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Author: CM001 Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 14367  
Subject: HP lessons learned Date: 11/22/2012 12:59 PM
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Dont bet against Jim Chanos. If he is short then don't go long on that stock. Just stay away, if you don't want to short.

What do you call a stoic that is down 90%? A stock that went down by 80% and then lost another 50%.
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Author: stillwater9999 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 12928 of 14367
Subject: Re: HP lessons learned Date: 11/22/2012 3:03 PM
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It is also valuable to contrast HP with some of the smaller firms I have invested in

HP...uncertain strategy,shuffle of high profile managers, disastrous allocation of capital, negative shareholder returns

ARDNA,ATRI,BKE...well defined strategy,dedicated managers,large insider ownership,excellent capital allocation, large rewards to shareholders


Sw

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