Value Investing Where do you find your best value investing ideas ? |
- Where do you find your best value investing ideas ?
- Best Management Teams
- Am I missing something or do IPOs seem like a really bad deal?
- Tix Letter to Haren S. Bhakta - July 5, 2019
- Wix.com (WIX) Analysis: Future Growth Potential and Understanding Their Business Model
- How did supply and demand change? Steven Wood (GreenWood) & Fred Liu (Hayden Capital) discuss
| Where do you find your best value investing ideas ? Posted: 08 Jul 2019 05:16 PM PDT
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| Posted: 08 Jul 2019 05:19 PM PDT What are your favorite public management teams? Are there defining characteristics that give you confidence in their decision making process? It's an interesting but important topic and would love to hear this subreddits perspective. [link] [comments]  |
| Am I missing something or do IPOs seem like a really bad deal? Posted: 09 Jul 2019 01:06 AM PDT I'm talking about your standard book build not the new direct stuff that slack and spotify did recently. Anyway, thinking about it, as an investor, the way these deals are structured, it seems to me your upside is severely limited while your downside is not. You apply for your allocation through your broker. If its a popular IPO, it will be oversubscribed and your upside is scaled back as you get less shares than you applied for. Since high demand tends to equal high prices, when you make a good pick you're not rewarded as well as you should be. If on the other hand the IPO is a dud you'll get your full allocation and you'll get to experience the lovely likely subsequent shareprice drop in full. Unless you're absolutely certain the IPO price is way undervalued, I don't see why you'd want to participate. And lets face it if we could be certain about things we'd all just go to vegas and forget about this whole investing thing anyway. It's a game of risk vs reward and unless I'm missing something IPOs don't seem to add up very well for us pleb individual investors. [link] [comments]  |
| Tix Letter to Haren S. Bhakta - July 5, 2019 Posted: 08 Jul 2019 08:12 AM PDT |
| Wix.com (WIX) Analysis: Future Growth Potential and Understanding Their Business Model Posted: 08 Jul 2019 11:34 AM PDT Website builders like Squarespace, Weebly and Wix have become a popular way of designing websites. Its easy to use website building tools allow users to easily create a professional looking website with little to no experience. But why are website builders like Wix.com becoming such a popular choice even among expert website developers? For beginners, Wix Editor is an easy to use tool that allows you to design your website exactly how you want it using drag and drop tools. There's also Wix ADI which is an artificial intelligence that designs the site for you based on knowledge it gathers of what you like. For developers, Wix offers a product called Wix Code which gives you full control over your website's functionality with Javascript and Wix Code APIs. Important Terms Registered User: Created an account, for free User Cohort: Aggregation of users added in given time period Premium Subscription: A package purchased by a user; a single user can purchase more than one subscription Cohorts Cohorts are referred to as a subset of users, categorized by acquisition date. It allows companies to analyze important subscriber metrics like churn, which is when a subscriber ends their paid subscription with a company. TROI (Time to Return On (Marketing) Investment) TROI can be found by this formula: Revenue gained per Subscriber / Cost to acquire each Subscriber How does TROI tie into Cohorts? Say your first month of business you gain 100 registered users with 10 of these users paying for a premium subscription. Next month you gain 200 more registered users with 20 of these users paying for premium as well as 10 more of the users from last month converting to premium. Each month your goal is to:
Now say you invest $100 in marketing and in return gain $10 in revenue from subscribers. Overtime your revenue from subscribers will continue to increase as more people continue to pay their subscription or convert to premium. So that initial marketing investment will continuously increase revenue overtime. So cohorts are important because they are a driving source of future revenue growth. You want last month's registered users to convert to premium and premium users to continue paying for their subscription. Wix Subscriber Growth
What makes Wix stand out New Products: Improving and creating new products like Wix Ascend and Turbo create opportunity to expand their user base and convert users to premium subscriptions. Global Penetration: Continued penetration into the company's geographic area of operations will drive revenue growth into the future. Brand: Wix.com is the strongest brand in the industry with over 4 million average monthly searches from Jan-Mar 2018 Partnerships: Partnerships with the NY Yankees and Manchester City FC are a great way to reach new audiences in an engaging way Acquisitions: DeviantArt, the largest online art gallery and community, was acquired by Wix in February of 2017 E-Commerce: Massive growth in e-commerce and transition to mobile sales will give Wix significant long term opportunities with global e-commerce expecting $5T by 2021, according to eMarketer [link] [comments]  |
| How did supply and demand change? Steven Wood (GreenWood) & Fred Liu (Hayden Capital) discuss Posted: 08 Jul 2019 10:45 AM PDT |
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