Seeking Alpha

Marek

Marek
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  • A New Way To Follow Your Favorite Seeking Alpha Authors [View article]
    You make it very tempting, I must admit. I think I am going to consider.
    Apr 4, 2015. 01:38 PM | 2 Likes Like |Link to Comment
  • A New Way To Follow Your Favorite Seeking Alpha Authors [View article]
    Sorry for what must look like a rant. But in retail marketing, they teach you that for every commenter expressing a strong opinion, there may be several hundred or even thousands holding the same view who don't speak up or are never asked (depending on how many customers are in your market). The market does give you feedback, just like the lanes on the street do, about how well you are succeeding and what to do to succeed more. Of course, if there's no other competition, no other cars on the road, no obstacles, then it doesn't matter. Fox is there. Cramer is there. Tons of radio shows are there. Tons of letters are there. The brick/mortar brokerages are there. I have a choice. I don't have unlimited time or tolerance for what you think are penny-ante frustrations; they may not be so penny-ante to me. Every day is a decision: do I spend eyeballs with SA or someone else? Do they want me engaged so it's more actual business for someone they are connected to? For me and thousands. Are SA serious, differentiated, or just another schlock-meister? Remember, this is a service provided by strangers. That's hard enough to make a bundle on. As a service provider, SA should not want the small stuff to get in the way (better way of saying it: it may be small stuff to you, but if it is not to the one with the eyeballs and checkbook, maybe you don't just want your definition of small stuff, it might not be so small after all). Better to fix it so your main effort does not get derailed. Once fixed, the marginal gain swamps the expense.

    In the struggle between you and the world, back the world (means YOU be the adaptive one, and you will prosper...the weather is not going to change to suit you...find a raincoat and some boots and a warm place to stay, make them better than others, and then sell them well, then buy a mansion and hire others to sell your boots). That's what SA needs to do. I think they know it, but even a powerful train can be derailed by a pebble. Go ask some Rebbe if you need it as a parable, but pay attention to the feedback. You want that marginal customer to come in out of the rain, he's all profit right to the bottom line. I really would like an ignore button to use on commenters.
    Apr 4, 2015. 01:23 PM | 1 Like Like |Link to Comment
  • A New Way To Follow Your Favorite Seeking Alpha Authors [View article]
    Nosaint: I'm also free to leave and not read on SA. But then how does that help SA? I want an ignore function. You are free to be among those who don't. What they have is enough for you. For me they need to do a tad more. That a crime? Is SA's goal to appeal to less people? Yours might be.

    Again, speaking for others and not for yourself. What a bad habit. Now you are SAs marketing director or editor. Should they be pleased you are lowering their circulation for them?

    And remember, without eyeballs there is no revenue from eyeballs. Did SA do all this and get it almost, but not quite, right, just to lose revenue because they won't read the feedback? If you have built a Maserati and find that it does everything but the front end has a steering shimmy, do you say "It's good enough, if you want a wheel that doesn't vibrate, try Ferrari just down the pike."

    An easy fix is what I say, and responding to market feedback gets you to the promised land; or your competitors there if you ignore it. People like you just say "go away." SA should be grateful for your help?

    What is wrong with YOU being free to have an ignore button and just decide you don't need it?

    So does SA want me to leave, or spend less time looking at their Advertisements? It costs you nothing to tell me to move off. Does SA want to lose my eyeballs?

    I just did my taxes so I have this issue in mind: Last year I spent $4000 in account management, brokerage and advice, $8000 in margin interest, and $1200 on newsletters (the famous letter house from Boston). But what I have TIME for is reading on my own. You think SA and it's buisiness interests don't want me to feel welcome, at ease, and have a small convenience if I want it because I happen to think it is important? Why else are they here?
    Apr 4, 2015. 12:49 PM | 1 Like Like |Link to Comment
  • A Look At Afrezza Prescriptions Through Week 6 And Predictions Through Week 10 [View article]
    Perhaps you have been to Maharishi U. down the road a piece. They teach levitating.
    Apr 3, 2015. 10:49 PM | Likes Like |Link to Comment
  • A New Way To Follow Your Favorite Seeking Alpha Authors [View article]
    Chris: With at least a year? Might be interested if there was some recourse to if it doesn't work. What are your terms about that?
    Apr 3, 2015. 10:43 PM | 1 Like Like |Link to Comment
  • A New Way To Follow Your Favorite Seeking Alpha Authors [View article]
    If the concept works

    Define "works."
    Apr 3, 2015. 07:06 PM | Likes Like |Link to Comment
  • A New Way To Follow Your Favorite Seeking Alpha Authors [View article]
    Well Mintz I may have to keep YOU in mind for continued following! :)
    Apr 3, 2015. 06:28 PM | Likes Like |Link to Comment
  • A New Way To Follow Your Favorite Seeking Alpha Authors [View article]
    David: Yeah, unaudited. What's that worth?
    Apr 3, 2015. 05:02 PM | Likes Like |Link to Comment
  • A New Way To Follow Your Favorite Seeking Alpha Authors [View article]
    Dushan For a fat premium has a cost too...I prefer to keep the authors risk and mine on the same side as much as possible.
    Apr 3, 2015. 04:48 PM | Likes Like |Link to Comment
  • A New Way To Follow Your Favorite Seeking Alpha Authors [View article]
    Forgive me Paulo but I think that human functioning being what it is, the writers are going to gradually, progressively, incrementally but not very perceptually, but definitely observable from an outside, cumulative, reflective basis on observation, migrate whatever they think is of value to behind the pay wall, and it will become an unconscious habit that strips their free product, because that's where the motivations and payoffs lie when you put your livelihood into it and even if not your livelihood, if you get paid for it is a different thing to your mind. It's human nature to be unconscious and not see it in yourself, whereas others can readily see it. The incentive is now to get it over into the part that pays you for it, whereas before the model of advertising pays for it. So it will become just like all the other websites. That's why I wouldn't read the free stuff of someone who is also doing it for subscriptions.
    Apr 3, 2015. 04:31 PM | 4 Likes Like |Link to Comment
  • A New Way To Follow Your Favorite Seeking Alpha Authors [View article]
    Dushan: Was thinking just the same as you, see my comment just above yours.
    Apr 3, 2015. 04:25 PM | Likes Like |Link to Comment
  • A New Way To Follow Your Favorite Seeking Alpha Authors [View article]
    Unknown: Really it isn't that hard to get a service to do or even do it in house database (yes, it can be hired out). Only a few decision points are needed and it does not take much more than basic database skills to service, and nearly no actual skills for the author to do the recommendation inputs. All it needs is: Author; issue (stock or security), recommendation (buy sell hold, or no-update), and date and price. That's it. Published output is a two cell column; top cell has recommendation either new or continued, bottom cell has price; the two row chart then accumulates with each additional month, and graphs of the activity can easily be autobuilt off if it. Each additional month the author is responsible to update the buy-sell-hold with a checkbox, after market hours, in the database input screen, and the table is put out as a simple one line with growing cells one for each month; and that's it. The system puts in the corresponding closing market price for the day just finished before the update.

    Easily graphed (with labels too showing on the axes whether b s h or no-update) off of that. Any time the author fails to do the monthly checkbox update, it is published as a "no update" for that month and continues to publish as the result. The author's cumulative table of exhaustive issues are shown in a single table of two rows per issue (stock), a cell for each recommendation (b, s, h, no-update) and a cell below it for the current price. In a perfect world the tracking continues until a S recommendation (for a long) or a buytocover recommendation (for a short) plus 3 or 6 months after or longer (to show how the ending recommendation turned out), and forced to continue indefinitely until given either that sell or buytocover.

    Not hard for any database specialist to set up and maintain, and the dataenterer (the author) can be just a database customer himself, no special skills needed (most database data entry programs allow for the uninformed or naive user). For a database person this is frightfully easy to set up. Thus not expensive either. And at two row lines per issue, very easy to stack a writer's cumulative recommendations and their performance at a glance. All you have to do to assure validity is force the author to put the original recommendation in a published article of known date or other lockable, public (or public to subscribers) source, and force the update cells to reveal subsequent times they are opened (or force lock them from inputs after the update date, also very doable).
    Apr 3, 2015. 04:10 PM | 2 Likes Like |Link to Comment
  • A New Way To Follow Your Favorite Seeking Alpha Authors [View article]
    Fred: Isn't that the sort of technical aspect that SA avoids? Uh-oh. If valuations predict a downturn, doesn't the fundamentalist just sell?
    Apr 3, 2015. 03:53 PM | Likes Like |Link to Comment
  • A New Way To Follow Your Favorite Seeking Alpha Authors [View article]
    larry: very interesting comment!
    Apr 3, 2015. 03:51 PM | 1 Like Like |Link to Comment
  • A New Way To Follow Your Favorite Seeking Alpha Authors [View article]
    At 1% Chris would definitely more than easily fit into my budget, but at a certain price point of real dollars, it's a serious service and so it has to produce for me so I don't have to duplicate the effort, at that level real opportunity risk is involved, and for real money I expect audited proof, not a skillfully worded or artful claim of selected figures and a chart or graph. For a thousand bucks or more I expect professionalism too, not sarcasm and a thin skin, because those things tell me something detracting from professional focus and discipline is in the mix. One thing actual money pays for and should receive is discipline and self-control. Freebies are free to wander and be distracted, but when you do something for money, expect to meet a standard and not have to have it mentioned either. And at this price point and above, expect to attract a critically reasoning, serious group of subscribers, who will expect performance and responsiveness of similar caliber.

    I think these are only reasonable.
    Apr 3, 2015. 03:41 PM | 5 Likes Like |Link to Comment
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