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Re: Twitter Spaces notes, Part 6MG. I think Coinbase will be a zero at some point. What is the model of this business? Marc. Good question! I'm not a spreadsheet guy, I do the math in my head. A guy sent me something today, I think $60 in 6 months with B plus execution. $350m EBITDA, 17x EBITDA. Marc: I think my friend is being conservative. Wayfair has said it will have to cut spending. Headwinds to tailwinds. I think numbers and expectations are low. The Street is negative; no coverage. OSTK is a runner. This stock can move. |
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Msg # | Subject | Author | Recs | Date Posted |
44373 | Re: Twitter Spaces notes, Part 7 | CreightonAlum | 0 | 6/29/2023 1:04:29 PM |