Seeking Alpha
View as an RSS Feed

George Acs  

View George Acs' Comments BY TICKER:
Latest  |  Highest rated
  • Twitter Fatigue [View article]
    With hundreds of millions of users there are bound to be some people of celebrity worth following and who will engage a constructive follower.

    I've found that to be the case and they can make the experience worthwhile. Conversely, you can become that same kind of person for someone else, as well as developing a peer to peer kind of association with others.

    Try it. The real challenge is finding the right people to follow and working on engaging with them. It can actually be fun.

    Beyond that, it also can simply be used as a good newsfeed from whatever sources you rely upon or trust and that don't barrage you with trivial new.
    May 3, 2014. 09:21 AM | Likes Like |Link to Comment
  • Twitter Fatigue [View article]
    Thank you. Good philosophy. Keep those trades happening while you're off doing something else, but most of all keep that health running at peak level so that there are lots of happy trades ahead.
    May 2, 2014. 06:10 PM | Likes Like |Link to Comment
  • Heating Up The Cold War [View article]
    Maybe I meant astrology. Or as Fred Gwynne would have said "Ute?"
    May 2, 2014. 03:44 PM | Likes Like |Link to Comment
  • Twitter Fatigue [View article]
    You are correct that timeline views don't contribute to revenue. That's why those who do not "Tweet" do not contribute. There is an association between actually engaged in Tweeting and revenue production as only someone who is actively engaged can generate revenue. Since people can and do have follower lists in the tens of thousands, advertisers aren't interested in PPV models (pay per view) as those promoted Tweets would vanish in an instant in such a stream. They are interested in PPC (pay per click). Facebook, on the other hand offers both, as the page is static unless the user actively scrolls

    Tweeting is an active event that may include sending a message, re-tweeting, favoriting or in the case of a promoted tweet, clicking on a link.

    The body of the article more precisely distinguished from people who are entirely passive, using Twitter only as a news feed and not interacting.
    May 2, 2014. 03:25 PM | Likes Like |Link to Comment
  • Heating Up The Cold War [View article]
    I'm wearing that repeat button out.

    As an indictment of myself, I wanted to use "ursine" in my previous response to you, but just couldn't recollect the word. Both my Latin and grasp of astronomy are just fine, it's just the brain is on general hiatus (does that count as a Latin noun?)
    May 2, 2014. 02:44 PM | Likes Like |Link to Comment
  • Twitter Fatigue [View article]
    The IV (implied volatility) is usually expressed as a percentage and is based upon the premiums for the near the money calls and puts of a particular stock, relative to that strike price. The shorter the time frame of the option the more accurate is that IV.

    If you add those premiums together and either add or subtract from the strike price that will indicate the range, with upper and lower boundaries.

    You can look at for more detail and an example
    May 2, 2014. 02:21 PM | 1 Like Like |Link to Comment
  • Heating Up The Cold War [View article]
    If there was a "re-tweet" button, I'd be doing that right now, although re-tweets are not necessarily endorsements.

    You're right. Bears are greatly misunderstood gentle souls. Yogi wasn't just the product of someone's fertile imagination, although he was most likely a composite figure based upon his keen sense of fashion, but inability to select the appropriate wine to go with the entree.
    May 2, 2014. 02:14 PM | Likes Like |Link to Comment
  • Twitter Fatigue [View article]
    AS they used to say "if you're not paying for itis, then you are the product."
    May 2, 2014. 12:56 PM | Likes Like |Link to Comment
  • Twitter Fatigue [View article]
    Obviously, there can be a wide range of experiences.

    One of the shortcomings is that Twitter has done an absolutely horrible job of educating people how to best use the platform and what can be done with it as an entertainment or informational tool.

    As with Facebook, you can actually develop of community of "friends" and you can share things with them, whether links to articles, photos, jokes, etc. The real utility comes in when you find like minded or complimentary people or resources that are constructive, helpful, funny, etc.. rather than nasty, derogatory, etc..

    Ultimately, I think that the more people you "follow" the more dilute and meaningless is the experience. Instead of getting caught up in the numbers, as many do, just go for quality.
    May 2, 2014. 12:54 PM | Likes Like |Link to Comment
  • Twitter Fatigue [View article]
    I think the secret is finding the right people to follow and who will also engage with you either directly or by re-tweeting or "favoriting" something you've said.

    As you find some of those people it suddenly becomes not just useful, but fun, too.

    Still, you have to work at it to get that engagement, but it really is egalitarian. Once someone of stature sees that you're not a "troll" they will constructively engage with you and it's actually very nice seeing those interactions get spread through the network of connections.

    Now, if they can just figure out how to consistently make money.
    May 2, 2014. 12:40 PM | 1 Like Like |Link to Comment
  • Twitter Fatigue [View article]
    Thank you. I obviously enjoyed writing it, because I just could stop doing so.
    May 2, 2014. 12:37 PM | Likes Like |Link to Comment
  • Twitter Fatigue [View article]
    Very nice.

    There are many ways to skin a cat and being long shares at the right time is the traditional way and works just fine.

    The range of strategies can be an embarrassment of riches and one can be found for every temperament.

    I happen to really, really like covered options, whether buy/write or covered puts and especially love seeing stocks that show no net movement over time generate really great gains.

    It's just another way.
    May 2, 2014. 12:36 PM | 1 Like Like |Link to Comment
  • Twitter Fatigue [View article]
    Thank you.

    There are advantages and disadvantages to both variety, but ever since they've been on the scene I've come to use the weekly options much more than the monthly, especially with volatility so low and generally less time value on the longer contracts.

    I especially like those positions that also have expanded weekly options, as that really creates many more paths, especially when looking for rollovers.

    I'm not certain what stance you're referring to regarding Facebook. It was a stock that I was long and defended the decision, prior to the first big lock up expiration. However, most recently my participation has been through put sales.

    I, on the other hand, always look to sell, as I don't begrudge Uncle Sam and want to secure profits, having seen far too many evaporate. However, I believe in serial buy and hold, whereby the same position is owned (or sold short) over and over again, mostly generating return via dividends and especially option premiums.

    As far as Twitter goes, I follow very few people and almost exclusively in finance. I value their opinions on a range of topics and value their humor and engagement. But when it comes to real news, like you say, and as we've learned in the past, it can be hit or miss regarding the validity of what's been tweeted, so it's best not to get terribly excited when reading something.

    "Trust, but verify" has lots of applications. Twitter is one place where that axiom is well suited to be applied.
    May 2, 2014. 12:33 PM | 1 Like Like |Link to Comment
  • Heating Up The Cold War [View article]
    Well, now that you put it like that, I suppose not.
    May 2, 2014. 12:24 PM | Likes Like |Link to Comment
  • Twitter Fatigue [View article]
    But why do you think that those groups are representative?

    I don't have the statistics at hand, and am too lazy to look them up, but about a week or two ago some data was released that showed a very large and surprising proportion of registrants didn't Tweet and, therefore, didn't contribute to revenue.

    It may be a "must have," as for a news feed, but that's not going to pay the bills and it's not going to generate profits.

    Twitter has acknowledged the problem with user growth and engagement. The fact that the program may have significant utility isn't at issue. It's more an issue of how it is used and whether or not that use can be a money machine.
    May 2, 2014. 12:06 PM | 2 Likes Like |Link to Comment