Independent Research, US Dominant Players, Investment Talk

Investment Talk

Independent Research, US Dominant Players

Investment Talk is for readers who wish to learn about companies that are potentially outside of their own circle of research, as well as those who are longing to become part of a community of like-minded investors and learn more about investment research. I would describe myself as a long-term investor who typically takes a 3Y to 5Y outlook, before reassessing once that period matures. I follow the adage that one should research, reach a conclusion, and then verify and continue to hold so long as the thesis remains intact. My own investing style is one that seeks to find dominant players within their respective market who have shown signs of monopoly or oligopolistic behaviour, unlikely to be disrupted, in tandem with discovering market disruptors who have a high likelihood of disrupting their respective market. Equally (and weighted accordingly) I seek to discover more nuanced, misunderstood, situations with a shorter time frame.

Thematic (Sector/Industry)

<ul><li>A while ago I wrote a piece about share cannibals and where to find them. Since we introduced the ability to screen for share cannibals at Koyfin (the screener I use, if interested) I have been exploring aggressive share repurchasers more often.</li><li>Evident to me, is the disparity in attitudes towards share repurchases between US and European stocks.</li><li>When casting a wide geographical net in the screener and searching for the loftiest reduction in share count (as a %), the US companies proliferate the output.</li></ul>

A while ago I wrote a piece about share cannibals and where to find them. Since we introduced the ability to screen for share cannibals at Koyfin (the screener I use, if interested) I have been exploring aggressive share repurchasers more often.Evident to me, is the disparity in attitudes towards share repurchases between US and European stocks.When casting a wide geographical net in the screener and searching for the loftiest reduction in share count (as a %), the US companies proliferate the output.

Companies That are Fixated on Buying Back Stock

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>eBay has the potential to become a trillion-dollar AI powerhouse in e-commerce</li><li>Offers anti-inflationary savings and eliminates fraud risks</li><li>Seen as undervalued with high growth potential compared to Amazon</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

eBay has the potential to become a trillion-dollar AI powerhouse in e-commerceOffers anti-inflationary savings and eliminates fraud risksSeen as undervalued with high growth potential compared to AmazonThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Crypto in Sports, Sporting Crypto

Sporting Crypto

Crypto in Sports

Breaking down the intersection between Sports and Crypto

Intersection Between Sports and Crypto

<ul><li>In May 2022, I wrote about ebay, and how they were ‘skating to where the puck is going’ after they announced an exclusive deal to sell Ice Hockey legend Wayne Gretzky NFTs, at the time.</li><li>We haven’t seen much of (2) from Ebay so far, but it looks like they’re trying to push hard on the natively digital front.</li><li>One of the things that I also wrote about was how important a place Ebay became for the reselling of physical collectables during the Covid pandemic.</li></ul>

In May 2022, I wrote about ebay, and how they were ‘skating to where the puck is going’ after they announced an exclusive deal to sell Ice Hockey legend Wayne Gretzky NFTs, at the time.We haven’t seen much of (2) from Ebay so far, but it looks like they’re trying to push hard on the natively digital front.One of the things that I also wrote about was how important a place Ebay became for the reselling of physical collectables during the Covid pandemic.

eBay to Connect Fans With Athletes Using Sports NFTs

<ul><li>eBay have made their first foray into NFTs by launching Wayne Gretzky collectibles, starting as low as $10 for their ‘Green’ tier, ensuring affordability for the everyday fan.</li><li>They’ve partnered with <a href="https://www.oneof.com/" target="_blank" rel="noopener">OneOf</a>, who help lifestyle and sports brands drop NFTs - as well as having their own marketplace for resale purposes.</li><li>Buyers were able to purchase in fiat and were then taken to a landing page to mint the NFT for free.</li></ul>

eBay have made their first foray into NFTs by launching Wayne Gretzky collectibles, starting as low as $10 for their ‘Green’ tier, ensuring affordability for the everyday fan.They’ve partnered with OneOf, who help lifestyle and sports brands drop NFTs - as well as having their own marketplace for resale purposes.Buyers were able to purchase in fiat and were then taken to a landing page to mint the NFT for free.

Sporting Crypto - May 30th 2022: eBay Skate to where the puck is going

CEO, Rock and Turner

James Emanuel

Rock and Turner

investment advisory company Rock and Turner.

Investment Advisory Company

<ul>
<li>Visa and Mastercard, undoubtedly both great companies but are they good investments right now?</li>
<li>I analyse both Visa and Mastercard in detail and compare their businesses, their threats and opportunities, and of course their relative valuations.</li>
<li>In the course of this analysis, I identified one stock that looks like a far better bet than either Visa or Mastercard if you are seeking alpha for your portfolio.</li>
<li>In fact, Mastercard itself has just invested $100m in this other company due to its growth potential. You can too!</li>
<li>By the end of this article, you will fully understand all three of these businesses and be well positioned to make an informed investment decision for yourself.</li>
</ul>


Visa and Mastercard, undoubtedly both great companies but are they good investments right now?
I analyse both Visa and Mastercard in detail and compare their businesses, their threats and opportunities, and of course their relative valuations.
In the course of this analysis, I identified one stock that looks like a far better bet than either Visa or Mastercard if you are seeking alpha for your portfolio.
In fact, Mastercard itself has just invested $100m in this other company due to its growth potential. You can too!
By the end of this article, you will fully understand all three of these businesses and be well positioned to make an informed investment decision for yourself.


Airtel Africa Is The Solution For Investors Worried About Visa And Mastercard Valuations

United States

eBay Inc. operates an online trading community.  The Company's service is used by buyers and sellers for the exchange of products and services such as coins, collectibles, computers, memorabilia, stamps and toys, as well as concert and sporting tickets.  eBay also offers, through a subsidiary, secure online payment services.

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Ebay Inc (EBAY US)

Companies That are Fixated on Buying Back Stock

Since we introduced the ability to screen for share cannibals at Koyfin (the screener I use, if interested) I have been exploring aggressive share...

Investment Talk

Ebay Inc (EBAY) - Monday, Jan 22, 2024

eBay has the potential to become a trillion-dollar AI powerhouse in e-commerce. Offers anti-inflationary savings and eliminates fraud risks

Value Investors Club (VIC)

eBay to Connect Fans With Athletes Using Sports NFTs

In May 2022, I wrote about ebay, and how they were ‘skating to where the puck is going’ after they announced an exclusive deal to sell Ice Hockey...

Sporting Crypto

Sporting Crypto - May 30th 2022: eBay Skate to where the puck is going

eBay have made their first foray into NFTs by launching Wayne Gretzky collectibles, starting as low as $10 for their ‘Green’ tier, ensuring...

Sporting Crypto

Airtel Africa Is The Solution For Investors Worried About Visa And Mastercard Valuations

Visa and Mastercard, undoubtedly both great companies but are they good investments right now? I analyse both Visa and Mastercard in detail.

James Emanuel

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)