You are not eligible to view 4 messages. To gain access to more recent message posts signup free for membership.
#
AUTHOR
DATE
SUBJECT
12
member
2/15/21 6:27AM
Monetization, product, churn
Thanks gvinvesting for the write-up,
1. “Shopify does not yet support JCB, which has 40% retail and 20% EC market share in Japan” Would not this fact be a minus rather than a plus? In the... login to read the rest
Am following this one somewhat closely and I was pretty surprised (negatively) by the guidance. They are guiding to +20% revenue growth (vs. +45% consensus expectations) with significant promotional spend so operating profit losses of... login to read the rest
I see this as an opportunity to travel back in time to get it right, although I'm sure there are still some people who would travel back in time just to short SHOP or TSLA
There is a lot of developer talent in Japan... But there is also a lot of competition for it. Just thinking about this is general terms, tech companies likely face difficulties due to the requirement... login to read the rest
Thanks for the thoughtful questions.
In general, I think the market consistently underestimates the long-term compounding potential of market leaders that are pioneering new markets. It is very difficult to accurately predict what entrepreneurial management teams... login to read the rest
This is not meant to be rude, but have you been hiding under a rock for the past several years? I know that this site used to be called VIC or Value Investors Club but... login to read the rest
Pre Covid BASE was doing ~35-40% annualized GMV growth through a combination of ~23% shop growth and ~13% GMV per shop growth per annum. Assuming that BASE has truly been able to plateau, and will... login to read the rest
Are you sure you want to close this position GAP INC?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
Flag GAP INC for Removal
Are you sure you want to Flag this idea GAP INC for removal?
Flagging an idea indicates that the idea does not meet the standards of the club and you believe it should be removed from the site. Once a threshold has been reached the idea will be removed.
You Cannot Submit Message ... Yet
You currently do not have message posting privilages, there are
1 way you can get the privilage.
You can apply for full membership by submitting an investment idea of your own. Or if you are in reactivation status, you need to reactivate your full membership.