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Michael Eisenberg  

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  • My Bet On Seeking Alpha's Future [View article]
    As the first investor and board member in Seeking Alpha, I publicly want to thank you David for the vision, vim and vigor that brought Seeking Alpha to vibrancy. As a contributor, I have experienced the remarkable hive brain power and insights of the Seeking Alpha community. As someone who knows you over 20 years, I can say that you brought your heart and A game to Seeking Alpha and that when the time was right you and you were tired, you handed over the reins to Eli, having put in place someone who could take over.

    Onward and upward for Seeking Alpha and its community!
    Jul 2, 2015. 09:14 AM | 9 Likes Like |Link to Comment
  • Zynga: A Look At Grossing Ranks [View article]
    In the world of internet and mobile, product creativity, quality and vision win. Generally, founders who had the original vision are the only ones able to deliver on that product experience needed to win.
    Apr 16, 2015. 01:11 PM | 1 Like Like |Link to Comment
  • Zynga: A Look At Grossing Ranks [View article]
    I bought the Dip when Pincus came back. I like founders going back to companies.
    Apr 16, 2015. 04:25 AM | 3 Likes Like |Link to Comment
  • Twitter Squashes The Cockroach [View article]

    Full disclosure as we are an investor in Meerkat. Second, TWTR purchased Periscope before Meerkat launched but did not announce it until after Meerkat was taking SXSW. Third, suggest you look at these stats Yellow is Meerkat so not so squashed.
    Apr 12, 2015. 12:24 AM | Likes Like |Link to Comment
  • What The End Of The Suburbs Means For Investors [View article]
    NYC, Seattle, Austin, DC, berlin
    Jun 24, 2014. 06:42 AM | Likes Like |Link to Comment
  • Does Private Equity Deliver Alpha [View article]
    There is no index in VC worth looking at. The index loses money. Returns are completely concentrated at the top. If you cannot get into the top funds or top emerging funds you will both lose money and reduce the outcome for some other funds that might be on the bubble.

    See this:
    Jun 15, 2014. 10:40 AM | Likes Like |Link to Comment
  • PayPal chief leaves to become Facebook's messaging chief [View news story]
    Facebook just hit the jackpot. David Marcus is a great exec.
    Jun 9, 2014. 11:35 PM | 1 Like Like |Link to Comment
  • Marin gets a new CEO; full-year guidance above consensus [View news story]
    $MRIN - follow it. @daveyovanno used to be CEO at Gigya. The guy is rockstar.
    May 12, 2014. 04:14 AM | Likes Like |Link to Comment
  • What The End Of The Suburbs Means For Investors [View article]
    Actually all the suburban mall companies fall into that category. You could also go long urban commercial real estate.
    Jan 21, 2014. 09:15 AM | 1 Like Like |Link to Comment
  • Treasury exits rest of GM stake [View news story]
    The Obama government loses 20X what they lost on Solyndra and nobody says a word!!
    Dec 10, 2013. 09:55 AM | 1 Like Like |Link to Comment
  • Compugen EPS of -$0.12 [View news story]
    I am Long $CGEN. conference call details on trajectory will be important. Not Q3 results.
    Oct 29, 2013. 09:47 AM | Likes Like |Link to Comment
  • Farewell For Now Seeking Alpha [View article]
    Sean -
    Great article. Thanks for your contributions over the years. You know what would be revolutionary? If you could get the compliance wonks at CIBC to let you keep writing. I am sure your insights will only grow more valuable from within the firm and you can brand as a CIBC trader!
    Jul 23, 2013. 05:49 AM | 3 Likes Like |Link to Comment
  • Europe's Lost Generation [View article]
    And they have no children which is killing both optimism and their economic future.
    Jun 13, 2013. 11:10 AM | Likes Like |Link to Comment
  • Yahoo Actually Has Remarkable Potential [View article]
    The other area they are making real progress in is search share. As google scared away a lot of search syndication partners with their new compliance changes, Yahoo has picked them up. Should be good for a few points of Gross margin.
    Jun 3, 2013. 04:42 AM | Likes Like |Link to Comment
  • Vringo (VRNG +12.7%) has soared over the last 90 minutes of trading, apparently thanks to speculation about a settlement with Microsoft. A letter dated March 27 from a law firm representing Vringo states Microsoft and Vringo are "discussing settlement." Vringo sued Microsoft in January, alleging infringement of its search IP. [View news story]
    In note early today, Mark Argento at LakeStreet surfaced the filing and the possible $VRNG settlement with $MSFT. $VRNG up 16% today. Argento is a real guy and if you look back at the last note I posted from him, he called for a $6 stock price on $VRNG. (FD: Long VRNG)
    Mar 28, 2013. 05:04 PM | 2 Likes Like |Link to Comment