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06/10/14
15:33
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Originally posted by madamswer
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ON THE SUBJECT OF INVESTMENT THESES, THIS ONE IS SOMEWHAT BEWILDERING:
WHEN FAT BLOATER GETS IT "RIGHT"
Poster: Fat Bloater
Stock Code: TPI
Date: 23 January 2013:
Post number: 1326988.
Poster Comment: “Cam it’s good to see you covering yet another of Australia’s best shorted stocks.”
Poster Sentiment: "SELL "
Share Price at time of post: 79c
L ast Price: 80.5 + 1.5c dividend
Total Return: Plus 2.5%
WHEN FB GETS IT WRONG :
Poster: Fat Bloater
Stock Code: COF
Date: 6 June 2013:
Post number: 11973145.
Poster Comment (in response to earlier post by Corporate who expressed excitement at having bought some stock and who felt the share price could double ): “Based on what? A miracle perhaps?.”
Poster Sentiment: "SELL "
Share Price at time of post: 11.5c
L ast Price: 32.0
Total Return: Plus 178%
Poster: Fat Bloater
Stock Code: CTX
Date: 6 June 2013:
Post number: 11947371.
Poster Comment: “ I have noticed the more flack I attract the more money I do. Remember those at the back of the herd can never see the leaders only the bums of those coming second last. ”?
Poster Sentiment: "SELL "
Share Price at time of post: “$18.05
Last Price: $28.63c + 54c dividends
Total Return : Plus 62%
And then there are all the other shorts that have also gone awry...the shorts in DLX,GXL, PMP, GXL etc etc.
(And then there's FB's biggest, multi-year short of all during his years on HotCopper, namely RESIDENTIAL PROPERTY.
I wonder how that Short Property Investment Thesis is panning out for the poor guy/gal. Imagine being consigned to the landlord's whim for one's entire life. Fortnight, fortnightly...every fortnight that rent cheque needs to be posted off)
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In a bear market, temporary or otherwise, people lose their cool.
I thought it worked that the value investors, drank coconut liqueurs beside the pool, in upmarket Asian Hotels, during a downturn.
Now I find that they are stuck at home venting their frustrations.
Well, at least it is understandable, with the cleverdicks in stocks like PSY [not an earning in sight] chest beating, leaving the Buffet followers to go for a remedial long walk.