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.

The Auditors Are Always Last to Know

archive.fortune.com — (FORTUNE Magazine) - Are the reports of independent auditors worth the paper they're written on? Is the current system really protecting investors from accounting chicanery? You can't help but wonder in the wake of recent high-profile messes--from restatements to write-offs and losses at Boston Chicken, Sunbeam, Waste Management--not to mention the accounting meltdown that's devastated Cendant.

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.
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Aug 23, 2016

Which is why I always make the early bird special. Contrary to what @WallStCynic says, it has zero to do w/my age!  http://www.wsj.com/articles/why-4-a-m-is-the-most-productive-hour-1471971861 

Aug 23, 2016

America’s Favorite City, sadly, is also one of the the most unaffordable, housing-wise.  https://twitter.com/HuffPostBiz/status/768207806818295808 

Aug 23, 2016

If you have diabetes or you treat it, please DM me. Thanks!

Aug 20, 2016

@scott_matagrano @WallStCynic @SIRF_Report Let me rephrase: We disagree 100% on politics, 100% on companies and 100% on pizza. ;-)

Aug 20, 2016

@WallStCynic @scott_matagrano @SIRF_Report there are notable exceptions and I suspect the sodium content at da Michele is nil!

Aug 20, 2016

@scott_matagrano @WallStCynic @SIRF_Report For once in my life I agree with Scott (pizza more impt than politics, anyway) - da Michele.

Aug 19, 2016

Friday afternoon... $BABA's Jack Ma files 10b5-1 on 9.9m shares for "ordinary wealth planning purposes" and "philanthropic commitments."


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