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Eli Hoffmann

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  • My Last Article And My Last Best Idea [View article]
    duke1,

    Our intention with SA Pro was to incentivize high-quality ("Alpha-Rich") opportunity-driven research by offering a small embargo (24 hours) to users willing to pay for it, and turning much of that additive revenue (or, at this early stage, all of it and then some) back to contributors. Unlike most articles, "Pro" articles receive guaranteed minimum payments that are significantly higher than the average "ad-revenue share" non Pro articles receive.

    So far, we've seen a significant uptick in high-quality long/short ideas, which are the meat-and-potatoes of Pro. You can see the full stream of articles here (except for any articles published in the past 24 hours): http://bit.ly/11N8sXB

    Contributors told us that most alpha opportunities, not surprisingly, are in lesser-followed stocks. Because of this, the ad-share model works poorly for alpha-rich opportunities, because on average they receive far fewer page-views. Hence, the guaranteed minimum payment.

    Are there some contributors that would have shared anyway? Yes. Are they happier with the current model (minimum flat payment) than they were with the page-view model? I imagine so. On balance, are all SA users getting a much richer stream of "Alpha-Rich" opportunity-driven long and short ideas - albeit with a small embargo? I believe so.
    May 18 04:01 PM | 2 Likes Like |Link to Comment
  • My Last Article And My Last Best Idea [View article]
    D1,

    I'm not sure why you felt the need to take a dig at us. At any rate, at the risk of sounding semantic, I want to clarify our model: We do not pay for research. We are not a paid research platform, and our best contributors' research (and Thomas is clear among the best) is pretty darn close to priceless. What we do is share ad revenues with contributors so that they profit together with us. Contributors such as Thomas aren't in it for the little money we can offer, but we feel it's only fair that they take part in our success.
    May 17 09:09 AM | 3 Likes Like |Link to Comment
  • Two old Jonathan Lebed/momentum trader favorites - BroadVision (BVSN +14.9%) and Synacor (SYNC +16.1%) - are shooting higher. This morning, BroadVision announced giant Japanese carrier NTT will use the company's software to power a cloud-based enterprise task management service, and Synacor announced (in what doesn't seem like big news) it would demo its Cloud ID solution (allows TV Everywhere logins via Facebook/Twitter/Google+) at this week's Google I/O conference. [View news story]
    BVSN - a flash from the past. Would need to see it break above $13-15 before taking anything too seriously.
    May 14 11:34 AM | Likes Like |Link to Comment
  • Aereo seems to be expanding faster than broadcasting networks can fire off their legal missives. The company announced it will be available in Atlanta on June 17 to be followed shortly by another 21 cities. Backed by InterActiveCorp (IACI +0.7%), the re-transmission upstart continues to be a thorn in the side of the media industry, particularly CBS (CBS +1.1%) with its reliance on fees from pay-TV operators. [View news story]
    What are the key advantages of cloud DVR? How does internet ($50) plus Aereo ($12 for 60 hours) differ from FiOS ($80)?
    May 14 10:15 AM | Likes Like |Link to Comment
  • My Last Article And My Last Best Idea [View article]
    Thomas,

    It's been great having you as a Pro contributor, and you'll be missed by this reader/editor and I expect others as well.

    But I think you've made a real name for yourself here. Were I looking for a fund manager right now, you'd be on my short-short list!

    Eli
    May 13 03:40 PM | 4 Likes Like |Link to Comment
  • Key Items To Consider For Velti's May 13, 2013 Earnings Report [View article]
    Any thoughts on this?

    http://bit.ly/179jK9u
    May 10 09:52 AM | Likes Like |Link to Comment
  • Intuitive Surgical (ISRG) issues "urgent medical device notification" regarding "micro-cracks" (which the company warns may not be visible to the naked eye) in mono polar curved scissors that could result in leaks, creating a "pathway for electrosurgical energy" to reach tissue, causing "thermal injury" (i.e. burns). Shares -2.63% premarket. (Herb Greenberg[View news story]
    Scary story. Does this basically mean that DaVinci is unusable as is?
    May 10 09:28 AM | Likes Like |Link to Comment
  • Xinyuan Real Estate (XIN): Q1 EPS of $0.37 vs. $0.31 last year. Revenue of $169.4M. (PR[View news story]
    I'm not sure how that happened. This time I think we really got it right!
    May 10 08:49 AM | Likes Like |Link to Comment
  • The Problems With Ackman's Thesis On Procter & Gamble [View article]
    Isn't it management's job to maximize shareholder value? As far as setting expectations, they should be realistic, not optimistic.
    May 10 08:47 AM | 7 Likes Like |Link to Comment
  • What Is Imperial Holdings Worth? Free 1 Month Cruise To The Bermuda Triangle For 636 Of Imperial's Insureds [View article]
    Why doesn't IFT (or Beal) just take itself private?
    May 10 08:09 AM | Likes Like |Link to Comment
  • Why I Believe Molycorp Will Trend Lower [View article]
    Any thoughts after last night's positive surprise?

    http://seekingalpha.co...
    May 10 08:03 AM | Likes Like |Link to Comment
  • Can Uroplasty Drive Adoption Of Its Better Mousetrap? [View article]
    How/if is this relevant to your case?

    http://bit.ly/12iFzPM
    May 10 07:54 AM | Likes Like |Link to Comment
  • Xinyuan Real Estate (XIN): Q1 EPS of $0.37 vs. $0.31 last year. Revenue of $169.4M. (PR[View news story]
    Thanks jrxs4all. We've corrected that.
    May 10 07:52 AM | 1 Like Like |Link to Comment
  • IPO Preview: ING U.S. [View article]
    Nice pre-IPO call!
    May 2 03:28 PM | Likes Like |Link to Comment
  • The Gulf Of Mexico Is A Winner For This Independent [View article]
    Nice call pre-earnings!
    May 2 03:21 PM | Likes Like |Link to Comment
COMMENTS STATS
532 Comments
565 Likes