He compared FB to Google which he said "stalled" in the 200s. People are listening to someone who is implying that people should not have bought Google in the 200s? If I cared enough I'd look and see how long it "stalled." That would be interesting.
December 10, 2012. That's when you began posting from the short side here. The adjusted-for-dividend close was $45.91, according to Yahoo, so any profit you may have appears to be on the rocks. Yet you continue to indicate you have a pulse on this company, despite never visiting an international store, and posting about logos when I already told you last month they've drastically cut logo use in women's clothes. I doubt anyone cares about Q2 in retail, by the way, but feel free to post daily your opinion of the significance of whether they beat or not.
From Wikipedia: "In 2006, McDonald's changed the design of their McFlurry containers to be more hedgehog-friendly. Previously, hedgehogs would get their heads stuck in the container as they tried to lick the remaining food from inside the cup. Then, being unable to get out, they would starve to death. Domesticated hedgehogs display this behavior by getting their head stuck in tubes (commonly, lavatory paper tubes) and walking around with the tube on their head."
Calling people douches won't stop JAY-Z from mentioning Tumblr every concert every time he performs Tom Ford on tour. That's some pretty good free product placement considering he always seems to be on tour, and that song has made the last two tour set lists.
Don't recall him rapping about Bebo, or Bebo ever having the Alexa numbers Tumblr has (remembering that Alexa doesn't count mobile apps). And it ought to have been obvious to anyone by 2008, when Bebo was bought that Facebook was going to be the winning social network. Digg would have been a better example of your point, but Digg screwed itself by changing its format. Screwing up Tumblr is something Marissa has promised not to do.
I love my anecdotal points! I said I don't need to hear *your* anecdotal points, in part because, you did say this "I have always had 1 ID, its ALWAYS had Hotmodel in it and the only reason it gets deleted is cause I make fun of Coldone and have done so for the past 150ID's."
I don't read HOTMODEL posts. Responding to the ones in my thread is a reminder why I don't. You say Twitter is unprofitable, but Twitter had adjusted profits last quarter. And you're right, you didn't mention "microblogs" when talking about Tumblr, which is described, like Twitter, as a "microblog" on Wikipedia and in the media. So your premise that blogging is a fad that you think is over isn't really relevant. I could go on, but I don't need to hear anecdotal evidence of your own digital experiences, and the fact you say you created over 150 Yahoo Finance IDs suggests your digital experiences are not representative of mainstream digital experiences.
My first post on this board was in 2011, which is when I said I bought. Although I can understand why you might incorrectly assume people post under multiple IDs since you created the one you're using in May 2014.
It is fun to watch you argue against yourself by mentioning Instagram, which has only recently started rolling out ads, because Facebook, like Marissa, get that building a user base first is more important than immediate monetizing.
Your post sounds like you don't even know how Tumblr works or why people blog. Or that Twitter is a "microblog." Yeah, you're really up on the latest trends!
"Jackson has been a champion of Yahoo long before missy took the helm. Get a life"
Jackson was also a champion of Marissa before he became a non-champion of Marissa.
This is a stock message board, and you imply that Eric Jackson has always been right about Yahoo, and I can comment when Jackson admits himself that he was wrong about Marissa.
But thanks for telling me to get a life. How many hundreds of posts have you made since you created this ID a few months ago? Hundreds. Yes, you totally sound like an expert in debating and also having a life.
If you're right he has been in longer than me and paid more. I started buying at the end of 2011 at $15-$16. Reddit would be a good acquisition at the right price. As for your opinions about profitability, I wonder if you or Jackson would have said the same things about YouTube and Instagram. That's what make's Jackson's Tumblr rants so ridiculous: Marissa is following the same playbook as Google and Facebook.
Why is it that the people who call others morons on stock message boards always seem to get everything wrong? If you're long, and Jackson could actually coordinate a proxy fight, you're free to vote with him, and I'll vote against him, and nothing you've said makes Buzzfeed cooler than Tumblr. By the way, I think Jackson has owned this stock much longer than me, I'm guessing at a higher price, so that doesn't make him a better investor in this case.
"Either way, $4.25 is about 325 million which is easy."
Pretty sure if the Gap, run by a former drug store CEO can do $1.2 billion, over a decade after the end of the 1990s, ANF can eventually do $325 million. Although the number will probably be smaller to get to $4.25 as ANF buys back more shares.
Even at this company's peak sales around 2007, you could survey four random high school students and find 3 that would have said they didn't like the brand. Newsflash: high schools and colleges have always had different groups of kids with different fashion styles.
My post had a new piece of useful information: competitor ARO has apparently stopped advertising men's wear on Instagram.
You're just posting the same (often inaccurate) stuff again and again, without visiting any international stores, or web sites, and then pretending to know that international margins reported are impossible (according to you).
Glad to see in a post that starts with saying I wouldn't take what four kids seriously, you're taking what four kids say seriously. Keep visiting those US domestic stores. The investment community has obviously overlooked visiting those according to you.
I think anecdotal evidence from four teens is meaningless, but I had a good laugh when I saw they all gave ARO a thumbs down. I laughed more when I looked on Instagram and saw that ARO apparently isn't bothering to market to guys there. Weeks of nothing but Instagram ads in their feed directed at women. I get why they want to market to women: to try to compete with Forever 21. But ignoring half your customer base is dumb. Hope ANF grabs some of that male market share from ARO.
Also glad to see video on the Hollister Instagram feed lots of kids partying at the Hollister House, which our non-stop board short said would be empty because the brand is dead according to him.
How much longer are we going to see you in media telling us about Marissa wasting money. What do you think Tumblr is worth *NOW*? If Snapchat is worth $10 billion, and WhatsApp is worth $19 billion, than I'm pretty sure Tumblr was a good investment, worth more than all of the money that you say Marissa has wasted. If anything, advocate spinning off Tumblr, and see how long it stays public.
Whatever, you seem to be suggesting everyone should look at the GAAP number, which shorts who don't understand the derivative liability have argued over the past year. That's okay, it seems pretty clear the analysts understand it.
PacSun recently added MINKPINK... MINKPINK's web site says they are the #2 women's brand at Urban Outfitters UK.
New Been Trill tomorrow... Grizzly Griptape X Hall of Fame Ltd also tomorrow... (source: Instagram)
Reign + Storm Aug 3 - you can search for digital speculation as to who is responsible for that brand... (source Instagram)
Will these brands do well? We shall see, however I'd wager technical analysis and historical numbers won't answer that.
The non-GAAP financials include the fact that they issued rights to buy the stock. Based on the company's own statements, f the stock goes up in value, the GAAP earnings generally go down. If the stock goes down in value, the generally GAAP earnings go up. Obviously that would be a ludicrous result, so I'd suggest anyone reading your comment do due diligence and read the company's explanation of its derivative liability.
Seems Thursdays around quarter end is when apparel companies choose to often make such announcements, based on my experience.