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rpadebet

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You dont think hes done that by "conning" the market?

 

He bought back a ton of stock in 09-10 after he bought adcom and airgroup and didnt pay those guys their earnouts based on '08.. market timing.

 

Then bought a bunch of company owned stores made people think it was growing....and then stuffed wheels guys and secondary guys with (48.8-33mm) shares ... basically 16mm shares at anywhere ftrom 5.5 to 6.75..... so basically he created equity value by selling/monetizing a ponzi at the top?

 

Cmon. Hes a snakeoil salesmen who found a small arbitrage..exploited it. and if he doesnt act quickly, something is liable to screw it up. Either the company own ed stores start to atrophy more, he loses big franchisees from technology failure, or he buys anohter big deal with leverage that he has to right down....lots of ways to lose..how does he win?

 

Big stuff costs big multiples and the market is on to him...

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