Comments on: Short This Lemonade Stand

By: HF

HF — Mon, 25 May 2009 11:01:23 +0000

I forgot to mention the right to use the hose water! imagine you could sell those to some water intensive business!!!!

By: HF

HF — Mon, 25 May 2009 10:57:03 +0000

This is a great company to buy! You buy the company (a new bike or playstation will do the trick), trow the formulation to waste and sell the right to use the location!!

By: Matt Albers

Matt Albers — Thu, 21 May 2009 20:57:04 +0000

Are you guys just going out quietly?

No final email, no guns ablazing?

It’s been over about ten days now…

By: To The Hilt

To The Hilt — Tue, 19 May 2009 16:58:38 +0000

ah yes, the old “billion people in China” bull case.

foiling short theses since 2007.

long lemonade stands!

By: geniu8s

geniu8s — Mon, 18 May 2009 17:07:48 +0000

China’s Stimulus Restores Confidence, Shows Recovery (Update1)
Share | Email | Print | A A A

By Eugene Tang

April 18 (Bloomberg) — China’s 4 trillion yuan ($585 billion) stimulus plan has shown

“better-than-expected” results in reviving growth in the world’s third-largest economy and

helped restore market confidence, Premier Wen Jiabao said.

“China’s rapid

The stock market keeps going higher

dow 14000 soon according to experts

http://iamned.com/blog/
http://www.bloomberg.com/apps/news?pid=20601087&sid=ajgUp7xQIn6c&re

fer=home

By: Anal_yst

Anal_yst — Thu, 14 May 2009 03:33:41 +0000

@ Hilt

Did Merrill fund/hold any of their debt? If so, then its a near certainty.

By: To The Hilt

To The Hilt — Wed, 13 May 2009 21:10:02 +0000

Sounds like a perfectly normal REIT to me.

They should raise equity while the raisin’s good.

By: Pleb

Pleb — Wed, 13 May 2009 20:19:53 +0000

>>>>Egan Jones wouldn’t touch that with S&P’s dick.

Hah! Made you say P!

By: Bean Counter

Bean Counter — Wed, 13 May 2009 18:22:14 +0000

What about the strategery of offloading all the debt and losses onto DoraCo, spinning it off into it’s own seed-selling business and just keeping what little good things they have?

By: Anal_yst

Anal_yst — Wed, 13 May 2009 02:32:51 +0000

Shocker, Egan Jones wouldn’t touch that with S&P’s dick.

Also, just let the structured finance guys (they have alot of time on their hands now) loose on this situation and voila, we’ve got $2bn of AAA paper that can withstand massive shocks through all tranches due to substantial credit enhancement (from ParentCo, mainly).

By: RichL

RichL — Tue, 12 May 2009 23:57:01 +0000

Can the business get SBA credit under the new rules? All OpCo has to do is have GrandParentCo fund the acquisition of a McDonald’s franchise with a GRAT at the current Federal interest rates, and your short is TOAST!

By: SBMA

SBMA — Tue, 12 May 2009 20:44:29 +0000

Gray is the best

By: Novice

Novice — Tue, 12 May 2009 20:14:21 +0000

Counterparties should reconsider their risk exposure. ParentCo is the neighborhood equivalent of Ron Perelman and will screw any creditors in the event of an OpCo default. Nanna and her board feign ignorance with the diffidence of a Gary Oldman-portrayed tycoon.

However, in the short run suppliers may see significant gains if they suggest a new payables method to OpCo, legal under GAAPIZ: I’ll-give-you-three-shiny-quarters-for-that-dollar financing.

By: chin

chin — Tue, 12 May 2009 19:32:25 +0000

lol

By: Pleb

Pleb — Tue, 12 May 2009 17:55:20 +0000

As counsel I am compelled to remind the readers that our earlier use of the term, “Recommend You *Blow* This Lemonade Stand” has been retracted due to concerns that the term might have been an inadvertant allusion to illegal sex practices, rather than a simple admonition to leave behind, depart, or stay away from said lemonade stand. Suffice to say, LoSC does not advocate or participate (usually) in sexual activities that are prohibited in most jurisdictions.