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Author Topic: If they were a publicly traded company, I would put money down.  (Read 3799 times)
nffc
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« on: March 06, 2017, 07:29:47 PM »

Travoli said that here http://th3core.com/talk/traffic/pinterest-lens-visual-search/

So what tips, info, hunches do you have about any up and coming sites/businesses who have yet to IPO/float or who you think have already gone public but could blow up. Who would you just love to invest some money into.

From Pintrest to Uber to Tesla to others we haven't even heard of who do you feel will be a winner?

Flip side who are the losers, could include the above but who do we need to get our money out of right now?
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drcool
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« Reply #1 on: March 06, 2017, 07:38:04 PM »

I know I am biased but... http://m.sportsbusinessdaily.com/Journal/Issues/2017/02/20/Marketing-and-Sponsorship/Fanatics.aspx?

Some of the long term deals we have signed with the leagues are pretty insane. I will be the first to say I know little to nothing about high level corporate finance but I love what we are doing and how we are growing. All the acquisitions we have made and deals we have signed all seem to make sense to me.
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Mackin USA
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« Reply #2 on: March 06, 2017, 07:56:23 PM »

Yahoo is a mess, sort thru the pieces of Y for good deals.  As they break up Y, some pieces will certainly be available for cheap.  Like Polyvore.
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Mr. Mackin
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« Reply #3 on: March 06, 2017, 08:06:01 PM »

Losers...  as Sears and others tank, the malls will too.  The mall operators are not going to find tenants like that again, no matter what they do.  Short mall operators.  Once the big stores fall, any malls with hotels, will be hurt the worst.  I'd sort thru mall operators who thought they were piggy backing on retail, who have hotels and condos attached to their malls (skip Mall of America, I don't mean them, the Japs will buy that just for fun), I mean boring mall ownership and operation companies, ones that need premium rents to operate hotels and condos, short those f### fucks.
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Mr. Mackin
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« Reply #4 on: March 06, 2017, 08:07:07 PM »

Buy calls for WayFair, Amazon or Jet has got to buy them, heavy goods are going to be a key of Amazon / Wal-Mart, and they're going to buy WayFair within 24 months.
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Mr. Mackin
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« Reply #5 on: March 06, 2017, 08:16:53 PM »

INDIA for the next 20 years

http://money.usnews.com/funds/mutual-funds/rankings/india-equity
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Mr. Mackin
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« Reply #6 on: March 06, 2017, 08:18:23 PM »

Its my understanding that WayFair is basically a dropship company with a very big budget.
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rcjordan
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« Reply #7 on: March 06, 2017, 10:21:53 PM »

>my understanding that WayFair is basically a dropship company with a very big budget

My understanding as well. 
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nffc
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« Reply #8 on: March 07, 2017, 03:40:18 AM »

>wayfair

Can't see that crew ever making a profit. A similar, but much smaller, UK operation got bought recently for no money https://www.retail-week.com/sectors/home-and-diy/dunelm-acquires-etail-rival-worldstores-for-85m/7016307.article

What we all think of wish.com ?
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ukgimp
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« Reply #9 on: March 07, 2017, 09:24:31 AM »

Wish app is an awesome bit of work.

Clean menus etc. Push notifications etc.

Cheap stuff though, and discounting is scary.

Main website is nowhere near as good.

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drcool
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« Reply #10 on: March 07, 2017, 02:23:23 PM »

>>Cheap stuff though, and discounting is scary

I want to know where those original prices are to be found. There are some pretty strict laws about having a markdown price, especially one that drastic.
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rcjordan
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« Reply #11 on: March 07, 2017, 02:25:51 PM »

You want to buy or build, NFFC?  Remind me of this thread in Wilmington.
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Mackin USA
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« Reply #12 on: March 07, 2017, 03:45:48 PM »

> or build

I also have a complete VC package with video.

I'll bring it along for your late night entertainment  Smiley
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Mr. Mackin
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« Reply #13 on: March 07, 2017, 05:45:18 PM »

Brick and Mortar, but if they go public I would definitely buy some stock in them: In-N-Out Burger, every one of them I've ever seen has always been packed with people.
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Mackin USA
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« Reply #14 on: March 08, 2017, 08:02:35 PM »

Retail CEO says the wave of stores closings 'may even accelerate'

So it isnít that people arenít spending money, but that they are spending money in new ways. And ways that have hit the apparel industry hardest.

https://beta.finance.yahoo.com/news/retail-ceo-says-the-wave-of-stores-closings-may-even-accelerate-190239085.html
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Mr. Mackin
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