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

Latest News from the World’s Leading Innovators

Granite Bay Capital

An innovation focussed investment company

Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

Headline Developments The battle is on between Fortnite developer Epic Games (private) and Apple (AAPL) - a David and Goliath case which, in a nutshell, will ask whether Apple is acting fairly by charging developers a 15-30% fee for all revenues made via subscriptions and in-app purchases.

Headline Developments The battle is on between Fortnite developer Epic Games (private) and Apple (AAPL) - a David and Goliath case which, in a nutshell, will ask whether Apple is acting fairly by charging developers a 15-30% fee for all revenues made via subscriptions and in-app purchases.

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

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

Weekly Innovation Review (WIRE) #30

Headline Developments The battle is on between Fortnite developer Epic Games (private) and Apple (AAPL) - a David and Goliath case which, in a...

Granite Bay Capital

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

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