Seeking Alpha

David Jackson

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  • David Jackson
    Must read for investors in $CRM $CSOD $N $NOW $WDAY http://seekingalpha.com/a/1a1wt
    Fri, 9:41 AM
    Reply (4)
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    • J Mintzmyer: Most importantly, all three are selling for P/FCF and P/E multiples that are BELOW the market rates and tremendously below SaaS/cloud comps.
      Fri, 5:37 PM
    • David Jackson: Not sure whether MSFT has more to lose than to gain from SaaS due to the size of its legacy businesses.
      13 hours ago
      • David Jackson
        Reading: Rubicon: A Programmatic (online advertising) Pure Play $RUBI $GOOG http://seekingalpha.com/a/19tld
        Mon, 10:57 AM
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          • David Jackson
            Scanning today's tech news: http://seekingalpha.com/n/0 $AMZN $AAPL $IBM $OSTK $EBAY $ADP $LIVE $TMUS $IMOS $GOGO
            Apr 10, 3:38 PM
            Reply (4)
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            • David Jackson: And once more: http://bit.ly/1geiiGN
              Apr 10, 4:38 PM
            • moseslarsen: $IBM floating nicely up from the $170s for me...
              Apr 11, 9:52 PM
              • David Jackson
                How Much Does Seeking Alpha Pay Its Contributors? http://seekingalpha.com/a/19r83
                Apr 10, 12:05 PM
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                  • David Jackson
                    How publishers-turned-platforms pay their amateur contributors http://bit.ly/PRP9Yb
                    Apr 9, 12:11 PM
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                    • David Jackson: And we pay most for articles that often generate the fewest page views, ie. on small cap stocks that few people own.
                      Apr 9, 12:24 PM
                    • David Jackson: These characteristics fundamentally differentiate SA from other contributor networks.
                      Apr 9, 12:25 PM
                      • David Jackson
                        Really liked this article: Portfolio Rebalancing: The Whys And The Hows http://seekingalpha.com/a/19npf
                        Apr 8, 4:46 PM
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                          • David Jackson
                            So much for $AAPL putting the customer first: http://seekingalpha.com/s/ps6aj
                            Apr 8, 9:18 AM
                            Reply (4)
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                            • David Jackson: Marc, perhaps putting customers first normally leads to maximum shareholder value over time.
                              Apr 9, 3:17 AM
                            • Marc Gilbert: That is a valid point. I stand corrected.
                              Apr 9, 9:50 AM
                              • David Jackson
                                Steve Jobs' stated goal: "Tie all of our products together, so we further lock customers into our ecosystem." $AAPL
                                Apr 8, 9:10 AM
                                Reply (14)
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                                • 1980XLS: LOL
                                  Apr 9, 8:04 AM
                                • Clayton Rulli: and lets alter the chargers so people have to buy new ones
                                  Apr 9, 8:13 AM
                                  • David Jackson
                                    Chris Dixon says $GOOG and $AAPL have too much control over mobile innovation and promotion, and charge a 30% tax on revenues.
                                    Apr 8, 7:15 AM
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                                    • David Jackson: "What if AOL or some other central gatekeeper had controlled the web...
                                      Apr 8, 7:24 AM
                                    • David Jackson: ...and developers had to ask permission to create Google, Youtube, eBay, Paypal, Wikipedia, Twitter, Facebook, etc.?"
                                      Apr 8, 7:27 AM
                                      • David Jackson
                                        Reading: LinkedIn Will Grind Lower In The Coming 9 Months http://seekingalpha.com/a/19d0z $LNKD $FB $TWTR
                                        Apr 7, 6:42 AM
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                                          • David Jackson
                                            Reading: The Brutal Ageism of Tech http://bit.ly/1h0rv6b
                                            Apr 5, 2:53 PM
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                                              • David Jackson
                                                Scanning this morning's tech news at http://seekingalpha.com/n/0 $WBMD $GOOG $BOUYY $DQ $JRJC
                                                Apr 4, 9:24 AM
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                                                  • David Jackson
                                                    Reading: The Impact Of High-Frequency Traders http://seekingalpha.com/a/19kan
                                                    Apr 4, 8:46 AM
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                                                      • David Jackson
                                                        Reading: Valuable Insights And Seeking Alpha - full of investment ideas http://seekingalpha.com/a/19jj5 $IMOS $RDCM $PLUG $PRLB $CRDS $UNIS
                                                        Apr 3, 4:50 PM
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                                                          • David Jackson
                                                            Old media: "Under fire, popular stock site makes changes". Reminds me of "Can you trust Twitter?" http://bit.ly/1ijbaqV
                                                            Apr 3, 3:46 AM
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                                                              • David Jackson
                                                                "You don't make money when you trade; you make money while you wait" - David Merkel in http://seekingalpha.com/a/19hal
                                                                Apr 2, 9:38 AM
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                                                                  • David Jackson
                                                                    "Don't use market orders" - David Merkel in http://seekingalpha.com/a/19hal
                                                                    Apr 2, 9:38 AM
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                                                                      • David Jackson
                                                                        3 great resources for anyone covering tech stocks: (1) Breaking news, filtered for tech: http://seekingalpha.com/news/tech
                                                                        Apr 2, 1:31 AM
                                                                        Reply (3)
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                                                                        • David Jackson: (3) Latest transcripts, filtered for tech: http://bit.ly/1ooweUj
                                                                          Apr 2, 1:31 AM
                                                                        • David Jackson: And one for mobile: The Tech Investor app gives you all these on your phone: http://bit.ly/1pMu3W2
                                                                          Apr 2, 1:37 AM
                                                                          • David Jackson
                                                                            Reading: Key Indicators Still Positive http://seekingalpha.com/a/19f1r $DIA $IEI $QQQ $SPY $TIP $VGK $VXX $GLD $TIP
                                                                            Apr 1, 3:54 AM
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                                                                              • David Jackson
                                                                                Why isn't iShares MSCI Global Gold Miners ETF $RING more popular, given expenses of 0.39% vs 0.55% for $GDX?
                                                                                Mar 31, 9:31 AM
                                                                                Reply (2)
                                                                                • Clayton Rulli: if ring was as popular I'm sure the expense would go up :-)
                                                                                  Mar 31, 9:43 AM
                                                                                • David Jackson: Wonder whether $GDX is used mainly for trading, not long term investing, so liquidity matters most.
                                                                                  Apr 1, 1:52 AM