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Eli Hoffmann

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  • CCME: Extensive Research Confirms It's the Real Deal [View article]
    To further clarify:
    1) We did ask permission from Ping Luo and were granted; it seems the firm subsequently decided it would rather we not do so.
    2) We do this on occasion when we come across sell-side research we think would be interesting to our audience. CCME has been a hot topic lately, and this was (to my knowledge) the first report from a Wall Street firm.
    3) The report came across our desk via the regular channel (Reuters) - not via one of the CCME bulls or bears.
    Feb 20, 2011. 11:21 AM | 2 Likes Like |Link to Comment
  • CCME: Extensive Research Confirms It's the Real Deal [View article]
    To set the record straight:

    1) GH did not pull its research. They just asked us to take it down in order to protect their copyright.

    2) We had explicit permission to post the research from the analyst that wrote the report. It seems that GH rethought its approach about allowing a third-party site to host much of the report, and asked us to take it down, and we of course complied.
    Feb 19, 2011. 03:54 PM | 5 Likes Like |Link to Comment
  • China MediaExpress: Groundwork, Research, And Videos to Disprove Allegations [View article]
    2 links to the Muddy Waters report, with the 2nd somewhat more reliable:

    Feb 3, 2011. 04:08 PM | 4 Likes Like |Link to Comment
  • Building an Optimal Dividend Portfolio: Keep It Simple [View article]
    Since the table was obviously not taken "courtesy of Dividend Growth Investor" it has been removed from the article.
    Jan 13, 2011. 04:47 AM | 7 Likes Like |Link to Comment
  • A JPMorgan (JPM) customer explains why he uses payday loans, at 287% interest, over applying for a credit card: "Here, I feel respected. At J.P. Morgan, when I walk in, I feel very small, and not particularly important."  [View news story]
    To make it clear,

    Alphaman1's original handle had been "SA Editor Alphaman." Clearly he/she is not an SA editor. We have changed his handle.
    Dec 27, 2010. 07:15 AM | 8 Likes Like |Link to Comment
  • Whitney Tilson: Why We're Short Netflix [View article]

    We agreed, and asked Ananthan to turn his comment into an article.

    It can now be read and responded to here:
    Dec 20, 2010. 04:16 AM | Likes Like |Link to Comment
  • What the Thumbs Up with That? [View instapost]
    Much of the new comments system - for which you guys were totally the impetus - has already been spec-ed. And that's correct - we've done away with thumbs down (if you disagree with what I've said, then take the time to write a counter-comment and tell me why), and are opting instead for two levels of positive feedback: Like and Outstanding.

    You will be able to Like as many comments as you want. So it can be the tool to say, "Hey - I read your comment, thanks for participating."

    But Outstandings will be limited (maybe 2/hour?), and will have much more sway in comments ranking (exact ratio to be determined).

    I don't have a final date for when development of this will be finished, but will let you know when I do.
    Dec 17, 2010. 04:50 AM | 8 Likes Like |Link to Comment
  • Cramer's Lightning Round - Stop Fearing Gold (12/15/10) [View article]
    Great job Miriam. Super summary!
    Dec 16, 2010. 09:08 AM | 2 Likes Like |Link to Comment
  • Orexigen: Don't Count Contrave Out Yet [View article]
    Great call on this one Ruthanne.
    Dec 8, 2010. 05:01 PM | 1 Like Like |Link to Comment
  • CEF Weekly Review: Debt to Equity Transition [View article]
    Dear folks,

    With all due respect to all the concerned parties, we will not allow these comment streams to descend into mudslinging and personal attacks.

    If anyone feels they have substantive points of debate about the topic discussed in the article, by all means use the comment stream, and let your arguments speak for themselves. If you'd like to publish a rebuttal article, we'll consider that too.

    If anyone feels there are blatant errors, and have evidence to prove it, they're welcome to submit an official dispute.

    If anyone feels someone else's articles aren't up to snuff, no one is forcing anyone to read anything.

    Please take the personal attacks elsewhere. And please do not respond to my comment by thanking me for taking action. My comments here are not intended to fault anyone for the tone of the threads, but simply a request to keep the discussion focused from all perspectives.


    Nov 9, 2010. 07:26 AM | 4 Likes Like |Link to Comment
  • What the Thumbs Up with That? [View instapost]
    Hi Folks,

    David and I spent some time discussing this today, and here's our proposal. Please let me know what you think, because we'd like to roll this out ASAP:

    1) Remove down thumbs altogether. If a comment is rude, abusive, or way off topic, it should be reported and deleted - not down-thumbed. If you disagree with the comment, then disagree (see below), but that should not impact the commenter's rating.

    2) Acknowledge a comment, and let the commenter know you've read his thoughts, by Agreeing or Disagreeing with what he's said. Agrees/Disagrees will be counted and noted on each comment, but will not affect one's ranking. As people have said, it's important to know that other users are reading what they write.

    3) Star an Outstanding comment. This can only be done only once every two hours. Limiting the frequency with which one can star Outstanding comments will hopefully, a) largely eliminate the possibility of someone manipulating their own rating by starring their own comments repeatedly. B) Force people to use the star as a comment rating, not a popularity contest. And c) potentially give much greater value to a star, the hope being that if you only get a very limited number of them, you will reserve them for truly outstanding comments.

    4) Abuse reporting remains the same.

    5) With launch of revised system, initiate a 90-day trailing window. At first, people with currently high legacy rankings will remain at the top, because their up-thumbs will convert to stars. But over the next 90 days, the system will gradually shed the up-thumbs so that by the end of 90 days, the system will reflect Comment leaders based entirely on starred (outstanding) comments. This will continue going forward: Comment leaders will be those with the highest number of stars over the past 90 days, which means newbies don't face an insurmountable uphill climb to get on the leader board. It would also mean that leader boards would reflect active commenters and shed unactive ones, which is really the main purpose of a leaderboard - to help other users find the smartest/best/most articulate active commenters on the site.

    What do you think?
    Nov 8, 2010. 06:10 PM | 11 Likes Like |Link to Comment
  • Harbin Electric: Hope and the Magic Margin Machine [View article]
    Investigator of Market Manipulation,

    I like your suggestion and will bring it up with the management team.


    Nov 6, 2010. 05:59 PM | Likes Like |Link to Comment
  • What the Thumbs Up with That? [View instapost]
    Hi Folks,

    Some amazing (thought-provoking :-)) ideas here. Thanks to DM for the huge amount of time and thought you've invested in this.

    I note that the trolls have thankfully not appeared on this thread, nor on recent QC's, but that doesn't mean we should wait for them to return.

    To summarize what I think are some key takeaways from the discussion (please tell me if you have further thoughts, or if you think I am missing things):

    1) Using agree/disagree would allow people to say they've read a comment, without affecting the rating.

    2) Limiting the frequency of up/down thumbing could significantly reduce the problem with trolling, as well as people boosting their own ratings by creating an alter-ego to up-thumb their entire comment universe. If we were to really limit the ability to up-thumb (say 3/hour?), and rename it "Oustanding Comment!," perhaps it would become a more reliable measure of truly worthy comments (and commenters)?

    3) The ability to ignore people: I am aware that this exists on message boards. It sounds like it should work, but I'm not sure that it does. Blocking someone from Direct Messaging you is quite simple, but the dynamics of ignoring parts of a public discussion make for some pretty weird situations, and IIRC tend to lead to a lot of comments like this, "Putting you on ignore..." "Umm... I thought you were ignoring me..."

    A couple thoughts:

    4) Perhaps we should do away with down-thumbing altogether? We are pretty quick at getting rid of spammers (weekends can get a bit slow, but generally we check abuse reports every few hours and more frequently during peak times), and down thumbing them doesn't accomplish anything (but please do report abuse!). With consistently rude people (name calling, etc.), we should be deleting their rude comments (we do NOT want to turn SA into another YF!), and ultimately blocking them from the site if they fail to abide by the guidelines of our community.

    5) A variation on OG's suggestion to "refresh" once a year, what if we used a 3 or 6-month window to rate top commenters, instead of the current "all-time rating"? It would mean that the people at the top of the list are currently active commenters, and would also mean that a newbie wouldn't need to feel like he has no chance of ever achieving popularity and recognition.

    6) FWIW, even if you were to reduce all of SA's motivation to strictly dollars and cents (and I hope we're a little bit better than that), as a business proposition, we are strongly aligned with maintaining the quality of our core community. That, perhaps above all else, is what makes SA unique, as you note above. To let things slip into mudslinging and antisocial behavior is not in our best interest, and I hope we will continue to err in the direction of user experience and community quality over raw page views.

    There is a lot for me to digest here, and I may have missed some key points, but I think the suggestions above are stellar, and I plan to advocate strongly for change. I will keep you informed of what we're doing; please continue to update me on your discussions.

    Nov 6, 2010. 05:53 PM | 6 Likes Like |Link to Comment
  • What Happens to Motorola When Verizon Starts Selling Apple's iPhone? [View article]

    Please keep the discussion investment relevant. This is not the place to discuss what you think about management's personal lives.
    Oct 31, 2010. 05:00 PM | 3 Likes Like |Link to Comment
  • Harbin Electric: Hope and the Magic Margin Machine [View article]

    Please keep the comments relevant to the article. If you have strong arguments that refute the author's opinion, let them stand on their own without having to engage in a personal hatchet job.


    Oct 25, 2010. 02:49 PM | 1 Like Like |Link to Comment