Twitter Spaces notes, Part 5 | BYON Message Board Posts


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Msg  44371 of 44383  at  6/29/2023 12:53:55 PM  by

CreightonAlum


 In response to msg 44370 by  CreightonAlum
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Re: Twitter Spaces notes, Part 5

Could have paid $200m for Bed Bath assets. 
 
Porter. The home business is a great category. 

OSTK has a terrible brand name but done okay against WMT. 

OSTK gets 30 years of Bed Bath marketing. 

Binance. 

Pls discuss shift in focus re: home decor. 

Marc. I've been in OSTK for years. Bryne sued me. He was unfit to be CEO. Brought in J. Johnson. Steady guy. Doesn't make mistakes. 

Switched from "stuff" to home. #4 in online home. OSTK is ahead of Target!

This is a combination of #4 and #8. Now 100% home. 

The story today: headwind to tailwind. 

I have a strong belief in OSTK. 

Paul. 

OSTK is taking BBY's name. 

Marc. BBY stock is worthless. BBYQ is worth zero. 

Paul. I looked at the new website. It looks good! Reasonable prices. 




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Msg # Subject Author Recs Date Posted
44372 Re: Twitter Spaces notes, Part 6 CreightonAlum 0 6/29/2023 12:59:58 PM




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