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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. Molson Hart‏ @Molson_Hart 29 Nov 2019
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      Usually we get roughly the same amount of orders on eBay as we do on http://Walmart.com  but during Black Friday Walmart 5x'd eBay. I am extremely not bullish about eBay. Feels like craigslist, with all their verticals being attacked successfully by other players. @NonGaap

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    2. Molson Hart‏ @Molson_Hart 29 Nov 2019
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      Wow. I can't believe their stock price has run up this much. Look at their competitive threats: - Amazon/Walmart is taking their new product business - Amazon is taking their used product business (renewed) - Facebook/Mercari are taking heavily used product businesspic.twitter.com/1nLatbR5ba

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    3. Gergely Svigruha‏ @gsvigruha 29 Nov 2019
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      Replying to @Molson_Hart @NonGaap

      3x since the dotcom bubble (probably 2x inflation adjusted)? Thats actually very weak compared to other tech companies survived this long.

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      Molson Hart‏ @Molson_Hart 29 Nov 2019
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      Replying to @gsvigruha @NonGaap

      Outside of amazon and Microsoft who are some examples of tech stocks that have rocketed up since March 2000? Yahoo? Only because of alibaba if it did.

      9:01 AM - 29 Nov 2019
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        1. Gergely Svigruha‏ @gsvigruha 29 Nov 2019
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          Replying to @Molson_Hart @NonGaap

          Yeah i guess most of the examples i had started after the bubble Netflix 2002 Salesforce 2004 (that genuinely surprised me thought it was older).

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