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I have talked about eBay ( EBAY ) in a bullish manner since the stock broke out of its multi-year base pattern in early May. My initial article effort and argument for ownership is linked here . The company has undertaken a major business reorganization, with some financial engineering spri...
This article is part of a series that provides an ongoing analysis of the changes made to Larry Robbins' 13F portfolio on a quarterly basis. It is based on Robbins' regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Larry Robbins' Glenview Capital Management Portfolio artic...
A couple of developments are taking place in the e-commerce marketplace space which could turn into significant new competition for Amazon.com ( AMZN ). These could thus be relevant developments for Amazon.com, since the Amazon Marketplace is one of two major profit drivers (the other being ...
The following slide deck was published by eBay Inc. in conjunction with their 2020 Q2 earnings Read more ...
eBay, Inc. (EBAY) Q2 2020 Earnings Conference Call July 28, 2020, 05:00 PM ET Company Participants Joe Billante - VP, IR Jamie Iannone - CEO Andy Cring - Interim CFO Conference Call Participants Edward Yruma - KeyBanc Capital Markets Brian Nowak - Morgan Stanley Doug An...
Etsy ( ETSY ) has been one of the best-performing stocks in the last few months. Since the end of March, the company's shares appreciated by more than 95%, as its online traffic surged due to the implementation of strict lockdown measures all around the United States. At the same time, April w...
ETF Overview The First Trust Dow Jones Internet Index ETF ( FDN ) owns a portfolio of mostly large-cap and giant-cap Internet stocks in the U.S. The fund tracks the Dow Jones Internet Composite Index. Stocks in FDN’s portfolio should benefit from growing e-commerce sales, and increasi...
In keeping with the theme of my recent research, I'm writing about a company today that has seen a massive uptick in its business due to the recent turmoil. I've owned Etsy (NYSE: ETSY ) since last year when it was around 1/2 the size it is today, but I never thought I would see the company tr...
Introduction PayPal ( PYPL ) delivered an astonishing set of 20Q1 results on Wednesday, with revenue growth accelerating to 20% year-on-year in April, despite the COVID-19 lockdown. Shares rose 8.5% to $139.24 in after-market trading. We were wrong with our Neutral rating , last up...
If you buy things you do not need, soon you will have to sell things you need. – Warren Buffett Retail is dead. Physical store demand is not there. People are moving to e-commerce. Amazon ( AMZN ) is killing brick and mortar. These are all punchlines that everyone is throwing around...