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Michael Eisenberg

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  • 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:

    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 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 01:53 PM | 5 Likes Like |Link to Comment
  • S&P futures +0.8% to 1370 following news of Bin Laden's death. Crude -0.9% to $113. Gold -0.1% at $1,554. Silver -9% at $44.22.  [View news story]
    Kudos to Seeking Alpha for getting Silver and Osama Bin Laden News up so quickly. Saw it here first!
    May 2 01:12 AM | 4 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 05:49 AM | 3 Likes Like |Link to Comment
  • There Is No Economic Recovery [View article]
    The middle class is disappearing as technology optimizes productivity, finance and gov't ossify, and corporations hunker down for a tough future. recommend reading Umair Haque's New Capitalist Manifesto.
    Aug 2 08:27 AM | 3 Likes Like |Link to Comment
  • The ratio of cash to total company assets is nearing historic highs, a pileup of cash on corporate America’s balance sheet that could end up hurting the recovery, some economists say. But they could be hurting themselves the most, sending a message to investors that they’re not interested in growth. (top 10 cash hoarders)  [View news story]
    I wonder how much of the cash is in the US and how much is held abroad and is not repatriated due to taxes?
    Mar 29 02:35 AM | 3 Likes Like |Link to Comment
  • Why Android Is Gaining Ground on Apple [View article]
    At least go download the Tunewiki app so you can enjoy your music on the Android
    Oct 14 12:28 PM | 3 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 05:04 PM | 2 Likes Like |Link to Comment
  • Wall Street is losing some of its cachet among America’s best and brightest college students, and is facing a serious recruiting problem. As its professional image continues to get tarnished by a series of highly publicized industry scandals - such as the one buffeting Goldman right now - college students who were once attracted to prestigious banks like moths to bonfires have begun turning to other industries in search of success.  [View news story]
    And farming!
    Mar 17 03:30 PM | 2 Likes Like |Link to Comment
  • RIM Earnings Call: That Wasn't So Good, Was It? [View article]
    Very simply: read my partner Bill Gurley's post "The Freight Train That is Android"

    The disruption and destruction is killing RIMM and NOK in its wake.
    Jun 17 11:17 AM | 2 Likes Like |Link to Comment
  • More Proof That Analysts Can't Predict Apple [View article]
    The truly remarkable thing is that stocks rise on their recommendations or fall on sell calls like Alex Guana. Why does anyone follow what these analysts write? It is worse than they herd. It is lemmings. I will take Seeking Alpha writers over these Wall Street "analysts" any day!
    Apr 23 03:47 PM | 2 Likes Like |Link to Comment
  • Netflix CEO Reed Hastings Responds to Whitney Tilson: Cover Your Short Position. Now. [View article]
    Reed Hastings is out in front here of public debate/disclosure on stocks. I wrote about it here. This is good practice.
    Dec 20 01:46 PM | 2 Likes Like |Link to Comment
  • Moving on from Seeking Alpha [View instapost]
    MIck -
    A big Thank You!! Good luck at the new gig.
    Apr 9 08:01 AM | 2 Likes Like |Link to Comment
  • Thoughts on Taking Twitter and Facebook Public [View article]
    Tough to do the DCF in any form though when Business models are not fully fleshed out nor scaleable. one thing is clear though, these will be very valuable public companies some day.
    Sep 29 01:04 PM | 2 Likes Like |Link to Comment
  • How to Measure a Website's Success [View instapost]
    David - This is spot on. I think twitter, ajax and videos are also forcing people to rethink this. Any suggestions on the best metrics? I think UUs is borrowed from TV and Nielson ratings as a measure of reach but in the attention-stressed medium we now live in, it is a particularly poor measure. Although, on the other hand, lots of people have built good businesses using SEO.
    Jun 25 08:41 AM | 2 Likes Like |Link to Comment