Comments
mpouraryan
3/14/2017 6:44:02 PM
User Rank Platinum
Re: Skinny Bundles
I would also humbly suggest that @SNAP will probably get into the fray as well--because it has to figure out how to be relevant in terms of content delivery as well--I was thinking about Snap as the stock price just came "down to earth" today. I wonder what @Adi's thoughts are on it.
DHagar
3/14/2017 6:45:48 PM
User Rank Platinum
Re: Skinny Bundles
@mpouraryan, there you go! And I share your interest in Adi's expertise and predictions! Let's see - then prepare to buy stock!
mpouraryan
3/14/2017 6:55:58 PM
User Rank Platinum
Re: Skinny Bundles
I would avoid buying stock in Snap due to its' problematic stock and ownership structure--but the viability of it though as a delivery platform is at least worth a look.
Adi
3/16/2017 7:04:43 AM
User Rank Author
Re: Skinny Bundles
mpouraryan, DHagar - The best stock picking advice I would offer is to say, don't take my advice! I think that's an area for professionals -- financial advisors or Wall Street analysts.
I see it as one of those stocks where if you fancy a flutter (as they say on English race tracks) then it's probably worth a small bet. The potential upside is massive -- it coud be the next Facebook, YouTube etc., or even bigger. But the risks are high -- it's current value is tied to expectations of dramatic growth, so to really do well for you, it would have to match or even outperform already very high expectations. The scale of success required here doesn't happen very often.
But I stress, that's from someone whose analysis is tied to technology and consumer behavior rather than stock price movements.
mpouraryan
3/16/2017 1:17:32 PM
User Rank Platinum
Re: Skinny Bundles
@Adi: Grateful for your insights--no question they've uncovered a massive market and everyone seems to be following--including Facebook. I can't help but continue to wonder how Snap and its' technology will refashion the market though....
elizabethv
3/20/2017 7:52:24 PM
User Rank Platinum
Re: Skinny Bundles
@mpouraryan - that's an interesting angle to look at. If anyone is getting too big, I'd assert that it's Amazon. As much as I love Amazon. But realistically, how big can Amazon get? How many pieces of the pie can Amazon take? They have OTT, the delivery of their products, they've branched out into grocery, they have audio books now, an MP3, games, tablets, I have to wonder just how many avenues they can travel down and maintain the success they've had.
mpouraryan
3/20/2017 8:08:32 PM
User Rank Platinum
Re: Skinny Bundles
So far, they're in Groceries, clothing lines, electronics, movie/TV production--the question is what they're not in--and it can be pretty daunting if one is not careful. SO far, they seem to do all things right--right?
elizabethv
3/21/2017 5:03:34 PM
User Rank Platinum
Re: Skinny Bundles
@mpouraryan - So far they seem to have done everything well. Without a doubt, but I'm sure there's something they might struggle to do well. I have to wonder if some kind of email/cloud service might be a direction they could take, though I'm sure they could pay for the technology to do that well, also.
mpouraryan
3/21/2017 6:10:59 PM
User Rank Platinum
Re: Skinny Bundles
I have taken my queue from him as I work thru my own current startup @DailyOutsider because he has embraced failture--as the phone debacle clearly showed. I got blown away by his image, though, as he drove an robot earlier today--that's why what we do here is so fascinating..isn't it?
elizabethv
3/24/2017 10:50:14 PM
User Rank Platinum
Re: Skinny Bundles
@mpouraryan - I think most entrepreneurs embrace failure, I doubt they'd go anywhere if they couldn't. It seems like it's just part of the game, you have to expect to fall a few times before you can really run. Though at this point, I think Amazon is like a well-trained, seasoned professional - the number of times they'd fall is few and far between, and they have such a great pace going that even if they stumbled, they'd be able to save themselves and make it look like they did it on purpose.
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