上周在DELIVERY ALPHA的會議上,首次親眼看到 ICHAN 和 ACKMAN 坐在一起,他們不僅眼光有交流,而且在言語上還互相表揚對方。這和以前是完完全全不一樣的。舉個栗子吧, "I do respect Bill," Icahn added. "What the hell am I fighting so much for? 最後兩人居然還當眾擁抱。這叫一抱泯恩仇吧\(^o^)/~。如果沒有記錯的話,當時Achman 好像說了這樣一句話,就是他會讓 Ichman 體麵地從 HLF 的投資中走出來。(筆者瞎猜哈:在某個適當的時候,Achman 在 朋友的引薦下給 Ichan 拋了繡球,說明了HLF事態的嚴重性,這一舉動感動了 ICHAN 。)
因此,在這個時候Achman重新發起對HLF的攻擊,讓人不得不聯想他是不是和 Ichan 已經通氣了(⊙o⊙)。俺剛剛查了一下public record, ICHAN 的公司還是 HLF 的最大股東。不知道這個記錄是不是如實反映了目前的情況。不過ICHAN 介入 HLF 的價格應該在$40美金以下, 所以怎麽都有機會逃出來的 (suppose what Achman claimed is true).
附:Ackman said that presentation of a Herbalife investigation will “expose incredible fraud.”
“We have hundreds of hours of internal video, Ackman told CNBC’s Halftime Report. “We have some internal documents that were given to us by some employees.”
“This will be the most important presentation that I have made in my career,” he said. “We won’t disappoint.”
Shares of Herbalife have dropped 11% to $54.08 at 3:30 p.m. while Nu Skin (NUS) has fallen 2.4% to $60.91 and Usana Health Services (USNA) has declined 7% to $67.75. 送歌:Falling Into You