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Started By
Message
Have you seen this newest rec - LBMH? He's been consistently on
Posted on 12/20/10 at 2:50 pm
Posted on 12/20/10 at 2:50 pm
OK, So i guess the mods pulled my original post on this matter because LeonPhelps and I were going back and forth and some curse words were exchanged (mainly on my part). We had fun while it lasted though, right Leon? ;)
He and I were discussing this post by Eiad Asbahi: LINK
He's essentially saying that Liberator Medical Holdings (LBMH) is money and gives a 3 paragraph justification. I've been following his posts for months and he's been spot on. Per my original post, I know him personally too - share some mutual friends with him and he seems pretty cool. (Apparently Leon knows him as well.)
I'm hoping we can pool our knowledge and assess why/whether Liberator Medical is really that good. I'm not an equity analyst but I don't have to be one to know 3 paragraphs of data doesn't suffice for an investment thesis.
Anyway, Liberator is a 'direct to consumer distributor of durable medical supplies'. Great. Anyone know how it's grown so fast?
He and I were discussing this post by Eiad Asbahi: LINK
He's essentially saying that Liberator Medical Holdings (LBMH) is money and gives a 3 paragraph justification. I've been following his posts for months and he's been spot on. Per my original post, I know him personally too - share some mutual friends with him and he seems pretty cool. (Apparently Leon knows him as well.)
I'm hoping we can pool our knowledge and assess why/whether Liberator Medical is really that good. I'm not an equity analyst but I don't have to be one to know 3 paragraphs of data doesn't suffice for an investment thesis.
Anyway, Liberator is a 'direct to consumer distributor of durable medical supplies'. Great. Anyone know how it's grown so fast?
6
Posted on 12/20/10 at 2:52 pm to auditu
quote:
OK, So i guess the mods pulled my original post on this matter because LeonPhelps and I were going back and forth and some curse words were exchanged (mainly on my part).
I think it was pulled b/c it was pimping a specific stock.
Trust me, the "curse words" were quite tame in comparison to the other boards.
Posted on 12/20/10 at 2:53 pm to auditu
Dag! Mods must be cracking down on stuff too. They erased my avatar pic with Cookie Monster pointing a gun at an Alabama fan. That was one of my favorite pics!
Tigerdroppings, what's happnin!?
Tigerdroppings, what's happnin!?
Posted on 12/20/10 at 2:53 pm to auditu
E is a nice guy, but he doesn't really know how to party.
He made a pick about a year ago that has done really well (ACPW), but it looks like he got out a little too early.
FWIW, I don't know much about Liberator, but I figured calling him out on the internet may get him to give me a call some time.
He made a pick about a year ago that has done really well (ACPW), but it looks like he got out a little too early.
FWIW, I don't know much about Liberator, but I figured calling him out on the internet may get him to give me a call some time.
Posted on 12/20/10 at 2:54 pm to auditu
What's wrong with asking about a stock? I see another thread about AAPL?
Posted on 12/20/10 at 2:54 pm to auditu
auditu, I did not Request Admin.
My last post was:
"I am not a professional. I am a full-time auditor/public accountant. I really enjoy small publics and special situations. Going to look into it and post back later."
My last post was:
"I am not a professional. I am a full-time auditor/public accountant. I really enjoy small publics and special situations. Going to look into it and post back later."
Posted on 12/20/10 at 2:56 pm to TheHiddenFlask
quote:
E is a nice guy, but he doesn't really know how to party.
Haha, E is good people. Definitely, should get him out of hiding.
Posted on 12/20/10 at 3:06 pm to LeonPhelps
I just went to my profile page to see what up with my profile pic and it says it was too big - that it has to be 400x150pixels. Anybody know where I can upload it to on the net after resizing it?
This is highly concerning, Mods!
This is highly concerning, Mods!
Posted on 12/20/10 at 3:07 pm to auditu
Tinypic.com
I think
ETA: or imageshack.com
I think
ETA: or imageshack.com
This post was edited on 12/20/10 at 3:08 pm
Posted on 12/20/10 at 3:10 pm to auditu
Should be able to resize it on your cpu. Then upload it to a site like Photo Bucket or imageshack.
Admittedly, I don't know jack about digital photos. I know you can post it to the Help Board and someone will help you fix it.
Admittedly, I don't know jack about digital photos. I know you can post it to the Help Board and someone will help you fix it.
Posted on 12/20/10 at 3:12 pm to LeonPhelps
BLAM! I got it. Thanks for the deets on imageshack, HiddenWTF.
This pic stands for who I am. It really means a lot.
This pic stands for who I am. It really means a lot.
Posted on 12/20/10 at 3:13 pm to auditu
Lol, first time I've seen something like this on someone's Facebook page.
Posted on 12/20/10 at 3:42 pm to auditu
I don't know anything about this company, the pick may or may not be a good one.
But I want to note that any equity analysis is incomplete without presenting a credible case why the current market price is wrong. Presenting the case that a company has good growth prospects and why is nice and all, but if it's really true then why hasn't the market already figured that out yet?
But I want to note that any equity analysis is incomplete without presenting a credible case why the current market price is wrong. Presenting the case that a company has good growth prospects and why is nice and all, but if it's really true then why hasn't the market already figured that out yet?
Posted on 12/20/10 at 4:27 pm to foshizzle
quote:
But I want to note that any equity analysis is incomplete without presenting a credible case why the current market price is wrong.
I agree with you. I guess if I had to make a case on first observation, I would say that the P/E of less than 18 isn't exactly fitting of a rapid growth company.
quote:
but if it's really true then why hasn't the market already figured that out yet?
Market efficiency in small, underfollowed, illiquid stocks is a myth. There is proof of that all over the place.
Posted on 12/20/10 at 5:39 pm to TheHiddenFlask
quote:
Market efficiency in small, underfollowed, illiquid stocks is a myth. There is proof of that all over the place.
Absolutely.
Posted on 12/20/10 at 5:57 pm to TheHiddenFlask
quote:
Market efficiency in small, underfollowed, illiquid stocks is a myth.
Sure. But it's amazing how many people pimp a stock without bothering to find out whether the stock fits into that category. Sometimes the market really is right but I think you have to present a credible case why it isn't at least.
One of my better picks was AMD, which even then was a multibillion dollar company and very heavily followed. The problem was that at the time they were the subject of a very high-profile lawsuit. Most analysts at the time were saying that, yeah, it's probably a good buy but nobody will touch it anyway because if you recommend it to your clients and it drops off a cliff, your clients will sue you.
I recommended it anyway and we made a ton of money. AMD eventually did lose the suit but the stock went from 8 to over 30 anyway.
Posted on 12/20/10 at 6:13 pm to foshizzle
You don't get an edge in an AMD... You can develop an edge in small and micro-caps.
About explaining why the market is wrong, you just don't have to. All it takes is one seller to drive down price in smaller markets, the same as when your neighbor wants to sell his home in a hurry: He drops price.
And that's foshizzle
About explaining why the market is wrong, you just don't have to. All it takes is one seller to drive down price in smaller markets, the same as when your neighbor wants to sell his home in a hurry: He drops price.
And that's foshizzle
Posted on 12/20/10 at 6:14 pm to auditu
So to satisfy you, foshizzle:
The stock price is down because someone is selling their shares. That's foshizzle.
The stock price is down because someone is selling their shares. That's foshizzle.
Posted on 12/20/10 at 6:20 pm to auditu
Anyway, enough of your nonsense. All of you!
Back to Liberator. Who is going to dip their toes in first!? Is it money? Why (not)? Do you care enough to check? Why (not)?
Back to Liberator. Who is going to dip their toes in first!? Is it money? Why (not)? Do you care enough to check? Why (not)?
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