Pacific Square Research, CNBC contributor, hype-buster, as right and wrong as the next guy, creator/proprietor of the ORIGINAL Hostile React-o-Meter.

How do you prefer to be pitched on stories?

I don't accept pitches.

Conglomerates Going To Pieces — ITT CORP.`S decision last week to sell $1.7 billion in assets says as much about the future of conglomerates as it does about the company that got the diversification ball rolling in the first place.

The Buy-'Em-Up Boondoggle Investors love companies that grow by serial acquisition. They shouldn't. — (FORTUNE Magazine) - So sweet, but so dangerous. It sounds like the description of a James Bond villainess, but the phrase could also describe the allure of roll-ups. From AutoNation, which snapped up hundreds of car dealerships, to Iron Mountain, which acquired dozens of off-site record-storage businesses, companies that prefer the Sam's Club approach to acquisitions--they buy in bulk--have been rewarded with handsome stock prices.
Oct 30, 2015

Moral of story is that rollups rollup until they don’t. Almost always. From the @fortune archives… $IRM an exception.

SolarCity 'complicated': Herb Greenberg — CNBC's Herb Greenberg dug into SolarCity's cash flow, and the found the company is under an enormous amount of pressure to meet its previously forecasted growth.
Oct 30, 2015

When I first wrote about $SCTY in March ’14 the over-riding them was that it was WAY too complicated for comfort…

Dell public vs. Dell private — Herb Greenberg, Pacific Square Research, talks about Dell's play for EMC and how the company's changed since going private 2.5 years ago.

From the Heart - TheStreet — The world, as we know it, has changed. That's how it feels. As I make calls to friends and sources, to see what they're hearing, the reaction is one of numbness and fear. Numbness about what has happened. Fear of the uncertainty. Everybody, it seems, knows somebody, directly or indirectly, who is most likely gone.
Sep 11, 2015

I was living in San Diego watching CNBC…every year on this day at this time we remember.…

Save This Column and Don't Use It Until the Market Crashes / Also, where one contrarian is putting his money — If the stock market posts a 30 percent loss or greater, I will move into more aggressive stock funds, such as small- company, growth and aggressive growth funds. Nor will I become a "safety first" investor under emotional duress so that I decide to sell stock funds and buy money market funds.
Aug 21, 2015

How to survive a market meltdown? I wrote this in 1995… and this in 2013 This time different?

Keurig shares take a big hit — CNBC contributor Herb Greenberg of Pacific Square Research, discusses the outlook for Green Mountain Coffee Roasters, a stock he has hated.

Mattel Has Nobody to Blame but Itself for The Learning Co. Fiasco — From the "never mind that note earlier today that said I wouldn't write until Tuesday" department: Every now and then, a company that has been a long-term target of criticism by short-sellers for accounting gimmickry gets out of a jam by getting itself acquired by another company.

Parting advice - MarketWatch — SAN DIEGO (MarketWatch) -- After nearly 34 years as a journalist, the entrepreneur deep inside has finally won and I'm leaving to start a research firm. It is a natural progression after spending most of my career covering business, much of that writing a stocks-related column that specialized in prodding the underbellies of companies.
Jul 14, 2015

I re-read this great @herbgreenberg column to remember why stocks do what they do. —>… Like $INSY today @BoydRoddy

Jul 14, 2015

RT @adamfeuerstein: I re-read this great @herbgreenberg column to remember why stocks do what they do. —>… Like $INS…

Proof the stock market has gone nuts — That post that Hain Foods would buy Boulder Brands within a month was merely one Mergerize member's speculation. It's based on nothing and it's the ultimate in maddening crowds becoming delusional, as we speak. Created several months ago by the same people who launched Estimize, which crowdsources earnings estimates, the site simply says: "Sign up to contribute your M&A predictions."
May 26, 2015

Proof the market has gone nuts and that the maddening crowds have become delusional, my latest cc @LDrogen

May 28, 2015

No, what’s interesting is that these $BDBD’s gluten-free seg has grown JUST 4% over 9 months…

More Articles →
Nov 25, 2015

@SmoothButNotRic Always an exception to every rule and you are it! Thanks very much.

Nov 25, 2015

Snowy San least the mountains behind Bill Gates' house in the foreground.

Nov 25, 2015

Credit where credit due: Kelley all but said on the call that the KOLD is a flop.

Nov 25, 2015

TGT cuts price by 1/2, too; such a hit it’s "out of stock.” 1st time I’ve seen demand so high they cut price!

Nov 25, 2015

Enter $BBY: Declares “price match guarantee” & slashes KOLD price by 1/2 - not even a Black Friday special.

Nov 25, 2015

@AlderLaneeggs not sure I've ever see a manufacturer it the price by half 2 months post rollout...

Nov 25, 2015

@CGrantWSJ On ESRX. Yes. Not even close to the broader issue of whether they are too powerful, IMHO

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