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AUTHOR
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9
member
10/03/24 2:56PM
Re: What is the real growth here? Numbers seem too high.
8
this one seems like, unless there is some reason to think they are losing major market share, is getting interesting. the concert backdrop this quarter is clearly terrible (but widely known). It's trading like it's
What is the real growth here? Numbers seem too high.
After doing some more work, I understand the valuation better and think growth might be overstated, maybe implying SEAT is losing share.
Obviously the stock has traded off sharply since this writeup due to analysts lowering... login to read the rest
Thanks. Given there are 50M warrants and a short interest of about 12M shares maybe they really are largely to hedge warrants even though they are well out of money.
Interesting idea and valuation given the growth. However a few things stick out.
I guess the stock was down today because CH and Benchmark reduced September numbers due to fewer stadium concerts. But didn't this seem... login to read the rest
Just adding my 2c here as I think Vivid is really attractive at these prices
Re: magic06's comments below... Vivid is not the 4th or 5th largest platform, they are significantly larger than both SeatGeek and... login to read the rest
I first met management 2 years ago at a conference. I liked the story (I always like marketplaces) and I understood they were coming a the market with a focus on scalpers and making it... login to read the rest
That's my issue. I do buy tickets in the secondary market somewhat often and the only places I go to are Seatgeek and Stubhub. Seatgeek is usually cheaper than Stubhub and sometimes has refundable (returnable/exchangeable)... login to read the rest
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