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Guy Cohen  

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  • The Future Of Seeking Alpha, From One Contributor's Perspective [View article]
    Envoy - thank you for the comment here. Can you provide some examples of specifically what is frustrating you?

    Are you referring to individual quote pages? We have rolled out the new "Latest" tab which allows you to see the most recent news or analysis on any individual ticker (timeliness is something we've found to be very important to our users). If you'd like separate out Analysis from Breaking News or Transcripts we have them as subtabs as well.

    We also have a "from other sites" section below all of our own SA content which we aggregate from other sites we think have valuable content and try to ensure it is all primary ticker tagged (we're not perfect).

    We value your opinion - so please do share your feedback.

    Mar 26, 2015. 04:32 PM | 1 Like Like |Link to Comment
  • SA Contributors Position For 2015 [View article]
    Pretty sure "Margin of Safety" was quoted in each article - BG would be proud :-)
    Dec 29, 2014. 09:09 PM | 1 Like Like |Link to Comment
  • There Is No Chance Apple Pay Will Disrupt The Payments Ecosystem [View article]
    What do you think about JP Marks recent article on the new EMV system requirement which will have NFC integrated into each machine?
    Nov 9, 2014. 07:26 PM | 2 Likes Like |Link to Comment
  • Announcing This Week's Outstanding Performance Awards - The GeoTeam And Joe McCann [View article]
    The background is a really nice addition, thank you Daniel!
    Oct 10, 2014. 10:00 AM | Likes Like |Link to Comment
  • Is Everyday Health A Healthy Addition To Your Portfolio? [View article]
    Do you think it's fair to compare LinkedIn and AOL to EVDY? Please elaborate.

    Also - what are your thoughts around Don Dion's article:
    Oct 3, 2014. 12:46 PM | Likes Like |Link to Comment
  • Why Morgan Stanley Will Grow While Other Financials Remain Flat [View article]
    Thanks Leigh - interesting take. Unfortunately I do not think Morgan Stanley has the brightest future, especially in the Financial space. I know your article is specifically about the earnings estimates but let's take a look at the MS business model:

    Morgan has done a number of things wrong in the last 24 months. They finally completed the merge with Smith Barney and created a divided house in doing so - MS employees and SB employees may as well be foreigners speaking different languages. With this integration the system transition led to a massive flood of Financial Advisors (some of the biggest PWM teams in the nation) jumping ship to other firms. That's just the beginning of the problem - FA margins are being cut left and right and MS isn't nearly as flexible with there rates on equity loans and express credit lines (Merrill is pretty awful as well but Wells Fargo is known for undercutting everyone in the industry.

    I am not speaking about their underwriting business as I know they are a major player in the space but from a wealth management perspective (yes they have an army of 18,000 FAs) we will see a major shift in the next 10-20 years. People will no longer pay there brokers 150 basis points for sitting around and reading the newspaper - not when companies like WealthFront are charging 1/10 the price while providing the same level of service and generating equal or greater returns.
    Apr 16, 2014. 07:45 PM | Likes Like |Link to Comment
  • Rubicon: A Programmatic Pure Play [View article]
    PoF - here is an article I think will help better educate readers on the amount of potential jobs lost not just in this industry, but the overall jobs market:

    Smarter software = less employees... What will highway patrolman do once driverless cars dominate the streets (capped at speed limit rates).... what will insurance companies do once these cars begin interacting with each other to prevent accidents....
    Apr 14, 2014. 02:11 PM | Likes Like |Link to Comment
  • Rubicon: A Programmatic Pure Play [View article]
    Excellent article Greg, Bravo!

    Well articulated and surely food for thought considering the future potential within this industry. Always nice to hear from someone on the ground floor who can see the landscape shifting before the transition actually takes place.

    Apr 14, 2014. 10:50 AM | 1 Like Like |Link to Comment
  • Valuable Insights And Seeking Alpha [View article]
    Excellent work Chris!
    Apr 3, 2014. 05:12 PM | Likes Like |Link to Comment
  • 3D Systems Is The Phil Ivey Of 3-D Printing, Versatile And Smarter Than $26 Bears [View article]
    Big fan of Phil Ivey - thanks for the article, great stuff.
    Mar 24, 2014. 10:23 AM | 2 Likes Like |Link to Comment
  • A Short With Benefits: Benefitfocus [View article]
    Thanks for the response Sniper - the coming months will be a true test to the resilience and investor confidence in the future of BNFT.
    Mar 12, 2014. 09:04 AM | Likes Like |Link to Comment
  • A Short With Benefits: Benefitfocus [View article]
    Thank you for the article sniper fund... very informative and always interesting to see an underwriting with conflicts of interest.

    The macro factor of the fed tapering will affect all stocks - not just cloud computing.

    Other than the plateaued margins (30% less than other industry competitors) and the smaller YOY growth rate - can you elaborate more about their fundamentals.

    How does their balance sheet compare to that of competitors?
    Mar 11, 2014. 08:49 AM | Likes Like |Link to Comment
  • Berkshire Hathaway's Performance Vs. The S&P Is An Artifact [View article]
    "Investment is most intelligent when it is most businesslike".

    The truth is - and same goes for any other behemoth like Berkshire or PIMCO - is that the value of this company is not only in the tangible assets - but the humans that are the driving force for each business unit.

    Buffet has planted the right seeds by putting executives who he believes can perform (Ajit Jain, Tony Nicely) in the right place.

    The question from a 30,000 foot view is: who will be able to take over and lead the company as Buffett has over the past 50 years. The reason Berkshire is so successful is directly attributable to his astonishing and unforgiving investment discipline.

    If Mr. Buffett was immortal I would buy BRK and never look back... unfortunately he is not and Charlie Munger is 90 years old... who will be next to sit on the Iron Throne, and will they be able to thrive, as The Oracle has?
    Mar 5, 2014. 02:31 PM | Likes Like |Link to Comment
  • Is American Realty Capital A Monster Or A Machine? [View article]
    Brad - thank you for another well presented and thorough analysis - although I have to disagree with you... My Wildcats (Arizona) are the team to watch for this month :)
    Mar 3, 2014. 10:44 AM | 1 Like Like |Link to Comment
  • How Todd Combs And Ted Weschler Outperformed The S&P 500 And Warren Buffett In 2013 [View article]
    Thanks for the work - very informative!
    Mar 3, 2014. 09:32 AM | Likes Like |Link to Comment