Print Page - If they were a publicly traded company, I would put money down.

Title: If they were a publicly traded company, I would put money down.
Post by: nffc 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?

Title: Re: If they were a publicly traded company, I would put money down.
Post by: DrCool 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.

Title: Re: If they were a publicly traded company, I would put money down.
Post by: Mackin USA 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.

Title: Re: If they were a publicly traded company, I would put money down.
Post by: Mackin USA 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 fuck fucks.

Title: Re: If they were a publicly traded company, I would put money down.
Post by: Mackin USA 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.

Title: Re: If they were a publicly traded company, I would put money down.
Post by: Mackin USA on March 06, 2017, 08:16:53 PM

INDIA for the next 20 years

http://money.usnews.com/funds/mutual-funds/rankings/india-equity

Title: Re: If they were a publicly traded company, I would put money down.
Post by: littleman on March 06, 2017, 08:18:23 PM

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

Title: Re: If they were a publicly traded company, I would put money down.
Post by: rcjordan 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.

Title: Re: If they were a publicly traded company, I would put money down.
Post by: nffc 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 ?

Title: Re: If they were a publicly traded company, I would put money down.
Post by: ukgimp 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.

Title: Re: If they were a publicly traded company, I would put money down.
Post by: DrCool 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.

Title: Re: If they were a publicly traded company, I would put money down.
Post by: rcjordan on March 07, 2017, 02:25:51 PM

You want to buy or build, NFFC? Remind me of this thread in Wilmington.

Title: Re: If they were a publicly traded company, I would put money down.
Post by: Mackin USA 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 :)

Title: Re: If they were a publicly traded company, I would put money down.
Post by: littleman 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.

Title: Re: If they were a publicly traded company, I would put money down.
Post by: Mackin USA on March 08, 2017, 08:02:35 PM

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

So it isn't that people aren't 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

Title: Re: If they were a publicly traded company, I would put money down.
Post by: rcjordan on March 16, 2017, 07:25:30 PM

I'd be on the lookout for cheap electric car kits, under $10k. Probably going to be IKEA-style; flat-packed & shipped, partially DIY assembly. A limited range will be OK. Africa, India, Pacific Rim markets. There are a few starters out there, but none strike me as having the right mix of price/form/function.

I like this idea for mini-tractors, and the company *might* be worth exploring.

http://www.npr.org/sections/goatsandsoda/2016/03/29/472129577/meet-a-tractor-that-can-plow-fields-and-talk-to-the-cloud

http://www.hellotractor.com/

http://www.dailymail.co.uk/sciencetech/article-2538735/The-flat-pack-car-build-inventors-claim-hour.html

https://www.osvehicle.com/osv-platform/

https://arstechnica.com/cars/2016/09/ox-flat-pack-truck/ (diesel, though)

>under $10k
For $$-reference: https://www.eliomotors.com/

Title: Re: If they were a publicly traded company, I would put money down.
Post by: littleman on March 16, 2017, 08:41:58 PM

>eliomotors

I'd be all over that.

Title: Re: If they were a publicly traded company, I would put money down.
Post by: rcjordan on March 16, 2017, 09:36:28 PM

>elio

http://th3core.com/talk/water-coolerextra/elio-motors/

I'm not risking more than $100. They needed gas to be $4/gal to drive interest, imo. In the interim, electric cars are looking viable and even 80+ mpg has lost a lot of its sexiness vs (the long tailpipe of) e-cars.

<added>
https://www.google.com/finance?cid=839790131985498

https://www.equities.com/news/elio-motors-first-company-to-go-public-under-reg-a

ZACKS UPDATE ON ELIO MOTORS – MISINFORMATION CLARIFIED
http://scr.zacks.com/News/Press-Releases/Press-Release-Details/2017/Zacks-Update-on-Elio-Motors--Misinformation-Clarified/default.aspx

Elio Motors Serves As Example Of What Can Go Wrong With Equity Crowdfunding
http://seekingalpha.com/article/4040198-elio-motors-serves-example-can-go-wrong-equity-crowdfunding

Title: Re: If they were a publicly traded company, I would put money down.
Post by: rcjordan on March 18, 2017, 03:24:42 PM

$37,495 all-electric vehicle with a range of nearly 240 miles on a single battery charge.

http://www.businessinsider.com/2017-chevy-bolt-review-photos-2017-3

Only $20-25k too high, but it's new-ish tech AND the old manufacturers have massive baggage (unions, out-dated/oversized factories, stockholders, pension plans) to support. Here, I'm reminded of print publishers trying to come to grips with internet-age cost & revenue dynamics.

Title: Re: If they were a publicly traded company, I would put money down.
Post by: Mackin USA on March 18, 2017, 07:29:35 PM

> pension plans

Search > union unfunded pension liability

SCARY $HIT

Title: Re: If they were a publicly traded company, I would put money down.
Post by: Travoli on March 20, 2017, 06:40:46 PM

Mech technology could be profitable. Construction, mining, military, etc...

Company: Hankook Mirae Technology

https://www.youtube.com/watch?v=hpiJl3aicr4

Jeff Bezos tries this one.

http://www.theverge.com/2017/3/20/14979620/jeff-bezos-robot-method-2-mars2017-conference

Title: Re: If they were a publicly traded company, I would put money down.
Post by: rcjordan on March 20, 2017, 10:14:29 PM

This!

http://hackaday.com/2017/03/20/hanging-3d-printer-uses-entire-room-as-print-bed/

Title: Re: If they were a publicly traded company, I would put money down.
Post by: Travoli on March 21, 2017, 08:33:25 PM

https://www.kickstarter.com/projects/mymanu/mymanu-clik-truly-wireless-earbuds-with-voice-tran

Earbuds that translate in real time. This device is unimportant IMHO, but the software could be acquired and applied on smartphones.

Title: Re: If they were a publicly traded company, I would put money down.
Post by: rcjordan on March 22, 2017, 02:43:31 PM

500% funded in Kickstarter

http://phandroid.com/2017/03/22/superscreen-kickstarter/

Title: Re: If they were a publicly traded company, I would put money down.
Post by: rcjordan on March 28, 2017, 11:33:32 AM

Looks like there's a pretty good pent-up demand for the above big aux screen for phones. I threw $100 at them. From their update email: "With your ongoing support, trust, and loyalty to our campaign we secured $1MM in less than 7 days."

Title: Re: If they were a publicly traded company, I would put money down.
Post by: rcjordan on May 10, 2017, 02:34:47 PM

>>wayfair

>Can't see that crew ever making a profit.

Andrew Left Scrutinizes Wayfair's Q1 Earnings, Says Company Will Never Make Money

https://www.benzinga.com/analyst-ratings/analyst-color/17/05/9428032/andrew-left-scrutinizes-wayfairs-q1-earnings-says-compan

Title: Re: If they were a publicly traded company, I would put money down.
Post by: DrCool on May 10, 2017, 06:49:27 PM

http://www.espn.com/nfl/story/_/id/19337046/nfl-drops-95m-stake-fanatics

The NFL just kicked in $95 mil for a stake in Fanatics. MLB, and the NFLPA have also purchased stakes in the company. Very interesting partnerships since we are also licensees of them and run their ecommerce operations. The more they help us and work with us the more their investment is worth. Win-win for everyone. Except everyone else in the licensed sports merchandise business.

Title: Re: If they were a publicly traded company, I would put money down.
Post by: Mackin USA on May 11, 2017, 12:25:19 PM

WAY KWEL, cool ;D

Title: Re: If they were a publicly traded company, I would put money down.
Post by: nffc on May 11, 2017, 12:55:51 PM

>NFL

Very good move, if they make a success of Football it would kick things up another level, world-wide sport.

Stick me on the pre-approved IPO list ;)

Title: Re: If they were a publicly traded company, I would put money down.
Post by: Rumbas on May 11, 2017, 02:04:35 PM

>Stick me on the pre-approved IPO list

Hear hear, me too, ditto.

Title: Re: If they were a publicly traded company, I would put money down.
Post by: DrCool on May 12, 2017, 01:14:54 AM

>>if they make a success of Football

That is the plan. If we want to have any chance of hitting our 5 year goals the global football market will be a big part of that.

Title: Re: If they were a publicly traded company, I would put money down.
Post by: rcjordan on May 12, 2017, 08:48:38 PM

QuoteInfinite volume 3D printer that's built for autonomous production. This printer can produce row after row of 3D printed parts, or it can print an object longer than the build plate.

Build volume is 340 mm by 340 mm by whatever.

Retail price (on Kickstarter) comes in at €9,500 (ouch)

http://hackaday.com/2017/05/12/another-printer-with-an-infinite-build-volume/

Company out of the Netherlands, Blackbelt 3D (http://blackbelt-3d.com/ -site down)

Title: Re: If they were a publicly traded company, I would put money down.
Post by: nffc on May 12, 2017, 11:03:52 PM

>That is the plan. If we want to have any chance of hitting our 5 year goals the global football market will be a big part of that.

Euros a little different about "fit", as in it actually has to fit (Drastic will confirm) ;)

We want to see on a model, need models measurements, ideally (maybe compulsory) with video, will make a massive difference. Can be done cheap too, Asos style. Will see if I can find video, just a small bright white room, "pretend" catwalk, an Imac and one person. They production line it.

Mr Porter the same presentation, massive players. Porter group financials http://www.ynap.com/document/trading-statement-for-the-first-quarter-to-31-march-2017/

Compare and contrast.

http://www.asos.com/nike/nike-ultra-raw-hem-t-shirt-in-orange-847542-856/prd/7421137

http://www.fanatics.com/COLLEGE_Syracuse_Orange/Syracuse_Orange_Nike_University_Basketball_T-Shirt_-_Orange

These are fashion items, statement pieces, having a monopoly on the teams shouldn't make the presentation lazy. Will help hugely with returns too.

Expecting options pre-IPO now ;)

Title: Re: If they were a publicly traded company, I would put money down.
Post by: rcjordan on September 01, 2017, 10:19:27 PM

This one. I'd put money on this one.

https://www.fastcompany.com/40462372/roku-tvs-most-quietly-important-company-plans-to-go-public

Title: Re: If they were a publicly traded company, I would put money down.
Post by: rcjordan on February 22, 2018, 06:55:20 PM

>>>wayfair

Wayfair plummets after posting a big loss

http://markets.businessinsider.com/news/stocks/wayfair-stock-price-plummets-despite-active-customer-growth-revenue-beat-2018-2-1016729448

The Core

Why We Are Here => Economics & Investing => Topic started by: nffc on March 06, 2017, 07:29:47 PM