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Sean Emory  

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  • MasterCard doesn't keep pace with Visa in Q2 [View news story]
    Not bad but not great. The transaction and dollar volumes are encouraging and sign that the underlying theme remains intact.
    Jul 29, 2015. 08:38 AM | 2 Likes Like |Link to Comment
  • Wix.com: WixEd Is Basically A Low-Cost Affiliate And Marketing Program Launch [View article]
    I agree Dallas and thanks for the share. Investors + users need to understand the strain of creating a website and how easy it is to do so using WIX. To do this one must use the product first. They offer so many things that their peers do not, and they always seem to be several steps ahead. None of their comps have an app market, a robust support system, WIX Shoutouts ,verticals for various lines of business (music, hotels, restaurants, etc.), a proprietary global payment platform, global language offering, and now a clear affiliate program. Pacific Coast makes some decent points, however the "mixed message" remark makes little sense to me. WIX offers a very easy solution to website building with templates ready to point, click, done. However, you can go beyond the templates, and this is where the designers come in. On WIX (and I use the product) can offer some pretty unique design features. Things like manipulating items to get interesting animations. In terms of EBITDA, I think they are at the very beginning of their monetization of their product. Not forgetting to mention they have 0 debt and $2 of cash per share. Their is obliviously risk involved in WIX as there always is in the Tech space, but I believe in management and the opportunity set in the market place in which WIX is going after. The runway for growth is enormous and keeps our models with much higher price targets.
    Jul 13, 2015. 12:54 PM | 1 Like Like |Link to Comment
  • Alibaba's Ma courts U.S. businesses, aims for $1T/year in GMV [View news story]
    If they even come close to that figure the value add to investors is enormous. The network effect is huge. Do not see too many reasons to not like a stocks trading at 18 times 2 year earnings with these growth rates. Governance is clear risk.
    Jun 9, 2015. 05:48 PM | 4 Likes Like |Link to Comment
  • Wix.com: A Leading Website Design Engine Riding The Content Creation Wave [View article]
    Also another note and I have written articles in the past about WIX. The cost intensity of providing quality service will be difficult for someone like GRID to ramp up immediately. If you have been a user of WIX then you have noticed just how far they have come in 3-5 years. WIX is continually evolving and adding new tangible products well before its peers. Their service department is becoming more and more robust. Another thing is the share float, this is a concern and wanted to see your take on that. Last time the company looked to raise capital, the market hated it. Great business model, phenomenal management team, and easy product. All keys to a good business.
    Jun 6, 2015. 11:35 AM | Likes Like |Link to Comment
  • Halliburton declares $0.18 dividend [View news story]
    One of the headwinds is the short interest caused by the merger arb guys going long Baker Hughes, short HAL. Once that settles this one is poised higher.
    May 22, 2015. 07:40 AM | 5 Likes Like |Link to Comment
  • Goldman updates list of hedge funds most-shorted stocks [View news story]
    The Baker Hughes Long and HAL short is simple pair trade. Post merger HAL should move higher as they unwind the trade.
    May 21, 2015. 07:19 PM | 1 Like Like |Link to Comment
  • Wix CFO Interview: Delivering A Comprehensive SMB Services Platform [View article]
    Thanks for sharing. This is once again a helpful piece. The market continues to look over this business. As you know, I continue to hold this one for the long term, however right now anyone looking for an entry point should consider it here as it breaks out above resistance. On the back end talking to other money managers, I am getting more positive feedback on this name. Thanks again Lior.
    Apr 14, 2015. 07:43 PM | 1 Like Like |Link to Comment
  • Blackbaud: Total Addressable Market Continues To Grow, Margins Should Expand Further [View article]
    Good luck Lester.
    Apr 7, 2015. 08:21 AM | Likes Like |Link to Comment
  • Blackbaud: Total Addressable Market Continues To Grow, Margins Should Expand Further [View article]
    Ahhh. There you go. Perfect. Like the niche segment and been looking at the name so asking around.
    Apr 6, 2015. 09:37 AM | Likes Like |Link to Comment
  • Blackbaud: Total Addressable Market Continues To Grow, Margins Should Expand Further [View article]
    Maybe I am just reading it wrong but the company suggesting going from 1.5/1.8 to 3.0 million organizations.
    Apr 5, 2015. 11:24 AM | Likes Like |Link to Comment
  • Blackbaud: Total Addressable Market Continues To Grow, Margins Should Expand Further [View article]
    So the market grew at 1.5% a year for 10 years but is expected to grow at 100% now. Just would like to hear how this will be done and over what time period. Thanks.
    Apr 4, 2015. 12:58 PM | Likes Like |Link to Comment
  • 3D Systems forms 3D-printed prosthetics partnership [View news story]
    Pretty big news. Simply look at the growth in their healthcare segment. Finally moving in the direction of profit as opposed to fighting trends.
    Apr 2, 2015. 07:50 PM | 5 Likes Like |Link to Comment
  • GoDaddy prices IPO at $20; valuation above $3B [View news story]
    You can buy this type
    of company with WIX, but they will actually turn a profit in second half of this year.
    Mar 31, 2015. 09:38 PM | Likes Like |Link to Comment
  • Ford looks to triple exports from India [View news story]
    Good news for a company like Methode (MEI), and some others.
    Mar 26, 2015. 07:34 AM | Likes Like |Link to Comment
  • Amazon Webstore business coming to a close [View news story]
    Good news for WIX, which has Shopift integration.
    Mar 19, 2015. 09:58 PM | 1 Like Like |Link to Comment
COMMENTS STATS
59 Comments
33 Likes