One of our online retailers is Wayfair. I was looking at their Q4 2017 10K and surprised their price is going down. Couple points: Undervalued compared to Amazon (compare market cap to annual sales). Amazon’s market cap is more than 4X revenue. Wayfair is just over 1X revenue. Wayfair has posted losses, but they are investing heavily in a growing business. Getting close to top 10 online retailer and in terms of home furnishings I suspect they are actually LARGER than Amazon. Year over year, sales went UP (46% in Q4 2017) while COGS and overhead were relatively consistent or…
A few years ago I saw a really interesting documentary on Netflix called Who Killed The Electric Car that discussed General Motor’s fully electric car called EV1, the fanatical owners that owned them, and how GM quickly forced the owners to return them. It is one of those stories that makes you shake your head in disbelief. The California Air Resource Board mandated in 1990s that the big car manufactures make an electric car or lose the right to continue selling gas cars in California. It is one of those mandates Texas hates. It is anti-business. It is a tree-hugging…
There are so many companies that help analyze Twitter data, including Twitter's analysis page, which I just found. A couple weeks ago I had Simply Measured run a free report on my Twitter data. Honestly, a lot of it I could have told you before I looked. But it confirmed what I already know. There are a ton of social tools out there, I have a list of social tools you can check out. Here is what I learned from Twitter and Simply Measured. Twitter Honestly, I don't think their tool is working right. They have three sections: Tweets, Twitter Followers, and…
From time to time I pull up comScore's Online Video Rankings. It has some useful info like viewers of the top 10 online video properties, top YouTube channels, and top video ad properties. One of the things that I don't understand is why Yahoo doesn't get more serious about video and why Apple is a no show. Thought I would share some of what I found. Monthly viewers is up this year (taking a 10 month average) to 188 million monthly viewers. That is an increase of 2.2%. That growth has not been shared across channels. YouTube monthly viewers is…
I think one of the most fascinating things going on right now is Bitcoin. What is Bitcoin? Don’t feel dumb. Even my aunt, who is in banking, hadn’t heard of it. The best explanation I have heard was on this Podcast on Vice. Sidenote, Vice is the best thing on YouTube. I have been interested in cryptography for some time. One of my favorite non fiction books is The Code Book by Simon Singh. In 2012 I was fascinated by an article in Wired that discussed The Silk Road and ones ability to buy just about any nefarious product using…
Some friends and I took a stab at a YouTube channel. Check out Red Flying Horse if you haven’t yet. Ever since, I have paid more attention to online video metrics. Online video is growing tremendously. Every now and then I will check out comScore’s Online Video Rankings. In particular I think the Top U.S. Online Video Content Properties Ranked by Unique Video Viewers is really interesting. This is basically the biggest online sites based on the number of viewers. If you want the highlights, I came up with the top 5 facts. 188.98 MM Americans watched over 22 hours…
