Seeking Alpha

David Jackson

 
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  • ETF Investing Guide: Understanding The Core Portfolio
    Wed, Dec. 17 DBC, IEFA, IEMG 5 Comments
  • ETF Investing Guide: A Core ETF Portfolio
    Wed, Dec. 17 LQD, IJH, VOO 25 Comments
  • Is It Wrong To Take A Position In A Stock And Then Write About It On Seeking Alpha?
    Wed, Aug. 6 185 Comments

    Summary

    • Some people claim that “talking your book” about a stock which you own or are short is wrong. It isn’t.
    • Talking your book isn’t the same as front running or manipulation. Front running is the abuse of privileged information for personal gain. Manipulation is the intentional dissemination of false information.
    • Investors have greater incentives to get stocks right than journalists or sell-side analysts, so their research is more valuable.
    • Investors’ best research is typically about the stocks they know most about - the stocks they have positions in.
  • Short Sellers And Seeking Alpha
    Fri, Aug. 1 261 Comments

    Summary

    • Real investors, because of their biases, have the best insights, because they're most motivated to get it right.
    • Rather than a "house opinion," we believe SA readers want multiple viewpoints on a stock.
    • Vigorous debate between longs and shorts works. SA articles have uncovered frauds, and have correctly predicted huge upward moves in stocks which the media and sell-side analysts never caught.
  • Notes On Yahoo's Strategy
    Fri, Aug. 1 YHOO 32 Comments

    Summary

    • Yahoo missed earnings and guided lower, partially due to weakening online ad sales.
    • Yahoo recently launched a finance contributor network, possibly in order to monetize Tumblr, and because it views contributor content as a cheaper way to generate pageviews and ad sales.
    • At Seeking Alpha, we don't view "cheap" as the key advantage of a contributor network. We believe that crowdsourcing will revolutionize equity research, and that contributors should be rewarded fairly.
  • A Checklist For Investing In Internet Companies
    Dec. 9, 2012 FB, GRPN, YELP 18 Comments
  • Investing For The Long Term: Dividend Growth Stocks Or S&P 500?
    Editors' Pick • Feb. 7, 2012 SPY 122 Comments
  • Profiting From China's Growth With Sector And Macro Bets - An Interview With China Expert Shaun Rein, Part II
    Dec. 2, 2011 FXI 36 Comments
  • Stocks To Own And Stocks To Avoid To Profit From China's Growth - An Interview With China Expert Shaun Rein, Part 1
    Editors' Pick • Dec. 2, 2011 AAPL, CAT, COH 66 Comments
  • Investing Apps: Taking Online Finance to the Next Level
    Oct. 11, 2010 4 Comments
  • Seeking Alpha Partners With EDGAR Online to Deliver I-Metrix to Its Contributors
    Feb. 28, 2010 Comment!
  • Seeking Alpha Partners With XTF to Empower Its Contributors
    Feb. 20, 2010 4 Comments
  • You Asked, We Listened
    Jan. 4, 2010 Comment!
  • Most Active SA Community Participants to Receive Zacks Premium Service
    Dec. 3, 2009 YHOO, MSFT, TWX Comment!
  • Seeking Alpha Partners with Zacks Investment Research
    Aug. 4, 2009 YHOO, MSFT, TWX Comment!
  • Seeking Alpha Partners with InfoNgen to Empower Its Contributors
    Jun. 2, 2009 AUTNF, TRI, NWS 7 Comments
  • Seeking Alpha and Xignite Partner to Broaden Access to Free Corporate Transcripts
    May. 28, 2009 TRI, FDS 3 Comments
  • Seeking Alpha Is Looking for a VP Business Development
    Mar. 1, 2009 Comment!
  • Seeking Alpha Partners with Gridstone Research to Empower Our Contributors
    Feb. 4, 2009 TRI 7 Comments
  • Five Key Quotes from Microsoft on the PC Industry
    Oct. 25, 2008 MSFT, INTC, AAPL Comment!
  • The Latest Changes to SeekingAlpha.com
    Aug. 31, 2008 62 Comments
  • Guess Who's Talking About Recession?
    Jul. 27, 2008 CRBC, USG, LAMR 6 Comments
  • Big Spender Netflix Cuts its Web Ad Budget
    Jul. 27, 2008 NFLX, YHOO, GOOG Comment!
  • 5 Key Quotes from Netflix on the Movie Distribution Business
    Jul. 27, 2008 SNE, AAPL, NFLX 8 Comments
  • 5 Key Quotes from Google on the Internet Industry
    Jul. 25, 2008 GOOG, MSFT, YHOO 3 Comments
  • Microsoft's Online Business and Strategy in Its Own Words
    Jul. 25, 2008 MSFT, GOOG, YHOO Comment!
  • Online Advertising Is Not Immune -- Gannett
    Jul. 24, 2008 GCI, YHOO, TWX 2 Comments
  • More Evidence That Online Advertising Is Slowing (and Newspapers Are Suffering)
    Jul. 24, 2008 JRN, YHOO, NYT 1 Comment
  • Omniture Discusses Google Analytics
    Jul. 24, 2008 OMTR, GOOG 1 Comment
  • How Will Rising Fuel Prices Impact Demand for Aircraft? -- Boeing Comments
    Jul. 24, 2008 BA, TGI, COL 4 Comments
  • Key Datapoints on Internet Advertising and Content from The New York Times Co.
    Jul. 24, 2008 NYT, GOOG, YHOO 2 Comments
  • 5 Key Quotes from the New York Times Co. on the Newspaper Industry
    Jul. 24, 2008 NYT, BLC, LEE 1 Comment