Article Says Now with CEO Gone, AMZN and EBAY Could be Interested in Deal with GRPN. LINKED
Why I'm Buying Groupon 3/1
By: Richard Tarjefi
All-in-all, I think Groupon has a sustainable business. I think revenue continues to grow for as long as it provides value to the consumer. I think the right person at the top can get costs in line with expectations and or exceed them and I would not be at all surprised to see another offer to buy out the brand. Amazon (AMZN) is attempting to grow in the space, eBay (EBAY) could make a good fit and I'm sure the people at Google have not forgotten the value they placed on Groupon's highly valuable consumer database. I think any of the three could make a great marriage to Groupon and quickly turn their talent, expertise and resources into a profit with Groupon's model and consumers. Now that egos may have been checked, it seems like the possibility for a mutually beneficial deal still exists.
However, even if that day never comes, Groupon clearly knows how to generate revenue, if it gets costs in line and keeps the consumer coming back for more, it will thrive in the coming years.
Therefore it's my belief that Groupon is the deal we are getting half off on and should take full advantage while it's still on the table.
Google hasn't forgotten the value (based on GRPN cooked books per SEC) it placed on Groupon. Are they kidding. Oh yea they know the retail investor doesn't do DD so that whole accounting thing that came to light just after the IPO won't be known. Google knows it so they're thankful to avoid this mess. Seeking Alpha knows the real story but they also know the retail investor is a sucker. Shame on you pumper for helping them.
Google will step in and integrate Groupon into there fold...if Amazon starts tanking in the next few weeks, then place your bets on Groupon partnership with Google! Google will crush Amazon like they did with Apple, once the partnership is announced!