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David Jackson  

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  • David Jackson
    Comscore says that Yahoo! Finance ($YHOO) monthly uniques were down 27% y/y.
    3 hours ago
    Reply (27)
  • View all 27 replies
    • Perkins Cove: Not saying it's right or wrong, just wondering if there has been a change in mindset to make active traders feel more included?
      21 minutes ago
    • x oil -field: PC, that's a very good [relevant] question.. as I follow this topic of discussion.
      15 minutes ago
      • David Jackson
        Reading the $ETSY conf call transcript http://seekingalpha.com/a/1wl9s
        Mon, 5:27 PM
        Reply
          • David Jackson
            As smart phone screens get larger, does that pose a threat to $AMZN's Kindle sales?
            Mon, 10:13 AM
            Reply (4)
          • View all 4 replies
            • joeliebig: Different products due to e-ink and battery life. I don't see how any kindle user would trade that.
              Mon, 4:03 PM
            • joeliebig: Apart from this, $AMZN doesn't care where you pay for their content. They don't make money on the device.
              Mon, 4:04 PM
              • David Jackson
                Why Fitbit Doesn't Need To Worry About The Apple Watch $FIT http://seekingalpha.com/a/1wmxi
                Mon, 10:09 AM
                Reply (4)
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                • David Jackson: Think: Garmin GPS. Flip cameras. Impact of phones on market for watches.
                  Mon, 10:12 AM
                • David Jackson: And I wonder also about $AMZN Kindles.
                  Mon, 10:13 AM
                  • David Jackson
                    Analysis of Fitbit's ($FIT) IPO filing: http://seekingalpha.com/a/1wo18
                    Mon, 10:08 AM
                    Reply
                      • David Jackson
                        Thoughts on: "What's priced into a stock? And why does it matter?"
                        Thu, 11:03 AM
                        Reply (35)
                      • View all 35 replies
                        • Ugly Duckling: These rumors sent droves of ppl. to buy guns "before its too late." An election year with a Democrat ahead in the polls also boosted sales.
                          Fri, 12:17 PM
                        • Ugly Duckling: There never has been tough federal legislation regarding firearms outside of assault riles, and the panic buying made for a record year.
                          Fri, 12:18 PM
                          • David Jackson
                            $YHOO bounced 4.42% yesterday. Interesting discussion in the comments here: http://seekingalpha.com/a/1wk2g
                            Thu, 1:59 AM
                            Reply (3)
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                            • Perkins Cove: Doubt you would have gotten such an interesting discussion had you left it a StockTalk. Cheers David.
                              Thu, 6:46 AM
                            • David Jackson: Yup, George is awesome.
                              Thu, 11:01 AM
                              • David Jackson
                                Is ad tech part of $YHOO's strategy? http://bit.ly/1dk7jOt
                                May 20, 9:52 AM
                                Reply
                                  • David Jackson
                                    Thoughts on $YHOO (and $BABA):
                                    May 20, 6:40 AM
                                    Reply (51)
                                  • View all 51 replies
                                    • David Jackson: Ugly Duckling, Genius idea! Which entity would the management team be part of? :-)
                                      Fri, 11:50 AM
                                    • Ugly Duckling: Maybe spin them off into a third entity which runs at an NOL. A KKR can buy into that like they did to WAMU.
                                      Fri, 12:02 PM
                                      • David Jackson
                                        Would you buy Fitbit $FIT in its IPO? How threatened is it by the $AAPL watch? http://bit.ly/1FT17Yq
                                        May 8, 2:14 AM
                                        Reply
                                          • David Jackson
                                            $CSOD was up 6% after mixed results. It had become a cheap growth stock; low expectations? http://seekingalpha.com/n/1hjdg
                                            May 7, 3:06 AM
                                            Reply (1)
                                            • David Jackson: You know a stock is getting cheap, sentiment is weak if people start saying it should be acquired. For $CSOD http://seekingalpha.com/a/1v1ik
                                              May 7, 3:09 AM
                                              • David Jackson
                                                Will $FB buy $TWTR? No, because $TWTR doesn't fit $FB's acquisition criteria: http://seekingalpha.com/c/vawqw
                                                May 5, 9:14 AM
                                                Reply
                                                  • David Jackson
                                                    Will $LNKD buy $CSOD? Suhail Capital thinks it should: http://seekingalpha.com/a/1v1ik
                                                    May 4, 6:44 PM
                                                    Reply
                                                      • David Jackson
                                                        Richard Fearon's thesis on $MCGC was exactly right: http://seekingalpha.com/a/18l7v
                                                        May 1, 10:35 AM
                                                        Reply (8)
                                                      • View all 8 replies
                                                        • Chris DeMuth Jr.: Please stay tuned. To be continued...
                                                          May 5, 7:39 AM
                                                        • David Jackson: Looking forward...
                                                          May 5, 8:54 AM
                                                          • David Jackson
                                                            Lots of tech stocks moving massively on earnings and guidance: http://bit.ly/1rhk1gp
                                                            Apr 30, 5:09 PM
                                                            Reply
                                                              • David Jackson
                                                                The once invincible $LNKD is down 20% after-hours. http://seekingalpha.com/n/1h1k2
                                                                Apr 30, 5:06 PM
                                                                Reply (6)
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                                                                • Special Situations and Arbs: Social Media stocks are in a huge bubble never know when the burst begins, could be now.
                                                                  Apr 30, 7:12 PM
                                                                • Special Situations and Arbs: I don't see any of them, facebook included skipping the pain.
                                                                  Apr 30, 7:12 PM
                                                                  • David Jackson
                                                                    I'm totally enjoying this discussion of $YHOO: http://seekingalpha.com/a/1ul36
                                                                    Apr 30, 8:30 AM
                                                                    Reply (1)
                                                                    • Chris DeMuth Jr.: Me too!
                                                                      Apr 30, 9:40 PM
                                                                      • David Jackson
                                                                        Outstanding comment by hedge fund manager Chris DeMuth on $YHOO and $AOL http://seekingalpha.com/a/1ul36
                                                                        Apr 28, 7:22 AM
                                                                        Reply (2)
                                                                        • Chris DeMuth Jr.: Thanks, David. This idea is in the theme of shareholders needing to work when M&A targets have conflicted managers: http://bit.ly/1aDpU5A. C
                                                                          Apr 28, 7:45 AM
                                                                        • David Jackson: Thanks for the link. Looking forward to reading it.
                                                                          Apr 28, 7:59 AM
                                                                          • David Jackson
                                                                            Fascinating: How 'Not' Being Long Yahoo Is Now A Contrarian Idea $YHOO http://seekingalpha.com/a/1ukl4
                                                                            Apr 28, 4:50 AM
                                                                            Reply
                                                                              • David Jackson
                                                                                Excellent comment on $TST: http://seekingalpha.com/c/v1o7s
                                                                                Apr 27, 4:54 PM
                                                                                Reply