Luke 532 Posted January 7, 2014 Share Posted January 7, 2014 Lampert Blog http://eddielampert.wordpress.com/ Pretty cool if it's real. And perhaps it indicates the progress of the transformation is to a point where he feels comfortable not remaining radio silent. Well, I hope the numbers talk before him. And it will be silly to invite its competitors to copy... He should just keep quiet even if it works. Yeah, I'd be shocked if he discusses SHLD directly on the blog. He'll likely keep things very generic. He's not one to show you the cards he's holding. Link to comment Share on other sites More sharing options...
BTShine Posted January 7, 2014 Share Posted January 7, 2014 Agreed. The blogs feels similar to his annual letters. I like the idea of EL getting his personal thoughts into the open. Link to comment Share on other sites More sharing options...
krazeenyc Posted January 7, 2014 Share Posted January 7, 2014 You guys really think that blog belongs to Eddie Lampert? I'm very skeptical. Link to comment Share on other sites More sharing options...
compoundinglife Posted January 7, 2014 Share Posted January 7, 2014 You guys really think that blog belongs to Eddie Lampert? I'm very skeptical. Entirely possible but I don't think so. The first three or so comments are supposedly from people that all work at SHLD. One is a director in Automotive, one is loss prevention and one is an enterprise architect. Its entirely possible that the fake author just randomly picked some people on LinkedIn to impersonate in the comments but I doubt it. I don't get the impression reading it or reading the comments that it is fake. Also if someone really wanted to put up a fake blog that existed for any reasonable period of time they would probably not host it on Wordpress.com because I imagine their TOS does not allow doing so unless its obviously a parody such as the "The Fake Steve Jobs". Link to comment Share on other sites More sharing options...
thinkpad Posted January 7, 2014 Share Posted January 7, 2014 Lampert Blog http://eddielampert.wordpress.com/ I am sorry but how did you find this blog ? Link to comment Share on other sites More sharing options...
compoundinglife Posted January 7, 2014 Share Posted January 7, 2014 Lampert Blog http://eddielampert.wordpress.com/ I am sorry but how did you find this blog ? Good question, I am curious as well. Trying to find any record of it being linked from anywhere is not providing anything. Based on that and after reading some more of the comments in depth I think I am on the fence 50/50 about it being real. Not that it matters or anything. Link to comment Share on other sites More sharing options...
Luke 532 Posted January 7, 2014 Share Posted January 7, 2014 Based on that and after reading some more of the comments in depth I think I am on the fence 50/50 about it being real. Not that it matters or anything. Well, at least we know the media didn't create it because it would be eddielambert(dot)com :D Link to comment Share on other sites More sharing options...
Guest wellmont Posted January 7, 2014 Share Posted January 7, 2014 if it's a fake it's a very good one. I am 51% it's fake. :) Link to comment Share on other sites More sharing options...
valuecfa Posted January 7, 2014 Share Posted January 7, 2014 It's a fake. I'm 49% sure it's a fake Link to comment Share on other sites More sharing options...
compoundinglife Posted January 7, 2014 Share Posted January 7, 2014 Nope its not fake, I know because if you do a "view source" on the site ESL has laid out his secret plan for SHLD hidden in the HTML and javascript. ;D ;D ;D Link to comment Share on other sites More sharing options...
dcollon Posted January 7, 2014 Share Posted January 7, 2014 Sorry I was away from my computer. It was passed along to me from an employee at Sears Holding. It is not fake as far as I know. Link to comment Share on other sites More sharing options...
compoundinglife Posted January 7, 2014 Share Posted January 7, 2014 Sorry I was away from my computer. It was passed along to me from an employee at Sears Holding. It is not fake as far as I know. Thanks. Explains the lack of inbound links on Google. It has probably only been circulated internally so far. Link to comment Share on other sites More sharing options...
dcollon Posted January 7, 2014 Share Posted January 7, 2014 I asked specifically if it was ok to share and I was told...yes. Link to comment Share on other sites More sharing options...
alertmeipp Posted January 7, 2014 Author Share Posted January 7, 2014 Time to buy call for next run? Link to comment Share on other sites More sharing options...
phil_Buffett Posted January 7, 2014 Share Posted January 7, 2014 i bought more common stock today. amazing the drop from 65$ to today Levels. every year the same ;D Link to comment Share on other sites More sharing options...
muscleman Posted January 7, 2014 Share Posted January 7, 2014 i bought more common stock today. amazing the drop from 65$ to today Levels. every year the same ;D But this time the lending rate is much lower and amount of shares available for borrowing is much higher. I think we need to be cautious. I only rebuilt a 2.5% position so far. Link to comment Share on other sites More sharing options...
compoundinglife Posted January 7, 2014 Share Posted January 7, 2014 I asked specifically if it was ok to share and I was told...yes. Thanks understood. I didn't mean to imply that it was leaked. Just was saying it sounds like he sent it out internally figuring it would filter out from there. If it was not meant to be shared then he wouldn't host it on public blog hosting service. Link to comment Share on other sites More sharing options...
Luke 532 Posted January 7, 2014 Share Posted January 7, 2014 But this time the lending rate is much lower and amount of shares available for borrowing is much higher. I think we need to be cautious. I only rebuilt a 2.5% position so far. Cautious on the short squeeze trade, yes. But the long-term investment this might be the time to "get the greed going" as Berkowitz says. :) Link to comment Share on other sites More sharing options...
BTShine Posted January 7, 2014 Share Posted January 7, 2014 i bought more common stock today. amazing the drop from 65$ to today Levels. every year the same ;D But this time the lending rate is much lower and amount of shares available for borrowing is much higher. I think we need to be cautious. I only rebuilt a 2.5% position so far. Good Point. With the extra float it could get hammered by shorts this time. Link to comment Share on other sites More sharing options...
alertmeipp Posted January 7, 2014 Author Share Posted January 7, 2014 i bought more common stock today. amazing the drop from 65$ to today Levels. every year the same ;D But this time the lending rate is much lower and amount of shares available for borrowing is much higher. I think we need to be cautious. I only rebuilt a 2.5% position so far. Normally, this should be seen as bullish. Link to comment Share on other sites More sharing options...
muscleman Posted January 7, 2014 Share Posted January 7, 2014 i bought more common stock today. amazing the drop from 65$ to today Levels. every year the same ;D But this time the lending rate is much lower and amount of shares available for borrowing is much higher. I think we need to be cautious. I only rebuilt a 2.5% position so far. Normally, this should be seen as bullish. I don't think so. With so many more shares available for borrowing, any bad news can cause big drops, because it is so much easier to bet on the short side. When the float was tight, anything could cause the price to jump up. So my perception is the reverse. Tight float == Buy more aggressively. Loose float == be more cautious and do not strike the base ball unless it is in my extreme comfort zone. :) Link to comment Share on other sites More sharing options...
compoundinglife Posted January 7, 2014 Share Posted January 7, 2014 i bought more common stock today. amazing the drop from 65$ to today Levels. every year the same ;D But this time the lending rate is much lower and amount of shares available for borrowing is much higher. I think we need to be cautious. I only rebuilt a 2.5% position so far. I am usually not one to comment on price predictions but since we are talking about it, some food for thought... I bought some around this time frame in 2012 for $29 after it was $79 a few months earlier. Had started buying at $46 on the way down in late 2011. So if you thinking you might get in on this for a quick move be sure to ask yourself if you are comfortable riding it down $29. That $29 was before a bunch of the asset spin offs and sales. I know this goes without saying but just figured I would mention it as someone who has been holding through multiple SHLD roller coaster rides. Link to comment Share on other sites More sharing options...
heth247 Posted January 7, 2014 Share Posted January 7, 2014 I increased my position from 10% to 15% today, otherwise it is hard to justify the time I spent on this sucker and this message board. >:( Hard to predict future price moves, but I am prepared to add more when dips below $40. Link to comment Share on other sites More sharing options...
ERICOPOLY Posted January 7, 2014 Share Posted January 7, 2014 This board believed that increasing the float of ORH would raise it's price. Now the reverse is believed: increased float will reduce the price of SHLD. Link to comment Share on other sites More sharing options...
alertmeipp Posted January 7, 2014 Author Share Posted January 7, 2014 i bought more common stock today. amazing the drop from 65$ to today Levels. every year the same ;D But this time the lending rate is much lower and amount of shares available for borrowing is much higher. I think we need to be cautious. I only rebuilt a 2.5% position so far. Normally, this should be seen as bullish. I don't think so. With so many more shares available for borrowing, any bad news can cause big drops, because it is so much easier to bet on the short side. When the float was tight, anything could cause the price to jump up. So my perception is the reverse. Tight float == Buy more aggressively. Loose float == be more cautious and do not strike the base ball unless it is in my extreme comfort zone. :) I understand your point of view. But normally, lowering short interest is good for stock price. The best you want to see if lowering short interest with pps going higher.. and short interest stay low (i do realize we are going lower) let's hope the smartest short has covered. Link to comment Share on other sites More sharing options...
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