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Why TMF owns SA



September 10, 2013 – Comments (16) | RELATED TICKERS: B , S

I won't post at that site anymore.  They love to edit.  A least at TMF I can post basically instantly without any "proofreading".  Here is my reply to a supposed "author" and here was SA's response.


Others have already stated that your analysis is questionable once you equated SDRL with HAL SLB and CAM. SDRL's business model is very simple. It is in the leasing business. That's it. It should be evaluated accordingly. AYR might actually be a better comparison than the ones you chose. Just because you don't manage money doesn't mean you don't have a hidden agenda. Wow 3 negatives there heheh.

Dear awallejr.,
We wanted to let you know that we’ve deleted the post copied at the end of this email and explain why. It was deleted because it contains insults, obscenities or abusive language. In an effort to encourage high-quality discussion, we encourage you to avoid this language. We still welcome your post if it contains a strong and polite disagreement about the issues under discussion, but please keep it in sync with the serious tone we aim to encourage on the site.

TMF kudos to you for allowing contrary opinions.


16 Comments – Post Your Own

#1) On September 10, 2013 at 10:34 PM, awallejr (39.63) wrote:

My reply was in response to this article.  An article written by a company wanting people's business.  So SA cares more about protecting authors with hidden motives than honest discussion.*

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#2) On September 11, 2013 at 1:35 PM, JakilaTheHun (99.91) wrote:

TMF is way more censor-happy than SA.  (Remember when TMF banned Hypnotoad?)  It's just that TMF doesn't really care about CAPS any more.

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#3) On September 11, 2013 at 1:39 PM, JakilaTheHun (99.91) wrote:

For the record, Valuentum is crap.

I've read a few articles they've done and they were all terribly researched.   Maybe we shouldn't expect much from an outfit that's pumped out 1,600 articles in 2 years.  When you average over 800 articles per year, the research is bound to be a bit shoddy.

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#4) On September 11, 2013 at 2:26 PM, chk999 (99.96) wrote:

I think Jakila is very correct about TMF not caring much about CAPS anymore. I think the reason is that the idea that CAPS ratings would provide actionable stock picks via crowd intelligence hasn't panned out and it hasn't proved to be a good feed source for the premium products. So while it has attracted some users, that hasn't translated into increased revenues. So it gets no love.

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#5) On September 11, 2013 at 2:52 PM, zzlangerhans (99.80) wrote:

Sadly, no one at TMF realized they could have simply chucked all their subscription services and monetized Portefeuille's fund. They actually found the mother lode in CAPS but couldn't see it.

And Seeking Alpha does suck, horribly. If all your innocuous comments are being rejected, realize that once they have you flagged for high censorship then all your comments will be rejected except for the small number that get individually reviewed. If that happens, you just need to change your ID on the site, or stop commenting. Personally, I think it would be best if everyone stopped commenting completely to protest their censorship.

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#6) On September 11, 2013 at 5:33 PM, constructive (99.97) wrote:

I disagree. There are plenty of dumb people on Seeking Alpha, but there are enough smart people and substantive content that it's still better than TMF.

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#7) On September 11, 2013 at 6:00 PM, zzlangerhans (99.80) wrote:

That's kind of like saying that every block of marble is a copy of Michelangelo's David, you just need to remove the extraneous chunks of marble. There's so much misrepresentation and noise in SA that there's no way to separate the good from the bad. SA censors readers who point out factual errors, misrepresentations, and spin in the articles.

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#8) On September 11, 2013 at 8:06 PM, awallejr (39.63) wrote:

Well I can't fault TMF for trying to earn a buck but it would be nice to see more encouragement for blogging.  Kind of chases people away when you spend time on a blog only to get a response by a website virus spammer and 2 recs.

And I won't knock TMF regarding Hypnotoad but personally I would have left him alone as a harmless mascot. What annoys me with SA is the ability of publishers to delete responses.  That alone kills any true honest discussion.  So in the end they really encourage misleading discussion and "reward" hidden agendas.

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#9) On September 11, 2013 at 9:32 PM, rd80 (95.91) wrote:

All glory to the Hypnotoad.

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#10) On September 11, 2013 at 9:41 PM, HarryCaraysGhost (62.09) wrote:


My experience over @ SA was that many members had a "smugness" about them. Lots'a smelling of own fart's involved.

 If you really truly believe that you've got Mr. Market all figured out.

Your'e boned...

All Glory to The Hypnotoad.

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#11) On September 11, 2013 at 10:10 PM, awallejr (39.63) wrote:

Ok you guys are forgetting the !

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#12) On September 12, 2013 at 7:07 AM, JakilaTheHun (99.91) wrote:

In my view SA > TMF

TMF's articles are generally very gimmicky.  Since Seeking Alpha is nothing more than a network of independent bloggers / writers, the quality is all over the place.  The high quality SA articles are definitely world's ahead of the high-quality TMF articles, however. 

TMF has tried to mimic SA with the TMF Blog Network (or whatever it is), but it was a bit of a half-hearted attempt. Some of the articles are very good, but the format is so horrendous and clunky that I never read it. 

Honestly, I've very rarely encountered censorship on SA.  I've written 112 articles and I think I've only flagged one person the entire time (who created an insulting post and then posted 8 times in the same article!)  But I liked that SA took care of it.

Maybe some contributors are abusing this feature - I'm not sure.  I can't personally recall ever having a comment deleted.

I think the thing that made TMF special was the community, but that's what TMF has really ignored (and has allowed to decay) over the past few years.  That community was actually a valuable asset, even if it wasn't bringing in tons of money.  If nothing else, it was a very cheap form of advertising for TMF's other services. 

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#13) On September 12, 2013 at 11:06 AM, awallejr (39.63) wrote:

Well difference here is you can only report.  I understand the need to censor profanity etc.  But you saw my comment, SA's reason to censor and the author's article. My comment certainly wasn't obscene or abusive.  Arguably "insulting" depending on how you define it in that it challenged the author's veracity. 

SDRL is a company I know.  I have been advising others to buy it here for years now.  I've made good money owning the stock and selling puts.  It is not in the rig servicing business as that author tried to suggest. It is in the rig leasing business.   And when challenged by others the author kept saying how they aren't in the money management business thereby implying that their analysis can be trusted.  Except they might be short the stock or long other stocks mentioned for their own account.

I am of the view that once you censor content that isn't patently obscene or spamming a virus,  the discussion is tainted.  I want people to challenge me.  That is why I like arguing with David, Devoish and Chris.  Now I know Alex, if he had his way would delete every comment I made in any of his threads, but I try to give alternative arguments.

Perhaps we need another Bear market to get the juices flowing again here.

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#14) On September 12, 2013 at 11:15 AM, JakilaTheHun (99.91) wrote:


I don't disagree.  Your comment was fine.  I can't understand why it was deleted.  In fact, there were several similar arguments made. 

Perhaps an overly sensitive author is just flagging a bunch of comments and SA is doing a poor job investigating it.  But that type of stuff happens almost everywhere on the 'net. 

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#15) On September 12, 2013 at 3:56 PM, Teacherman1 (< 20) wrote:


I visit SA from time to time, but seldom read an entire article, since I refuse to sign in, but occasionally someone will mess up and put the "meat" on the first page.

Sometimes it is worthwhile, but I use it mostly to see contrarian opinions on stocks I own or am watching.

Sorry to hear they didn't show you the courtesy of letting you express yours.

One good thing about this blog is that it seems to have brought out some of the "old guard" who used to post here all the time.

Glad to see they are still around.

Well, I have to get back to my "bottom feeding" among the small caps.:)

Good luck to all and hope to see blogs by each of you in the future.

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#16) On September 13, 2013 at 9:07 PM, HooDaHeckNose (73.57) wrote:

I have to say that I've learned a LOT more reading SA than I ever did from TMF. There are a number of very experienced investors that share their ideas there. Like anything else you need to be able to filter out the self agrandizing crap from the legit knowledge sharing.

There was a time when I learned a lot from CAPS bloggers but that time has passed.



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