Key insights
- The author discusses alternatives to Seeking Alpha, highlighting TipRanks for analyst performance tracking and MacroLookup for macro-driven sector rotation. The author notes that some recent gains in picks like MU and FUTU may be due to volatility rather than systematic factors. The post suggests a shift towards research tools that emphasize data-driven analysis and macro awareness, potentially signaling a move away from purely fundamental stock picking.
Dropped SA recently. Premium is $299/year and Alpha Picks is another $499 on top — it just stopped making sense for my portfolio size. The contributor analysis was genuinely useful for learning how other people think about valuation, but the signal-to-noise ratio got exhausting.
I've been trying a few alternatives since. TipRanks is interesting — instead of more opinions it tracks which analysts have actually been right over time, which is a different and honestly more useful angle. Around $99/year.
Also stumbled on something called MacroLookup which takes a more macro-driven approach — it classifies the current economic regime and rotates sector and stock picks accordingly. Still getting my head around it but the framework makes sense to me, especially after how much regime shifts destroyed people in 2022 who weren't paying attention. Premium is around €12/month which feels fair.
One thing I noticed — some of the picks showing big recent gains (MU, FUTU etc.) seem more like they're riding the current volatility than anything systematic. I'd be more curious to see how the quieter picks hold up over a full quarter.
Still not sure I've found the right combo. What would you add or drop if you were building a research stack from scratch?