Diversified recently entered the Gulf Coast region, thus ushering in a new chapter of explosive growth. There, it already announced three acquisitions within two short months, growing production by 38% and EBITDA by 39%, with two of the three deals done in JV with Oaktree Capital. With some $1.7 billion of ammunition between the JV partners to fund additional transactions... The sweetest thing about this company is it's still under the radar. An investor is being paid well-covered, >10%-yielding dividends <-------
I was looking at DIBS trying to figure out what's up. It's a cool operation, they even have a Picasso for sale. https://www.1stdibs.com/art/paintin...asso-la-communiante-avec-missel/id-a_7164622/ Frame included! Anyway, they did $320M in sales last year. Say they make, at a max, 20% commission, that's $64M. 400 employees in NYC, and you know at least 20 of them are making north of $750K/year. Easy. No telling how much they spend on SG&A & tech. It's not like last was their first year either. And I've gotta think, especially looking at other stocks that cater to the high end buyers... RH, RL, etc, that's a banner year. The numbers don't add up Stoney. At a market cap approaching $1B and 38M shares.... ? When will they turn a profit? I don't see it happening. But it is cool stuff. I love the website.
MTTR alert Van that guy is talking it up again on CNBC pretending he never said it the first time! Oh the gaul.... he mentioned the i phone aspect and LIDAR-- GAME ON! Matterport, Inc. (MTTR) NasdaqGS - NasdaqGS Delayed Price. Currency in USD Add to watchlist 15.20+1.34 (+9.69%)As of 12:51PM EDT.
it hit 16.40 before starting to fall....man, i wish i had seen that, i definitely would have sold and then rebought. seems to be lingering at 15.20 for the time being.
It was Josh on the midday show CNBC. The funny thing is the lead idiot said here's anew name we haven't had before and Josh went on his Matterport rant failing to mention that he has had it here before when it was named Gores Whatever the 3rd... !!! And he got taken to the woodshed. But give him credit he predicted he would get murdered at the time. This shows A) he really really likes the stock and B) He let out my research on the LIDAR iphone-> Matterport connection which now will be constant kindling. It's a great test case for SPAC's; They should report awesome numbers and stand firmly on it own... Skilz almost did this but gave in late and collapsed... DraftKings I think wants to do this, a precious few must make it.... I think we all have to take a chance here at some point. In about a week... Shows the power of CNBC 6.7 mil shares vs 622K average<-------
Hey Van got your Linked in request. And yes Lunch With Yullia sounds really fun! We pioneered something that we call conversational commerce. At this point, we’d like to continue to evolve that format into as flexible a channel as possible so that both sides can initiate negotiations and commingle price talk with conversation about the products themselves. We’ll always explore new types of ways to buy and sell through 1stDibs. It’s still a little early for us to talk about it, but that’s where our heads are—it’s about how we make it easier to connect buyers and sellers wherever they are, through whatever means possible, whether it’s local languages, different purchase formats, new categories that have different appeal in different parts of the world, new technologies, new capabilities. Whatever it takes. 1stDibs was a pioneer in high-end e-commerce, but obviously that space is becoming much more crowded these days—Lucas Zwirner, for instance, launched Platform last month. How will 1stDibs distinguish itself from these newer players on the scene? Listen, competition expands markets. It trains buyers and sellers, and makes the world a better place. We’re all in favor of as many people participating in this market as possible. We view efforts like Zwirner’s as reflective of the fact that this is the direction the industry is headed. Having said that, only a tiny percentage of our market has actually migrated online. Third-party estimates of the value of the markets that 1stDibs is in are around $129 billion. Our numbers are public; last year we did $343 million in gross merchandise sales. So, there’s plenty of runway and I would say that the real competition in this market is not others who are vying for the sub-5% of the market that has already moved on. Instead, it’s for those who occupy the 95% that hasn’t yet.<-----
According to a report in the Wall Street Journal, actress Scarlett Johansson filed suit against Disney on Thursday, charging the entertainment giant with breach of contract. At issue is Disney's releasing of the "Avengers" movie "Black Widow" on the Disney+ streaming TV service at the same time the movie debuted in theaters. The suit was filed in Los Angeles Superior Court. Disney's Marvel Entertainment released "Black Widow" on July 9, and the movie earned an estimated $80 million in the U.S., and another $78 million in overseas markets during its opening weekend. However, the movie took in another $60 million in opening-weekend sales from Disney+ subscribers who paid $30 to watch "Black Widow" via the streaming service's Premier Access option. It's that revenue from Disney+ that is at the core of Johansson's suit. According to the Journal, the suit alleges that the practice of simultaneously releasing "Black Widow" in theaters and on Disney+ impacted Johansson's earnings, as her salary was based on an exclusive theatrical release of "Black Widow". Johansson has been a central part of Marvel's "Avengers" for more than a decade, having first portrayed the Black Widow character in the movie "Iron Man 2" in 2010. She has played Black Widow in a total of nine "Avengers" movies, and said the current "Black Widow" film will be her last as the character. Disney didn't immediately respond to a request for comment. The practice of releasing movies in theaters and on streaming services at the same time gained traction during the Covid-19 pandemic in 2020, and took off when AT&T's (NYSE:T) WarnerMedia released "Wonder Woman '84" in theaters, and on its HBO Max streaming service on Christmas Day last year. Disney has embraced the strategy, with titles such as "Raya and the Last Dragon", and "Mulan" coming out in theaters and on Disney+ at the same time, where the movies were made available for an additional fee for several weeks before they become part of the services regular streaming content.