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.

Why Did Computer Associates Change Auditors?

thestreet.com — There wasn't a press release, and maybe it's not a big deal, but: On Friday, Computer Associates ( CA) disclosed, in a Securities and Exchange Commission filing, that it had booted its longtime auditor, Ernst & Young, in favor of KPMG. (Nothing like disclosing it on a day half the world is on vacation!)

Greenberg: SolarCity Flying Too Close to the Sun?

thestreet.com — SAN DIEGO ( TheStreet) -- When SolarCity reports earnings post-close today, keep an eye on the made-up metric the company (and some in the solar industry) uses and Wall Street focuses on: Retained value. This, in effect, is a future stream of revenue, projected over 20 years, and discounted at (a discretionary) 6%.

EARTH TO PLANET HOLLYWOOD IS THIS COMPANY REALLY WORTH $2.5 BILLION?

archive.fortune.com — (FORTUNE Magazine) - When Robert Earl says, "I intend to build an empire," it has a certain ring of inevitability. A half-hour on the phone with him is all it takes to understand why investors think Planet Hollywood, the theme-restaurant chain of which he is CEO, deserves a stock market valuation in the same league as a huge, established company like Wendy's.

Conglomerates Going To Pieces

articles.chicagotribune.com — 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.

archive.fortune.com — (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.

SolarCity 'complicated': Herb Greenberg

video.cnbc.com — 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.

Dell public vs. Dell private

video.cnbc.com — 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

thestreet.com — 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.

Save This Column and Don't Use It Until the Market Crashes / Also, where one contrarian is putting his money

sfgate.com — 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.

Keurig shares take a big hit

video.cnbc.com — CNBC contributor Herb Greenberg of Pacific Square Research, discusses the outlook for Green Mountain Coffee Roasters, a stock he has hated.
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Jul 29, 2016

RT @WSJ: A legal fight has erupted between a chicken farming short-seller and the CEO of drug maker Concordia  http://on.wsj.com/2afWaxO 

Jul 29, 2016

When rollups reset (and they ALWAYS do): From our February report on $SRCL. cc @PilotaEx https://t.co/5rU5evNJS0

Jul 29, 2016

And, Jeff, I appreciate you keeping it to yourself all of these years. Knew I could trust you!  https://twitter.com/JeffMacke/status/759023421090992128 

Jul 29, 2016

@HobbsieNY @cnbc Best of luck, Simon! Have enjoyed working with you.

Jul 28, 2016

Really good piece on the $ORCL / $N deal by @StephenNellis @theinformation. You won’t find this in mainstream press. https://t.co/AO5kGfVA7v

Jul 28, 2016

@petenajarian Remember when I ran into you guys at an event and thought he was you. Or Jon. Can’t keep you guys straight & I know you!

Jul 28, 2016

@IvanTheK Answer is always the same. Quit and restart. ;-)

Jul 28, 2016

@IvanTheK Yep, among other things I AM tech support at Pacific Square Research and the Greenberg household.


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