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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Mike‏ @NonGaap 10 Oct 2018
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      $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

      2 replies 0 retweets 7 likes
    2. Molson Hart‏ @Molson_Hart 10 Oct 2018
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      Replying to @NonGaap

      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.

      2 replies 0 retweets 1 like
    3. Mike‏ @NonGaap 10 Oct 2018
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      Replying to @Molson_Hart

      Do you have a feel for what is driving that leakage? Better buyer experience? Better discovery tools/features?

      1 reply 0 retweets 0 likes
    4. Molson Hart‏ @Molson_Hart 10 Oct 2018
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      Replying to @NonGaap

      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

      1 reply 0 retweets 2 likes
    5. Molson Hart‏ @Molson_Hart 10 Oct 2018
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      Replying to @Molson_Hart @NonGaap

      We sell on eBay and Amazon and Amazon's back-end systems are so much more intuitive and easy to use than eBay's. Auctions and listing fees are confusing, compared to our postings on facebook as well. eBay does other stuff and can't speak for that.

      2 replies 0 retweets 2 likes
      Molson Hart‏ @Molson_Hart 10 Oct 2018
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      Replying to @Molson_Hart @NonGaap

      Anyways, this is born out in the data. They are losing share.

      12:51 PM - 10 Oct 2018
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      • Mike
      0 replies 0 retweets 1 like

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