StockJockey's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/159086/comments http://seekingalpha.com/article/72159-lessons-from-the-best-ever-hedge-fund-manager?source=feed#comment-150570 150570
Kick the preening peacocks off this site, and bring on some new blood.

Well done as always, Veryan.]]> Mon, 14 Apr 2008 15:32:54 -0400
Kick the preening peacocks off this site, and bring on some new blood.

Well done as always, Veryan.]]> http://seekingalpha.com/article/72056-how-much-are-goldman-s-level-3-assets-worth?source=feed#comment-149869 149869
Erin Callan appeared on Bloomberg TV Friday and was quite candid; she might eventually earn Lehman a better multiple given her attempts at transparency.

Goldman's valuation relative to the other brokers is the big issue. Perhaps Goldman deserves a premium, but it is likely too generous at the moment.

here is a link to Erin's TV appearnce friday-judge for yourself.

tinyurl.com/54plds

Personally, I think that $140 level in GS will hold, but it might be tested again. Stock might be due for a bounce soon though-last week was horrible for the shares.

]]> Sun, 13 Apr 2008 14:04:45 -0400
Erin Callan appeared on Bloomberg TV Friday and was quite candid; she might eventually earn Lehman a better multiple given her attempts at transparency.

Goldman's valuation relative to the other brokers is the big issue. Perhaps Goldman deserves a premium, but it is likely too generous at the moment.

here is a link to Erin's TV appearnce friday-judge for yourself.

tinyurl.com/54plds

Personally, I think that $140 level in GS will hold, but it might be tested again. Stock might be due for a bounce soon though-last week was horrible for the shares.

]]> http://seekingalpha.com/article/70368-meredith-whitney-threatens-severe-deflation-for-your-portfolio?source=feed#comment-133242 133242 Fri, 28 Mar 2008 18:50:57 -0400 http://seekingalpha.com/article/66691-comscore-in-allaying-google-concerns-opens-door-to-question-its-data?source=feed#comment-120994 120994
Alexa is just whacky. What do you think about Compete.com? Seems a decent approach, but these controversies are bound to be with us for years.

Btw, early last year an asian equity analyst downgraded Baidu based on Alexa data, it was flawed data, he was wrong and the stock ran over people in a hurry.

regards,
SJ]]> Sat, 01 Mar 2008 19:06:55 -0500
Alexa is just whacky. What do you think about Compete.com? Seems a decent approach, but these controversies are bound to be with us for years.

Btw, early last year an asian equity analyst downgraded Baidu based on Alexa data, it was flawed data, he was wrong and the stock ran over people in a hurry.

regards,
SJ]]>