eBay NASDAQ trading analysis
di Tufail: Ryan Cohen
Ryan Cohen's negative take on eBay makes buying the stock feel tough, even if the trading thesis behind it holds water. Threadguy heard a solid argument for going long into earnings because Pokémon card sales growth isn't priced in yet, given that all that activity happens right there on the platform. The logic checks out, but the reality is this company is just bloated. It's a genuine dilemma where the fundamental case for growth clashes with structural hesitation, creating a scenario where you know the thesis is good but the market sentiment around Ryan Cohen's comments creates real friction for anyone trying to enter.
Trascrizione (en)
I heard a pretty good eBay thesis today, or yes, two days ago, which was long eBay into earnings because Pokemon card sales growth is not priced in. Because it all happens on eBay. I thought, man, you know what? That's not a bad thesis. The problem is this company is just bloated. I've heard Ryan Cohen talk so much shit about eBay. it makes me feel like it's hard to buy but that's not a bad thesis at all that that is not priced in it
