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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Pink who wrote (18395)	9/9/2011 6:22:48 PM
From: 2MAR$	Respond to of 18998

How goes it DL ? You must have made a fortune thru out all this, and living well . Who was buying it in May/June ignoring the data & bad news as the market kited up . Tepper has nothing on you man , wonder what plays other there are in the emerging markets ? seekingalpha.com

To: Mr. Pink who wrote (18395)	9/14/2011 10:00:21 PM
From: Dr. Voodoo	Respond to of 18998

No luck needed, go get em Mr. P$nk!

To: Mr. Pink who wrote (18395)	1/9/2012 2:24:04 PM
From: 2MAR$	Respond to of 18998

So who gets NFLX Mr Pink ? How bout Yahoo ?

To: Mr. Pink who wrote (18395)	1/17/2012 6:12:43 PM
From: 2MAR$	Read Replies (1) \| Respond to of 18998

YHOO up big AH. Yang out.... looks like you got the job done Mr Pink ! ( congrats )

To: Mr. Pink who wrote (18395)	5/3/2012 3:44:29 PM
From: Land Shark	1 Recommendation Read Replies (1) \| Respond to of 18998

Loeb Accuses Yahoo Officials of Résumé Padding By KEVIN ROOSE ReutersScott Thompson, chief executive of Yahoo. 3:38 p.m. \| Updated with a statement from Yahoo In his quest to shake up the board of Yahoo, Daniel S. Loeb is pulling out all the stops, including the college transcripts. In a letter sent to Yahoo’s board on Thursday, Mr. Loeb said that Yahoo’s chief executive, Scott Thompson, had falsified his résumé to include a degree in computer science that Mr. Thompson never earned. Mr. Thompson, who was appointed to head Yahoo in January, has a “bachelor’s in accounting and computer science from Stonehill College,” according to his official biography on Yahoo’s Web site. But according to Mr. Loeb’s letter, Mr. Thompson’s credentials don’t mesh with information listed on other online sites – a discrepancy that led Mr. Loeb to do some digging. A representative of Stonehill College, Mr. Loeb wrote, told Third Point that Mr. Thompson had graduated with a degree in accounting only, and that the school did not even award degrees in computer science until 1983 – “four years after Mr. Thompson graduated.” “We inquired whether Mr. Thompson had taken a large number of computer science courses, perhaps allowing him to justify to himself that he had ‘earned’ such a degree,” Mr. Loeb wrote of his conversation with Stonehill, a Catholic school outside Boston. “Instead, we learned that during Mr. Thompson’s tenure at Stonehill only one such course was even offered – Intro to Computer Science. Presumably, Mr. Thompson took that course.” In a statement, a Yahoo spokeswoman said that there was an “inadvertent error that stated Mr. Thompson also holds a degree in computer science,” but that he did have a degree in accounting. But she disputed Mr. Loeb’s assertion that such a mistake made Mr. Thompson unfit to lead the company. “This, in no way, alters that fact that Mr. Thompson is a highly qualified executive with a successful track record leading large consumer technology companies. Under Mr. Thompson’s leadership, Yahoo! Is moving forward to grow the company and drive shareholder value,” the company statement said. Mr. Loeb asserts that Mr. Thompson’s cloudy biographical details reflected poorly on his leadership ability, and calls into question whether he is a fit for Yahoo’s tech-driven culture. “If Mr. Thompson embellished his academic credentials we think that it 1) undermines his credibility as a technology expert and 2) reflects poorly on the character of the C.E.O. who has been tasked with leading Yahoo! at this critical juncture,” Mr. Loeb wrote. “Now more than ever Yahoo investors need a trustworthy C.E.O.” Mr. Loeb also took aim at Patti S. Hart, a Yahoo board member, with questions about her college degree. Ms. Hart, in official filings, listed a degree in “marketing and economics” from Illinois State University. But Mr. Loeb said that Ms. Hart’s degree was in business administration. Ms. Hart, “received a degree in neither marketing nor economics, (although we understand that she may have taken a small number of courses – not enough for even a minor degree – in each),” Mr. Loeb wrote. The Yahoo statement said Ms. Hart had a bachelor of science degree in business administration, with specialties in marketing and economics from Illinois State University. Mr. Loeb, who runs Third Point, has been locked in a monthslong proxy fight for control of Yahoo. Last month, he set up a Web site, ValueYahoo.com, in which he sketched his overhaul agenda for the company and put forth a slate of proposed directors. Now, Mr. Loeb is questioning the fitness of Mr. Thompson and Ms. Hart to run the beleaguered Internet giant. In his letter, he called on Yahoo’s board to conduct an internal investigation into the matter, and reassured board members that his chosen slate of replacement directors would “adhere to the highest standards of corporate governance.” “If there is a good explanation for the apparent discrepancies regarding the academic records of Mr. Thompson and Ms. Hart, we are confident that it will be provided promptly,” Mr. Loeb wrote. “However, in the event that there is no good explanation, we expect the board to take immediate action.”

To: Mr. Pink who wrote (18395)	8/7/2012 4:44:55 AM
From: 2MAR$	2 Recommendations Respond to of 18998

First pics from Rover Curiosity has found alien life on Mars ! sneaky little bastiges !

To: Mr. Pink who wrote (18395)	10/23/2012 11:08:30 AM
From: 2MAR$	Respond to of 18998

The 1rst strategy on YHOO paid off with Alibaba sale , one of the few stocks green on one of the worst days on both the Dow & S&P The MUR choice was an excellent one too, hope that goes well. cheers !

To: Mr. Pink who wrote (18395)	11/8/2012 5:59:18 PM
From: 2MAR$	Read Replies (1) \| Respond to of 18998

Well done DL, in this climate & YHOO up at the highs still Love to know what you think of Icahn's moves for being a the player with NFLX & TTWO lately, but you absolutely rocked it, a done deal from $15.50

To: Mr. Pink who wrote (18395)	12/1/2012 5:26:48 PM
From: 2MAR$	1 Recommendation Read Replies (2) \| Respond to of 18998

Paulson on track to be 2nd worst hedge fund of the year. (Was worst in '11) Blame $GLD. Third Point gets late YHOO boost http://t.co/9XOYUGR7 Paulson Advanatge Plus fund -18% Third Point Ultra +25% congrats Mr Pink ;o)

To: Mr. Pink who wrote (18395)	1/16/2013 9:13:53 AM
From: 2MAR$	Respond to of 18998

Yahoo! up 2.7% to $20.05 after Alibaba reportedly hires bankers for IPO Alibaba Group (ALBCF) hired Credit Suisse and Goldman Sachs for a Hong Kong IPO that may raise $3B-$4B, according to Bloomberg, citing sources and we've making a ton on the HLF momo as you can see wonderful timing.

To: Mr. Pink who wrote (18395)	1/17/2013 3:21:42 AM
From: 2MAR$	Respond to of 18998

Ackman Struggling with Hong Kong Dollar Bet (tangled up in red) Jan 14, 2013 \| About: HLF +4.79% Bill Ackman of Pershing Square is no stranger to controversy. The hedge fund manager is currently embroiled in a high-profile short sale of shares of Herbalife ( HLF). Last year, Ackman revealed that he was long the Hong Kong dollar as he expected that there would be a change to the peg to the U.S. dollar. In September 2011, Ackman outlined the currency trade. “If you can scrape together $1 million,” Ackman said, "you can buy a one-year call option on $200 million in Hong Kong dollars.” Options are priced on volatility, and these ones are cheap, Ackman says, because of the currency peg and stated intentions of officials from Hong Kong’s monetary authority to keep it that way. Those authorities don’t tend to make their decisions far in advance though, so, he says, “They can change the game overnight.” However, almost 18 months later, the Hong Kong Monetary Authority has continually foiled Ackman's plans. K.C. Chan, the city’s secretary for financial services and the treasury, again reiterated that the peg would not be changed in an interview with Bloomberg. “There is no question about the peg at all,” Chan said in a Bloomberg Television interview today at the Asian Financial Forum in Hong Kong. “He will be disappointed. I don’t expect him to realize his bet.” Chan does not see the current inflows into Hong Kong as abnormal. Ackman disagrees and thinks the peg should be moved upwards by 20% to 30% to stem inflation in Hong Kong. “The fund flows coming in, as I understand, are mainly for investment into the equity market,” Chan said. “Some of the fund flows are there because the local corporates are borrowing in the U.S. dollar space and China corporates in Hong Kong dollars. What we are seeing is so far quite normal for portfolio allocation and fund-raising activities.” Thus far, the Hong Kong Monetary Authority has vigorously defended the peg with U.S. dollar purchases. It remains to be seen whether this policy will continue in 2013.

To: Mr. Pink who wrote (18395)	1/24/2013 3:59:11 PM
From: 2MAR$	1 Recommendation Respond to of 18998

$1000 worth of NFLX January 25 $125 calls bought on tues @ $0.02 today netted $1.2mil ...Carl Icahn just made a few 100mil on his NFLX position today, his thesis worked out pretty well .

To: Mr. Pink who wrote (18395)	5/15/2013 3:16:01 AM
From: 2MAR$	Respond to of 18998

HLF @ $45 , should have stayed in the game did you take pity on Ackman or? Its quite impressive they turned in over $1bil /qtr in sales , Mr. Icahn showed he's not always spot on , NUAN sure proved the perrenial loser, NFLX making up for that am sure.

To: Mr. Pink who wrote (18395)

9/12/2013 7:20:52 PM

From: 2MAR$

Read Replies (1) | Respond to of 18998

HLF almost does $70, Bill Ackman's having a tuff year , well you did well but thought you would have stayed in for the tide was turning, Icahn made it personal, then Soros made it a more deadly duo, we know where to get our vitamin smoothies anyways ;-)

YHOO great performance good work on MUR.

Oil/Energys have been terrific esp SLB NOV HAL XEC EOG & PXD (especially nice run for XEC)

Alibaba IPO may be delayed, SCMP says
Alibaba's plan to go public in Hong Kong could be delayed because of the terms of a deal the company has with Yahoo regarding Yahoo's 24% stake in the company, reports the South China Morning Post. Reference Link :