revisiting investment thesis, page-45

“I'm so sure you're a phony that I know you can't provide any 'proof' regarding your delusion of having investing contrary to me as you keep claiming”

I always find that, in life, it is better to engage in debate with the use of facts, as opposed to churlish name-calling.

So, I’ll see your “phony”, and raise you a whole lot of hard, cold, irrefutable facts, as follows:


Poster: Fat Bloater
Stock Code: CCL
Date: 15 June 2014:
Post number: 13564317.
Poster Comment: “”I’d be more worried that the old fashioned idea of buying water with sugar added to it is going out of style”
Poster Sentiment: "SELL"
Share Price at time of post: 913c
Last Price: 950c
Share Price Return: 4.1%
Annualised Return >125%


Poster: Fat Bloater
Stock Code: GXL
Date: 17 May 2014:
Post number: 13379537.
Poster Comment: “”Hmmm I smell a juicy short”
Poster Sentiment: "SELL"
Share Price at time of post: 832c
Last Price: 955c
Share Price Return: 15.4%
Annualised Return: 140%


Poster: Fat Bloater
Stock Code: AZJ
Date: 11 June 2014:
Post number: 13510135.
Poster Comment: “”I would certainly avoid it or short it”
Poster Sentiment: "SELL"
Share Price at time of post: 484c
Last Price: 504c
Share Price Return: 4.1%
Annualised Return: >100%


Poster: Fat Bloater
Stock Code: DLX
Date: 11 June 2014:
Post number: 12789097.
Poster Comment: “”Looks like an overvalued shorting candidate to me”
Poster Sentiment: "SELL"
Share Price at time of post: 529c
Last Price: 571c (plus 10cps ff dividend)
Share Price Return: 10.0%
Annualised Return: 21%


And so on.

It’s like all my Christmases have all come at once.

I look forward to many more such handsome gains; in fact, while you were posting away on Saturday and Sunday nights about the ABC, the illegal migrants, overvalued property, Julia Gillard, Wayne Swan, the Greens, the demise of the Chinese economy, etc. ad nauseam, I was taking a small slither of my many profits harvested at your expense and I treated my extended family to a slap up dinner. Great time was had by all.

It may also please you to learn that I have also made a not-insubstantial donation to a few charities in your honour (I call them the Fat Bloater Beneficiaries).

And tomorrow I leave on a bit of a holiday (funded exclusively by money I’ve made in the above stocks, specifically against your sentiment), so I won’t be following you for a few weeks, but rest assured, on my return I will log onto HotCopper and be sure to look for stocks that have your SELL stamp place upon them.


Adam the Happily Enriched Phony