Michael Eisenberg

Venture capitalist, long/short equity, etf investing, tech
Michael Eisenberg
Venture capitalist, long/short equity, ETF investing, tech
Contributor since: 2005
Company: Benchmark Capital
Jan 6, 1:57 AM
Michael Eisenberg
Feels like $MBLY could break below $35 this week. Maybe lower. http://seekingalpha.com/n/1sm3m (FD: Short $MBLY)
12/17/15
Michael Eisenberg
Autonomous vehicle hacker taunts $MBLY. Called tech "outdated" http://bloom.bg/1P8xxCU
12/7/15
Michael Eisenberg
Some I-bank is definitely supporting/back-stopping $MBLY at $42 per share.
11/29/15
Michael Eisenberg
It is getting ugly at $VIAB http://on.wsj.com/1LG6tUN (FD: Short $VIAB)
11/29/15
Said his former girlfriend! lol was he a good lover? I'm guessing NOT!
11/25/15
Michael Eisenberg
Some thoughts on Israel becoming world's beta site 4 Autonomous transportation $TSLA & $MBLY (FD: Short MBLY) http://bit.ly/1Hno1u5
9/10/15
Michael Eisenberg
looks like $MBLY going to $35
Crazy not too long ago everybody loved them.
8/18/15
Michael Eisenberg
$MBLY is an interesting company but that valuation is high and Morgan Stanley upped it yesterday...
5/20/15
Michael Eisenberg
Never thought I would tweet out Jim Cramer but this interview with $WIX CEO Avishai Avrahami is worth it http://bit.ly/1dkUAuI
1/19/15
Michael Eisenberg
5/5 Like Stanley Fischer did as Governor of Bank of Israel, SNB wanted to clear speculators out of market with surprise move. expect more.
1/19/15
IMO it ISN'T possible Dr Draghi wasn't in the loop
1/19/15
Michael Eisenberg
4/5. I expect there might be more currency intervention by SNB but focused on export markets that matter: USA & Asia
1/19/15
Michael Eisenberg
3/5. SNB believes the EU is cooked economically on demand side as well. Believes its exports to EU are less impt than exports to US & asia
1/19/15
Michael Eisenberg
2/5. SNB believes EURO will fall much more and did not want more on its balance sheet
1/19/15
Michael Eisenberg
1/5 StockTalk-storm on currency moves. Having had a few days to reflect on the Swiss National Bank move, here is what I think it means:
#aside Swiss Market's taking a beating. Which will throw up opportunities. e.g. look at Logitech http://bit.ly/1yDugDx
1/19/15
Michael Eisenberg
Does Anyone know if any of $GOOG value is captured in GDP numbers? http://bit.ly/15qfMLm
11/4/14
Michael Eisenberg
C'mon $BRDR. 5 months after IPO & a huge whiff. & still b4 end of lockup. how to close an IPO window http://seekingalpha.com/n/18thf
And the brokers have bailed on it too. Price target now $12. See http://bit.ly/1ABUmmP
10/31/14
Michael Eisenberg
This acquisition by $WIX is important: making verticles self service and disaggregated. FD: Long $WIX http://bit.ly/1paJL3b
9/28/14
Michael Eisenberg
Interesting post on why he did not buy $BABA on IPO. I have similar fears http://bit.ly/1mD7irY
9/23/14
Michael Eisenberg
Wondering how far $BABA will fall from here. thinking $80 is first stop to the downside.
9/23/14
Like the scared ran away from FB. I'm up 90% on that. BABA will grow as well.
Looks like you are right
5/7/14
Michael Eisenberg
if there's a tech company that beats earnings & guides up, it will snap the shorts. If not, tech investors will keep taking it in the shorts
2/11/14
Michael Eisenberg
I guess this is why $CGEN stock price moved 10% yesterday http://seekingalpha.com/n/xg3t
2/10/14
Michael Eisenberg
Does anyone know why $CGEN is up 10% today?
1/30/14
Michael Eisenberg
$FB just simply dominates mobile & Wall Street underestimated that shift http://bit.ly/1fdXj3r
1/26/14
Michael Eisenberg
My latest blog post. Latest blog post: Maybe Steve Ballmer Should Stay! http://bit.ly/1aVcEGO $MSFT
1/6/14
Michael Eisenberg
Zuck has figured it out on mobile big time which is why I am long $FB http://bit.ly/1d9zahF
Gladly I didn't listen to my own point and entered $FB pre earnings :)
glad you did as well :)
12/10/13
Michael Eisenberg
Data from Gigya shows that Pinterest is gaining ground on $FB for social sharing http://on.mash.to/1cxJAW2
12/10/13
Michael Eisenberg
Phil Hartstein president of $FNJN discusses $FNJN role in cyber security http://bit.ly/1btCJvV
11/25/13
Michael Eisenberg
Mozilla Foundation (Makes Firefox browser) reports 2012 search revs from $GOOG ~2X! (Also $PERI, $IAC-OLD) http://bit.ly/1ejIpci
11/16/13
Michael Eisenberg
The noose continues to tighten around $ANGI. Now $EBAY jumps into space http://tcrn.ch/18dGx4k
11/3/13
Michael Eisenberg
RT @levie We've reached peak legacy IT. A tale of two enterprise software markets: pic.twitter.com/ruarRkyvKQ $ORCL $SAP $SPLK $WKDY
10/29/13
Michael Eisenberg
Stock Market reacts to $AAPL conf call when it understands margin shift due to free software RT @asymco http://bit.ly/1dHgSnN
10/29/13
Michael Eisenberg
10 years of $AAPL iMac sales RT @benedictevans http://bit.ly/1dHgKVt
10/28/13
Michael Eisenberg
Sell Side "research"? 3 sell side analysts cover $ANGI: ALL positive. 42 SeekingAlpha Contributors: 1 neutral 41 shorts 0 buys! $ANGI -50%