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Ericwolff |
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Wikinvesting since
Feb 2008
wikinvest Director
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| earned | |
| Director | rating |
| making 35 | edits |
| to 11 | articles |
| last edit 1803 | days ago |
- Evercore Partners ("Evercore lives and dies by mergers and acquisitions, which are dropping off dramatically")
- Evercore Partners ("Company's business is dependent on megadeals, which have been completely wiped out.")
- Monster Worldwide (Job listings are dropping)
- Evercore Partners (Evercore lives and dies by mergers and acquisitions, which are dropping off dramatically)
- Evercore Partners (Company's business is dependent on megadeals, which have been completely wiped out.)
MNST, which suddenly saw the light at the end of last year and decided it would no longer issue guidance, "corrected" analysts today on what number they should plug into their models for Q1 operating expenses. This "correction" should have the result of reducing the non-GAAP EPS by about half of what analysts currently projected for the quarter. Below are a rough... read more
Alternative investments have, over the past 3 years, attracted record attention from investors, the public markets, and eager business students eager to cash in on the boom. Over the past several months, as the financial markets have been rocked by credit issues and declining valuations, the fairy tale, in many cases, has begun to turn dark. GLG Partners is one... read more
I have written at legnth on MNST, KFY, and HSII in the past few months, arguing that the upcoming turmoil in the economy and, eventually, the job markets will reveal the underlying cyclicality of these businesses, resulting in massive decreases in earnings, earnings estimates, and share price. So far, my thesis has begun to play out nicely with MNST, which has... read more
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