$EBAY looks interesting. Valuation isn't crazy. Further weakness attracts strategic buyers, and everyone needs to sell their stuff to offset crypto & tech losses.pic.twitter.com/2rBvlux6Rl
I don't know their numbers like P/E but from a practical perspective, most of the categories that they sell into are under major threat, either by Amazon or Facebook Marketplace. Their share is falling AFAIK almost everywhere they're operating.
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Do you have a feel for what is driving that leakage? Better buyer experience? Better discovery tools/features?
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eBay does a lot of things, so you need to break each down by category. For new products: amazon has a better return policy, shipping, and now selection For used products: everyone knows how to use facebook and more people use it than ebay so its more practical to sell
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Looks like your practical perspective on
$EBAY is playing out in the numbers.$PYPL disclosed weakening volume growth on the platform. Have you tried out Ebay's new managed payments product? This is why I love TWTR. I can throw out a name & ppl chime in with thoughtful takes.pic.twitter.com/dSkeyTECK9
Thanks. Twitter will use this to make your timeline better. UndoUndo
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