is it a manufacturing plant? I would have to go back to look to be clear, but I remember thinking on previous releases that it never put clarity around any actual things that are purchased. Intellectual property and an "organization" type is nice and can be valuable, but it doesn't mean it is. I was hoping to see "our new building with manufacturing equipment" or something along those lines... some hint to progression of closing the production/distro loop. They said in the letter that they plan on having distro in the future, but they don't now? I sort of thought that was one of the big benefits of this BZNE purchase. Or was it just cost of doing business to get Frost on board? They gave what I feel is some sort of cheesy carrot on a stick for things to come not this quarter... but the quarter after that. Now we will all have a reason to hang around and speculate some more other than the uplisting that I wont be holding my breath for.
I am also glad that they mentioned the SEC thing and even though he says he thinks it is nothing... they also apparently think Jan 28 is mid-Jan and that uplisting in summer means summer 2-5 years from now, if at all. I am being dramatic, but it is clear to me that credibility is an issue that only grows stronger with each missed statement. The easy solution... if you aren't going to be able to do it... don't say it. JMHO.
I like that some organization is being brought to this company.... it needs to be corporatized and needs to continue to have a very non-corporate spokesperson like Cory.
All in all... cmon goal so I can sell! And I think this was generally a positive letter if they can do what they say.
What is on page 3?
The rest..... of the story.
Can you graphically represent this for the uplisting as well?
Are we officially past mid-jan or should I still make believe that things have changed and they now follow through with doing the things that they say they are going to do.
What a load.
Are we officially past mid-jan or should I still make believe that things have changed and they now follow through with doing the things that they say they are going to do.
What a load.
I like how you mentioned fights with your wife... my wife and I fight like cats and dogs sometimes. As much as I love her, some days... some days! And as much as the fights suck... the making up. Oh, the making up. :)
Fortunately, however, the fights are rarely about one of the biggest marriage strains... money. We fight about dumb stuff and we both know that. For while I am FAAAR from rich, we are currently set up to a point where it requires vigilance, but we can do the things we want as long as forward progression is made at a moderate pace.
You keep on saying that I don't take risk. Am I conservative in many fiscal respects... yes. Do I work to make super risky moves that can bust me without some serious planning and preparation? no.
I went to a war zone to get ahead financially. And I didn't sign up and just get deployed... I decided one day that I was going to go to a specific place where I knew I was going to be carrying an M16 with ammo 24/7 as well as where they trained me to get out of land mine field with a wood stick. While what I did was not unique and there are people who give more, I don't think that going to a war zone to get ahead is really risk averse. Not everybody has the guts or intestinal fortitude to make those kinds of risks and I think it is the furthest thing from "weak" as you can get. Have you literally put yourself in the line of fire to get ahead... or is that beyond your risk tolerance?
The only thing that was "weak" of me was getting into a situation where that was the best risk vs. reward scenario.
I am quitting my job, moving across the country to take a class without a job with the hopes of changing careers. That is risk with a very real possibility of some serious financial consequences. Am I doing it foolishly? no. Have I worked for a while to reduce my risk of failing? yes. Could I still fail? yes. Am I leaving myself as many outs as possible? absolutely. Who knows... this time next year I could be bankrupt. Probably not, but possible. Also, Musclepharm is not exactly Berkshire Hathaway... this is not the bastion of conservative investing, is it? When I got in, this thing was in the penny range.
There is skydiving... and then there is skydiving with a handkerchief as a parachute.
I don't know if I would necessarily call it "martyrdom" for my family, but maybe. I think it is more that in many respects I feel that I already have it all. If I remain on the same trajectory from a financial standpoint for the rest of my life... effin awesome. Good for me. I live a good life. A person can't stay stagnant though, otherwise your trajectory will change for the worse. Will I work for more? yup. Still don't need it all. It has been shown in studies that once a person reaches a certain income level (it isn't that much), the amount of money a person makes becomes uncorrelated to happiness.
Assuming that these studies are accurate and that happiness of us and our family is the goal, what next? Since income levels (once you reach a certain point) have little to do with happiness, what brings people happiness? Maybe it is this "passion" you are speaking of. What if my passions have very little to do with money and more having the resources to do the things I and my want to do? We like to travel. I wrote a fairly successful book that has received international attention and hope to write more. I am changing careers. I home brew. I fish and hunt. Personal finance. Stocks. Giving back to my college with time and advice. Other things that will interest me in the future.
Will I look back and think "Gee, I didn't do anything or try anything." Hell no.
Greed AND fear has a place, but greed followed by an unquenchable thirst for more, no matter how many things you have, can also be bad IMO. Fear also has a place, for example I have a fear of having to eat out of a garbage can, but crippling fear is just as bad. Over extension, unthoughtful risk as well as fear of change has been the demise of many.
Pure security may be for the weak, but pure id is for the foolish. I think the answer is somewhere between. And the sucky thing about literally wanting it all as a life passion is that it is unachievable. You will never get there. Working really hard to earn more so that you can keep on working to get more for the sake of more with one day to have it all ends with you being dead and never getting to the end.
IMHO... banking is going to be your best bet for a steady industry over the next year. I am slanted as I am in BAC and have been for a bit, but that is my guess. Interest has been crap for so long and the banks will start to make more money at some point. Loans are being made. interest will going up ( would imagine, although there has been deflationary worries as well)... no matter... money will be made by the bankers in all of this.
I could absolutely be wrong, but I don't think we will see a 30% pull back. There is still room to grow, but people are getting jittery only because it is the only correction that we have seen recently.
My thoughts are that we will see more pul back and while I am not thrilled about it, I think we have another 150 on the S&P to go about. Or at least that is what I hope.
Once again, I might be wrong and a 30% pull back is not crazy talk with how bullish everything has been back.
How does this impact MSLP in my opinion? Not much at this point. It is still basically a penny stock and I believe insulated from that kind of news. They are not, however, insulated from themselves and their actions will make for the biggest swings.
As a share holder.... I hope u fail. I don't see rev going anywhere but up for the next year. As long as little Timmy knows that he can share pics of littler Timmy with gam gam on facebook it will not be an issue. Fb isn't going anywhere soon. And fb still rules 18-35. I am a tad older but almost my entire hs class is on It. At the same time, they are increasing monetization efficiency and channels.
I don't disagree that 5 years might make current functionality obsolete.... but there is lots of upward momentum here still.
Entire market still has room to fall more. It is due for a correction.
I just don't think it's Cory. I think he is too passionate about Musclepharm. I don't think he will sell any shares.
Def some interesting stuff going on.
Def some interesting stuff going on.
I agree... interesting notion, but I would have to disagree that every stock is a pump.
To, me, the notion that a stock is a pump is that there are actions being taken to inflate the price of a share to be out of line with the actual value.
At the core of every company, however, is the real value. No pump... just value. Not only the intrinsic value of what they own and what they are producing right now, but what they generate now almost certainly will be generating in the foreseeable future.
Combine that with proven commitment to returning dollars to shareholders along with an eye on the future... and blammo...
no P&D. The pps may go up and down, but generally people are not buying this stuff to flip in a month... you are looking at the long term. You own something of value that returns money on a regular basis based on performance and worth.
At these levels and a good majority of the stocks out there, that is not the case as growth is different than value. There are a a handful of these kinds of companies that have been doing the same thing for a long time and will continue to do so for the foreseeable future.
Well, this mornings action sure make it feel even more artificial.
Well, we will hear something after hours today or early next week I suspect. I hope so anyways.
Maybe on the day they released the buy back PR, it was opposite day.
There is no question that it is trending up... Imagine if they actually shared that they were buying back shares right now.
Also
I don't care if you believe me.
Do I have a history of lying? Have I been known to do anything like this previously? What would I get from making something like this up? Does the information I shared support any agenda that you may perceive I have?
Like any other DD that is posted on a message board, take it or leave it for what it is... I care not one cent. I did what I thought was right by
A. Taking the call.
B. Sharing what I did.
I didn't have to.
Because you don't seem to grasp the concept....
There are all sorts of ways that any private business can spend more money and gain from it or place it in manners that are legal, beneficial to the business and the business owner.
Give yourself a raise. Instead of a company kia, buy a nice company car, buy an office building.... so many ways to do things like this in a completely legal manner that may actually benefit the business and justifiable to the IRS.
Not under reporting or over reporting, but exact reporting with no laundering. No need to get Goodfella's on things
As much as I think that 10% Net profit is a junk deal for any business arrangement, my understanding of his point was valid that no matter the arrangement, he could always use the business to his advantage if that was his intent. He claimed that was not his intent. Who knows... maybe he would release the financials of sportswear? No matter, it is my belief that with everything being on the one site that we will start to see more reporting as the clothing line becomes more profitable.
You make so many speculations about this company and portray them as facts that it is silly... both on the positive and negative side.
Why is it illegal or laundering? real money can be spent in a business in legitamate ways that make things appear different.
fair enough, but if the kind of crazy he is talking about is accurate... guaranteed the person doesn't begin to think about that level of security... nor do most people and that is why serious crimes on US grounds, the NSA and people with lots of cash can find things out.