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SA Editor Stephen Alpher  

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  • OnDeck: Peter Thiel Saw Something I'm Missing [View article]
    Where OnDeck got its business model from ...
    Oct 9, 2015. 07:33 AM | 3 Likes Like |Link to Comment
  • CYS Investments: A Warning Sign For mREITs [View article]
    The 2.6% decline in a stock already trading at a 20% discount to book suggests at least a little surprise.

    The experience of CYS (and Hatteras which reported earlier this week) suggest mREITs were hit not just by rising rates, but by sharply higher prepayments. Perfect storm indeed.

    CYS management is confident prepayments are acting with a lag here, and will decline in the coming quarters.
    Jul 23, 2015. 01:10 PM | 2 Likes Like |Link to Comment
  • My Bet On Seeking Alpha's Future [View article]
    Congrats to David and Eli! Best times are ahead!
    Jul 2, 2015. 08:54 AM | 8 Likes Like |Link to Comment
  • Essex Rental: Another Score For Activism [View article]
    Correct. Was meant for news item. It's been deleted.
    Jun 9, 2015. 02:31 PM | Likes Like |Link to Comment
  • Essex Rental: Another Score For Activism [View article]
    Sell the news? Activists also won the battle with Levy over RLOG about one year ago - forcing him out as chairman and CEO and (similar to ESSX) ending a rental agreement with a Levy company. The stock has nearly halved since.

    Do we know what Nick Matthews' compensation/incentive package looks like?
    Jun 6, 2015. 04:59 PM | 1 Like Like |Link to Comment
  • Essex Rental: Company Up For Sale, Shares Still On Clearance [View article]
    Sounds like this is well-trodden ground, but this presentation from Casey Capital was filed this afternoon ...
    May 13, 2015. 04:15 PM | Likes Like |Link to Comment
  • Walter Investment tumbles alongside Nationstar [View news story]
    Also interesting in that rates have shot higher in Q2, so those MSR values that were written down have now jumped back up?
    May 5, 2015. 12:29 PM | Likes Like |Link to Comment
  • 8% Yield With Interest Rate Protection From PennantPark Floating Rate Capital [View article]
    May 4, 2015. 08:54 AM | Likes Like |Link to Comment
  • NCAA basketball title game nets CBS best ratings in 18 years [View news story]
    And yet so many continue to bang the drum for "improving" college hoops by making it more NBA-like. College bball fans I know find the NBA unwatchable.
    Apr 7, 2015. 11:30 AM | 9 Likes Like |Link to Comment
  • The End. [View instapost]
    Follow-up to that Sason article ...
    Mar 18, 2015. 01:58 PM | Likes Like |Link to Comment
  • Wall Street isn’t all bullish on oil’s big four-day run [View news story]
    Oil is lower by 4.3% to $50.83 today. USO -3.4%
    Feb 4, 2015. 10:16 AM | 3 Likes Like |Link to Comment
  • Gouging Is Good [View instapost]
    "Mayor de Blasio is certain that he knows what the weather will be like by the end of the century but has no idea what the weather will be like by the end of the week."

    Jan 28, 2015. 06:30 PM | 5 Likes Like |Link to Comment
  • Lawsuit accuses Schorsch of ordering accounting shenanigans [View news story]
    According to the NYRT website, Schorsch is chairman and CEO.
    Dec 18, 2014. 04:25 PM | Likes Like |Link to Comment
  • Tough day for BDCs as Prospect Capital tumbles [View news story]
    TCAP is at $19.85 vs. the ex-div price of $20.69, -4.1% on the session.
    Dec 8, 2014. 11:39 AM | 1 Like Like |Link to Comment
  • Seeking Alpha Reaches 4 Million Registered Users; Here Are The Numbers That Really Matter [View article]
    "SA PRO smallcap coverage: 82.2% of the S&P 600 smallcap index and 81.6% of the Russell 2000 index, as of today. We are zeroing in on 100% coverage of these two key smallcap indices."

    Dec 8, 2014. 09:52 AM | 4 Likes Like |Link to Comment