Twitter Spaces notes, Part 6 | BYON Message Board Posts


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Msg  44372 of 44383  at  6/29/2023 12:59:58 PM  by

CreightonAlum


 In response to msg 44371 by  CreightonAlum
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Re: Twitter Spaces notes, Part 6

MG. 

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




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