Seeking Alpha

Michael Eisenberg

View as an RSS Feed
View Michael Eisenberg's Comments BY TICKER:
Latest  |  Highest rated
  • 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
  • The 787 Dreamliner Is The Titanic Is The Tower Of Babel [View article]
    This will be interesting - DB hosting a conference call on Boeing

    Monday January 28th 2013
    3pm ET

    Update on Boeing 787

    Hosted by:

    Myles Walton
    DB Aerospace / Defense Analyst


    R. John Hansman
    MIT Aeronautics/Astronautics Professor, Director of MIT International Center for Air Transportation

    Dr. Hansman consults and serves as a member of numerous advisory and technical committees including the Congressional Aeronautics Advisory Committee, the FAA Research and Development Advisory Committee, the FAA WAAS Independent Review Board, and the NASA Advanced Air Transportation Technologies Executive Steering Committee. He serves on several editorial boards including the Air Traffic Control Quarterly. He has over 5650 hours of pilot in-command time in airplanes, helicopters and sailplanes, including meteorological, production and engineering flight test experience.

    US: (800) 309-8606
    Intl: (706) 679-0645
    Conf ID: 94517001

    1 Week REPLAY:
    U.S: +1 855-859-2056
    Intl.: +1 404-537-3406
    Access 94517001
    Jan 28, 2013. 09:25 AM | Likes Like |Link to Comment
  • The 787 Dreamliner Is The Titanic Is The Tower Of Babel [View article]
    Well Argued by all here. My blog post (originally posted on my personal blog) was not about Boeing's stock. I make no recommendation on that based on the Dreamliner. My point was philosophical even if I think it does/can impact businesses. I hope the Dreamliner is a success. I fly a lot and it looks a lot more comfortable.

    I accept the points that it is possible that these are just teething pains and that the 787 will be a huge long term hit. I also agree that the Comet and the A380 may be better examples for now. Someone on my Facebook page also suggested Project Better Place is a better example than the Dreamliner and was better proof of the point I was making (see:

    Breakthrough technologies is what I earn a living from and I am certainly in favor of. Pushing the limits of the technology and our capability is what we all strive for. However, it is worth noting that Facbebook did not start in a grandiose way but it became really large. Same with Intel. Same with Cisco and even Apple (just an iPod music player). I could go on. My issue is with hubris and grandiose plans that end up in the scrap heap of history and do not move the human spirit forward. (written in an airline loungs between 747-400 flights).
    Jan 17, 2013. 08:39 AM | 1 Like Like |Link to Comment
  • A 4 Point Plan For Yahoo's Digital Media Future [View article]
    Jan 17, 2013. 08:28 AM | Likes Like |Link to Comment
  • Remember Mellanox [View article]
    use Google Translate on this
    Jan 6, 2013. 04:47 AM | Likes Like |Link to Comment