Seeking Alpha

Michael Eisenberg

 
View as an RSS Feed
View Michael Eisenberg's Comments BY TICKER:
Latest  |  Highest rated
  • SurveyMonkey becomes the latest tech startup to achieve a $1B+ valuation, courtesy of an equity stake obtained by TPG Capital. TPG's investment is part of a deal in which SurveyMonkey, a developer of survey-building tools for websites, will acquire many of the assets of top competitor Zoomerang. Other startups in the $1B+ club include Airbnb, Dropbox, Square, Workday, Twitter, and (for now) Facebook.  [View news story]
    CEO Dave Goldberg is rocking it at SurveyMonkey
    Dec 14, 2011. 02:49 PM | Likes Like |Link to Comment
  • Central banks - no doubt wooed by the decade-long bull market in gold - purchased a net 148.4 tons of the metal in Q3, the biggest addition to vaults in several decades, according to the World Gold Council. Which central banks - cough, emerging markets, cough - were buying was not identified.  [View news story]
    Looks like Paulson roped in a government buyer. I wonder who arranged that one?
    Nov 17, 2011. 08:23 AM | Likes Like |Link to Comment
  • Henry Blodget doesn't exactly pile on with the Groupon (GRPN -5.4%)-bashers as much as he simplifies the debate. Though the comparisons to Amazon (AMZN -0.5%) are valid, he argues, the oft-quoted problem for the company isn't that Andrew Mason won't match up the Jeff Bezos at the helm. Instead, the issue works out to simple math: Amazon went public at a $500M valuation, vastly lower the lofty $20B  price tag on Groupon that could limit spectacular upside potential.  [View news story]
    And Henry Blodget knows a LOT about Amazon's stock price trajectory!
    Nov 7, 2011. 12:47 PM | Likes Like |Link to Comment
  • Six Billion Reasons Why Walmart Is Even Better For Customers And Shareholders [View article]
    Thanks for the post and for doing it out in the open on Seeking Alpha. It would be interesting to hear how your sustainability initiatives are translating into cost savings and customer loyalty.
    Oct 24, 2011. 04:34 PM | 1 Like Like |Link to Comment
  • How many iPhones did Apple (AAPL) sell last quarter? The average forecast of 28 sell-side analysts, whose numbers have typically proven conservative, is 19.8M. The average forecast of 16 amateur analysts, who have been a little more accurate (though not perfect), is 22.9M. Apple releases its FQ4 results on Tuesday.  [View news story]
    Was having a hard time with the juxtaposition of sell-side vs. amateur. I guess that means sell-side does not mean professional and amateur does not mean buy-side. Bottom line: draw your own conclusions!
    Oct 13, 2011. 02:22 PM | Likes Like |Link to Comment
  • iPhone 4S: A Game Changer [View article]
    Daringfireball has a great analysis of the AAPL releases http://bit.ly/p6wcKY
    Main Points
    Siri is attack on Google Search
    Mac assault on PC market
    3GS is now lost to get after a piece of feature phone market from the top
    Oct 9, 2011. 03:16 AM | Likes Like |Link to Comment
  • Connected Consumer: Vringo [View article]
    typo in the headline. I think it should read consumer with one M
    Oct 1, 2011. 04:45 PM | Likes Like |Link to Comment
  • Dear Investment Bankers: Suspect IPOs Will Close The Window So Please Stick To Quality [View article]
    Groupon Amends IPO filing...again http://bit.ly/q6cGBG/
    Sep 25, 2011. 02:42 AM | Likes Like |Link to Comment
  • Mark Hurd's Revenge: Will Oracle Buy HP? [View article]
    HP's Apotheker's @Glassdoordotcom CEO approval rating plunges over the summer bit.ly/oRENCI

    Really interesting from @richbarton
    Sep 22, 2011. 04:41 PM | Likes Like |Link to Comment
  • Mark Hurd's Revenge: Will Oracle Buy HP? [View article]
    You are correct. That is the intention. 60 days from launch. No intention to be dramatic. Just unclear writing.
    Sep 21, 2011. 07:50 AM | 1 Like Like |Link to Comment
  • Dear Investment Bankers: Suspect IPOs Will Close The Window So Please Stick To Quality [View article]
    sounds like the Fed :)
    Sep 20, 2011. 12:11 PM | Likes Like |Link to Comment
  • Dear Investment Bankers: Suspect IPOs Will Close The Window So Please Stick To Quality [View article]
    It is IPO day. This from Fortune. tech.fortune.cnn.com/2...

    But the comparison should be to the overall market.
    Sep 15, 2011. 03:18 PM | Likes Like |Link to Comment
  • Dear Investment Bankers: Suspect IPOs Will Close The Window So Please Stick To Quality [View article]
    Looks like my partner Bill Gurley also posted on IPOs today on his Above The Crowd blog. I highly recommend the reading the entire post. abovethecrowd.com/2011.../

    He has Similar Sentiments from a different vantage point: Here are two money quotes:

    "As you likely know, I am a big believer that the IPO can play a key role in the development of a company’s life. Moreover, I have argued that many in our ecosystem have an unhealthy anxiety regarding the dangers and consequences of being public. Lastly, I have argued that the IPO window is wide open for great companies – something I still believe today. All that said, I have been quite surprised by the recent trend in companies that file and then chose to delay. If you are going to file the S-1, it is imperative that you are prepared to follow through. Standing too long in the middle of the financial equivalent of the river Styx can have severe consequences."

    "IPO markets will always have “pulled” and “delayed” IPOs. This is simply the nature of the beast. An open IPO window attracts two types of companies – those that should go public, and those that “need” to go public for capital reasons. Portions of the “need” group will always fail to find supporters, and therefore you should not view delays and withdrawals as signs of a weak IPO market. That said, certain delays can and should be avoided. "
    Sep 15, 2011. 02:07 PM | Likes Like |Link to Comment
  • Revisiting Reed Hastings Vs. Whitney Tilson: Was Tilson Right? [View article]
    To everyone commenting on the nuances of the business. I encourage you to read this presentation by Reed Hastings:
    www.businessinsider.co...

    Rule number 1 of investing is do not bet against great management and Reed is squarely at the top of that category in a fast shifting world of information and digitization.
    Sep 6, 2011. 01:55 PM | 6 Likes Like |Link to Comment
  • Revisiting Reed Hastings Vs. Whitney Tilson: Was Tilson Right? [View article]
    Joey - welcome to the brave new world of the internet and direct communication with your investors. CEOs should all be communicating directly with the public over platforms like Seeking Alpha instead of in closed door sessions with instituions and analysts. Reed is a great manager and trailblazer which is why his stock (even with the drop) has massively outperformed the market.
    Sep 6, 2011. 01:53 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
279 Comments
102 Likes