Assessment of China’s Crackdown on American MLMs
While we believe that direct sellers will all face tougher regulatory scrutiny in China in 2019, as well as high comps from 2018, some will venture...
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China’s Intensifying Crackdown on Direct Sellers - HLF, NUS, USNA
Nu Skin Enterprises Inc A (NUS US) ' Latest Scandal in ChinaOn March 18th, Beijing Youth Daily reported the death of a NUS distributor (34- years...
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China’s Rude Awakening - Review of Our Best and Worst Calls in 2018+Top Trade Ideas Q1 2019
Our calls had great successes this year starting off calling out a fraudulent US holding company boasting of “world class” AI development in...
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Herbalife Nutrition: Well Positioned for Growth; Large Cashflows Returned to Shareholders
Herbalife Ltd (HLF US) held its first analyst day in over 5 years yesterday in NYC. Management demonstrated how it was well positioned to continue...
406 Views
Herbalife Nutrition: 3Q Beat on Top Line and Margins; Underlying Momentum Impressive
Herbalife Ltd (HLF US) reported 3Q results ahead of expectations as both top line and margin assumptions were beat handily. Clearly, the...
405 Views