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David Jackson  

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  • TheStreet: An Interesting Play Below $2 [View article]
    Vince, some questions for you:

    (1) Should investors care if a dividend is not paid out of operating income? If TST's dividend is largely paid out of cash from selling stock to TCV years ago, does that matter?

    (2) You said that TST's cash flow is less than its stock based compensation. When do you expect its cash flow to exceed its stock based comp expenses?

    (3) Does the agreement with Jim Cramer which gives him 14% of TST's revenue also apply to revenue from the acquisitions?

    (4) You argued that TST's acquisitions should be valued at what the company paid for them. Do you think there's a chance that TST will try to resell those businesses? If not, how do you value them if they've become part of a larger business with low profitability?

    Full disclosure: I'm founder and CEO of Seeking Alpha, and we both partner with and compete with TheStreet.com.
    Apr 24, 2015. 07:50 AM | 9 Likes Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    Sartre, is this in a taxable account? If so, you might want to consider something that tilts more to capital appreciation than dividends, as you'd be paying tax on the dividends and that will reduce the compounding.
    Apr 21, 2015. 06:43 PM | 1 Like Like |Link to Comment
  • Dollar drifts near 1-week low ahead of inflation data [View news story]
    Stan Druckenmiller thinks the US dollar will continue to strengthen, and Greece will leave the euro zone. See http://seekingalpha.co...

    Is he wrong?
    Apr 17, 2015. 11:19 AM | Likes Like |Link to Comment
  • Seeking Alpha Articles About AAPL [View instapost]
    J, I agree. And would add: it's not just this site where 90% of the alpha comes from outside the top 100 stocks, but across the equity research industry generally.
    Apr 16, 2015. 07:16 AM | Likes Like |Link to Comment
  • Report: Yahoo in talks to buy Foursquare (updated) [View news story]
    Methinks Yahoo shareholders would much prefer that the money was returned to them as a dividend instead of being used for acquisitions.
    Apr 15, 2015. 03:06 PM | Likes Like |Link to Comment
  • Twitter Squashes The Cockroach [View article]
    Just saw Michael Eisenberg's comment above, which crossed with my one. He was the VC I was talking about.
    Apr 12, 2015. 04:43 AM | Likes Like |Link to Comment
  • Twitter Squashes The Cockroach [View article]
    One of the VCs who is invested in Meerkat sent me this link to publicly available stats on Meerkat and Periscope. Are they consistent with the thesis that Twitter squashed Meerkat?
    http://lookats.com/stats
    Apr 12, 2015. 02:42 AM | Likes Like |Link to Comment
  • Twitter Squashes The Cockroach [View article]
    Didn't Twitter purchase Periscope before Meerkat was created? It just wasn't in full release until afterwards.
    Apr 9, 2015. 11:44 AM | Likes Like |Link to Comment
  • An Interview With Chris DeMuth Jr., Author Of 'Sifting The World' [View article]
    I thoroughly enjoyed reading that. Thank you Eli and Chris.
    Apr 9, 2015. 09:52 AM | 4 Likes Like |Link to Comment
  • LinkedIn buys meeting preparation app Refresh [View news story]
    I used Refresh when it was launched, and thought it was a superb idea. This is a smart move by $LNKD. I thought that Refresh could have been a threat to LinkedIn in the long term, and that's one of the reasons why an acquisition make sense for an acquirer.

    The newest app which challenges $LNKD is Conspire. See: http://seekingalpha.co...
    Apr 5, 2015. 03:06 AM | 1 Like Like |Link to Comment
  • Gurley: Fear of missing out leading startup valuations to soar [View news story]
    Interesting that GSVC is down almost 22% y/y. If valuations have risen so much, you'd expect the opposite. So why is it down?
    Feb 23, 2015. 07:36 AM | 2 Likes Like |Link to Comment
  • What Yahoo Investors Should Expect In 2015 And 2016 From The Stock [View article]
    I think it may be the opposite: a great 2015, followed by a tough 2016.

    Why a great 2015? Because the spinoff later this year will be the catalyst for a revaluation of YHOO's stock. As kgfd1980 explains above, YHOO's core business is worth more than the current market cap implies.

    Why a tough 2016? Because once that one-off adjustment has happened, any further increases in YHOO's stock price will be dependent on the company's performance. YHOO will have to generate growth in ad revenue, and show that it's a meaningful player in mobile. And investors might start asking whether the $1bn MM paid for Tumblr was worth it. So 2016 might be a tough year for the stock.
    Feb 22, 2015. 09:55 AM | 5 Likes Like |Link to Comment
  • The Compression In SaaS Valuations [View article]
    "TEV" = "total enterprise value"?
    Jan 25, 2015. 07:10 AM | Likes Like |Link to Comment
  • ETF Investing Guide: Understanding The Core Portfolio [View article]
    That's entirely personal -- it depends on your risk tolerance, investing horizon, and financial goals.
    Dec 22, 2014. 03:13 AM | Likes Like |Link to Comment
  • Seeking Alpha Reaches 4 Million Registered Users; Here Are The Numbers That Really Matter [View article]
    As founder of SA, I just wanted to say 3 "thank you"s:

    (1) Thank you to the Seeking Alpha team. You've built the leading platform for crowd sourced equity research, and you've built a real company. It's easy to identify disruptive technology after the fact, but harder while it's happening. The clues are in our growth, as you know from our internal metrics.

    (2) Thank you to our contributors. I always believed that crowdsourcing would disrupt the market for investment insight. You've proved it. While sell-side research coverage has contracted, Seeking Alpha now covers the vast majority of US-traded stocks. I'm proud that we've created a platform that has enabled so many of you to increase your influence, attract clients, get smarter through discussion, and earn $3.45 million over the last year.

    (3) Thank you to our users. Seeking Alpha isn't about articles only, but about discussion. Your comments add enormous value, and are the reason many people read Seeking Alpha. Your comments have higher predictive value than our articles.
    Dec 8, 2014. 09:50 AM | 27 Likes Like |Link to Comment
COMMENTS STATS
1,248 Comments
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