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Liberty Interactive Corporation Message Board

marubozo100 24 posts  |  Last Activity: Feb 12, 2015 9:20 AM Member since: Mar 24, 2008
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  • Reply to

    ZU's Party is over

    by trumpace Feb 12, 2015 8:16 AM
    marubozo100 marubozo100 Feb 12, 2015 9:20 AM Flag

    Not surprising as ZU was hinting they would miss. Now is the time for EVLV to pounce. ZU has bifurcated 46% of its value (not counting todays bifurcation) since St Carlo's PS of 10/16. EVLV has moved up 32%.

    Happy VD may the bifurcation to EVLV accelerate!

  • Reply to

    Nasdaq Opening Bell Monday 1/12

    by patent_pro_moe Jan 9, 2015 11:55 AM
    marubozo100 marubozo100 Jan 10, 2015 10:02 AM Flag

    Let it mark the beginning of the eVine!

    Anything less than Zu-like valuations in our future means St Mark & Team were not up to the task.

    I am confident they are up to the task. It is now their sacred duty to execute!

  • Reply to

    Bell Ringer

    by mr_harry_lime Jan 8, 2015 12:03 PM
    marubozo100 marubozo100 Jan 9, 2015 2:01 PM Flag

    Marissa reference for the 2 months it took Yahoo to get EVLV right.

    No speculation on who wants in on the Vine.

  • Reply to

    Bell Ringer

    by mr_harry_lime Jan 8, 2015 12:03 PM
    marubozo100 marubozo100 Jan 9, 2015 12:33 PM Flag

    Mr Harry,

    Pam and crabs is great! Would love to see much more swinging on the vine by our bell ringers!

    Of note...my wife and daughters have never heard of ShopHQ but they have heard of Zulilly.

    We need to be swinging the vine in the zu with Pam and crabs!

    I think the EVLV board is finally fixed. Marissa operates with a sense of urgency unknown in the internet age....

  • ZU continues to bifurcate (hemorrhage) value...now $2.5B,,,,about a 50% loss since St Carlo wrote his PS.

    EVLV has captured some as it; is up@18% since then.

    The trend is our friend. Also like that EVLV chart begins 11/19.

    If all the ZU loss finds it's way to EVLV....we would be at $50....and that equates to ZU's current market cap

    @$100 takes us the ZU market cap referenced in the latest EVLV investor presentation. ( $5B)

    Supposedly we see more and more of EVINE Live now that Christmas is behind us.

    EVLV has been holding up well in this market. The ol VVTV would prob have been languishing in the 4s

    May the value compression continue....

  • marubozo100 marubozo100 Jan 5, 2015 6:30 PM Flag

    ZU continues to bifurcate (hemorrhage) value...now $2.5B,,,,about a 50% loss since St Carlo wrote his PS.

    EVLV has captured some as it; is up@18% since then.

    The trend is our friend. Also like that EVLV chart begins 11/19.

    If all the ZU loss finds it's way to EVLV....we would be at $50....and that equates to ZU's current market cap

    @$100 takes us the ZU market cap referenced in the latest EVLV investor presentation. ( $5B)

    Supposedly we see more and more of EVINE Live now that Christmas is behind us.

    EVLV has been holding up well in this market. The ol VVTV would prob have been languishing in the 4s

    May the value compression continue....

  • SMART TV + SHOPPING = PURE GENIUS

    Big. Immersive. Ever present. TV was the first screen in our lives but somehow the last screen to be leveraged for ecommerce.

    Where others draw a clear divide between TV viewing & digital shopping, Fluid sees an opportunity to transform both TV & shopping. We are partnering with a major electronics brand to create a Smart TV shopping platform. The solution will give viewers a more immersive, dynamic shopping experience that can seamlessly be a part of their evening viewing program. For retailers, the solution easily integrates into all commerce platforms and leverages current assets.

    The result? A new commerce channel that requires little up front development time and delivers a world of consumers. Funny how sometimes the most powerful solutions are right in front of us all along.

    Want to be part of the T-Commerce revolution?

  • marubozo100 by marubozo100 Dec 23, 2014 11:57 AM Flag

    EVINE Live (EVLV), formerly known as ValueVision Media, is probably a name worth keeping on the radar in 2015. The company is undergoing a pretty big transition which is why we wanted to quickly put it on your radar screen.
    --------------------------------------
    We have not been a "story" stock (other than Nitemare on Shady Oak Lane) for 14+ years.

    Just wait till they get a load of the ZU-like plans....

  • Reply to

    Bring picks EVLV aas top etailer in 2015

    by marubozo100 Dec 22, 2014 10:44 AM
    marubozo100 marubozo100 Dec 22, 2014 10:49 AM Flag

    Meant Brean picks....

    Let that pick...BRING many more good things ahead!

  • Tom Forte is projecting the company's adjusted EBITDA margin to reach 6.1 percent in fiscal 2017 (compared to 3.3 percent in fiscal 2014) and 9.0 percent in the longer-term.

    Shares are rated a Buy with an $8 price target.

    Thanks Tom.

    Now we need the multiples that go with this type of EBITDA Growth. (9% LT....is LOW)

  • Reply to

    Wet Seal

    by trumpace Dec 19, 2014 10:24 AM
    marubozo100 marubozo100 Dec 21, 2014 11:28 AM Flag

    Mr Trump,

    We are in agreement mostly. The #1 Metric is sales growth. The higher they can get that the bigger the P-S metric. I recall that Q was valued at 3.1 P-S in 2004 by Comcast/Malone/Liberty. The ZU P-S is well north of that at it's height.

    Let's shoot for Everest!

  • Reply to

    Wet Seal

    by trumpace Dec 19, 2014 10:24 AM
    marubozo100 marubozo100 Dec 19, 2014 10:50 AM Flag

    Mr Trump,

    Wet Seal and EVLV are totally different companies only sharing some history with CG.
    GE does not know anything more than you or I. If they are selling....someone is buying

    Let's get to a ZU valuation!

  • marubozo100 by marubozo100 Dec 18, 2014 4:27 PM Flag

    I sure like the Dollar Shave Club.......and Cratejoy seems like an idea in need of 87M homes...

    Ho Ho Ho as I might say to Neely ....Santa Claus is coming....

  • Reply to

    GE in standby mode?

    by mr_harry_lime Dec 15, 2014 12:16 PM
    marubozo100 marubozo100 Dec 15, 2014 1:18 PM Flag

    Mr Harry,

    It is curious. There last trade was 12/5 and they stand at 3.7M shares.

    Also of interest is our pps has stayed steady despite market turmoil. Bodes well for a jump based on improving consumer sentiment resulting from lower prices at the pump.

  • Reply to

    Ho Ho Ho

    by marubozo100 Dec 11, 2014 10:57 AM
    marubozo100 marubozo100 Dec 13, 2014 8:28 AM Flag

    Harry,

    Agree.....but.....St Mark and Crew would appear to have very favorable consumer sentiment working in their favour....now and for as long as gas prices stay low. They want to get ZU like valuation....that is in the $5B+ range.

    I look for them to copy the ZU Playbook (adapted for EVINE Live). If we get similar results....we can buy the campsite!

  • Reply to

    Ho Ho Ho

    by marubozo100 Dec 11, 2014 10:57 AM
    marubozo100 marubozo100 Dec 12, 2014 4:37 PM Flag

    Mr Lime,

    We have traded at silly multiples (discounted multiple) for years as it turns out....many more years than we traded at silly multiples on the upside.

    25% sales growth in 2015? It is do-able....and it is expected from this team....otherwise this has been 'Much Ado About Nothing'!

  • Reply to

    Ho Ho Ho

    by marubozo100 Dec 11, 2014 10:57 AM
    marubozo100 marubozo100 Dec 12, 2014 2:16 PM Flag

    Mr Trump,

    I think St Mark & Crew can get us to $1B in 2 years or less. That means larger EBITDA next year and once we hit $1B that creates $100M EBITDA. That EBITDA WILL generate cash....more importantly it demonstrates a business model that is more profitable than ZU (or any e-tailer). THE KEY is SALES GROWTH.

    When we get double digit growth....which EVINE Live is all about.....we will get to $62 and then move toward $100. It could happen much sooner than anyone believes.

  • Reply to

    Ho Ho Ho

    by marubozo100 Dec 11, 2014 10:57 AM
    marubozo100 marubozo100 Dec 12, 2014 11:18 AM Flag

    Mr Trump,

    12/1999 the company had 46M shares $294M cash; 25M homes and $274M sales and it hit $62,

    12/2014 the company has 55M shares; $39M cash; 87M homes and $687M sales and it is priced 1/10th of $62.

    The management team experience and vision are much stronger today! Infrastructure is much better/bigger.

    We have a new name/brand....in 1999 it was still 11 months away from ShopNBC.

    We are getting rid of GE today....they are selling because it no longer fits with GE.

    I believe we are in very good hands with St. Mark. He and his team will get us to $62...and higher! We can out -Zu....ZU!

  • Reply to

    Ho Ho Ho

    by marubozo100 Dec 11, 2014 10:57 AM
    marubozo100 marubozo100 Dec 12, 2014 9:42 AM Flag

    Mr Trump,

    One never knows about oil....but the author of the article I cited makes a good case for oil down for 5 years.

    On another subject...with NASDAQ close to 5000....EVLV has @3x the sales and much better forecast than the last time NASDAQ was at that level....what would it take to get EVLV to $62?

  • marubozo100 by marubozo100 Dec 11, 2014 10:57 AM Flag

    The Santa Claus Rally appears to begin for EVLV. Just saw a headline that $60 oil will be norm for next 5 years.

    St Mark & Company just might have clear skies in re consumer spending for awhile.

    Let's get the Z U

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