We published a report on Platinum Underwriters in late October 2011. At the time of publication, the report was offered for sale at a cost of $30.
Since three months have passed since the report was originally published, we are pleased to now offer the report to readers free of charge. The investment thesis remains unchanged since the date of the report although the share price has advanced slightly.
To download the report, please visit the original article and click on the download button at the bottom of the post.
We are interested in knowing whether readers find this type of report useful and wish to read similar content in the future. Please feel free to leave comments at the bottom of this post or send an email via the “Contact the Author” link below.
Disclosure: Individuals associated with The Rational Walk LLC own shares of Platinum Underwriters at the date of this report on October 21, 2011 and as of January 23, 2012.
Many of you may have read about Google’s recent decision to modify its search algorithms to supposedly reward original content sources and punish “content farms”. Google’s stated objective is to differentiate between “content farms” and sites offering “original content and information such as research, in-depth reports, thoughtful analysis, and so on,” according to Google’s principal engineer Matt Cutts.
One important question involves how Google’s algorithm identifies “original” content versus syndicated content. For example, how would Google’s algorithm know that an article on The Rational Walk is the original and an article on Seeking Alpha is syndicated? Google closely guards their algorithms and, while there has been much discussion among search engine optimization experts regarding tweaks that could address the latest changes, the facts are clear for The Rational Walk over the past week: Traffic, when adjusted for the Berkshire report release spike, is down significantly from prior levels.
Ultimately, it is our goal to spend time researching companies and developing original content rather than to worry about search engine optimization matters. For some time, we have been disillusioned with the value proposition offered by syndication of content in general and Google’s algorithm change has prompted serious reconsideration of the overall practice. Going forward, all content will appear exclusively on The Rational Walk and nowhere else and the chips will fall where they may when it comes to search engine results.
The impact on readers is that if you subscribe to RSS feeds on Seeking Alpha or elsewhere in order to read Rational Walk content, you will need to modify your RSS feed to utilize of our free subscription options. Those who are already subscribing to one of these options or read articles directly on The Rational Walk website will experience no changes.
Thank you for your continued interest in The Rational Walk.