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 the lawsuit against ITT Education is significant

cnbc.com — Did he say, first public enforcement? Indeed, he did, suggesting there will be more in an industry already reeling from investigations by various federal regulators and state attorneys general. The intriguing part of this story is that the the only reason the CFPB is there is because of the lending aspect of the story.

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.
More Articles →
Sep 24, 2016

@herbgreenberg best you can do is report to Twitter and block.

Sep 24, 2016

Cannot believe the license to hate b/c of religion showing up in my feed from someone's supporters. Sad.

Sep 23, 2016

@davidblake12345 Exactly! (Hadn’t seen your post when I posted mine just now!)

Sep 23, 2016

Having lived it (1990s): When they start ridiculing @flecksthoughts on being “wrong for so long," an inflection point is near. Over/out

Sep 22, 2016

@tpetruno ‘Cept, and the difference is: We know that $AMZN hasn’t been very profitable. Just sayin.

Sep 22, 2016

@davidblake12345 Ha, thanks. It’s all good. It’s a long game, and I don’t mean “long” as is LONG… beware momentum-in-reverse!


Are You a Journalist?

Create a free Muck Rack account to customize your profile and upload a portfolio of your best work.

Create a Portfolio