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6
$Allbirds(BIRD.US$It IPOed at 2B and while their revenue is increasing, they are not scaling nearly to the level they need to be in order to justify a 2B valuation. Could definitely swing up because it is a recognizable name but don’t keep your money in it
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$Allbirds(BIRD.US$ 沒有基本面的線索,這不是自助餐/蒙格遊戲。但我確實遵循男士時裝,灣區花了太多錢的 Venn 圖,而穿著醜陋羊毛運動鞋的傢伙接近一個完美的圓圈。在首次公開募股時,這個人可能會從大門中彈出很多。一旦交易開始,這也值得一看,作為未來的收益比賽,因為我敢打賭,Wall St 對一家粗魯的展示公司吸引了多少感到驚訝。
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6
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$Allbirds(BIRD.US$ I'm not going to overthink this one. They always underprice the IPO's before they start trading. That's how they get the initial shares sold to the privileged few who get the shares before the rest of us. So, the original $15 share price is artificially low and is not a realistic valuation.
So we have a super-cool company backed by a super-cool Hollywood elite actor (Leo DeCaprio) and others... The IPO is based on the measly revenues they have reported as a private company. My guess is the IPO will create some buzz around the company, and then they will make some high profile partnership deals that will get everyone excited.
I don't think profits matter anymore the way everyone seems to be investing in companies that don't earn any money and won't for years, if ever... They don't seem to care. All that matters is revenue growth. So coming off the small numbers they had as a private company and with the hollywood elite being very happy with them, it seems like they will put up the necessary revenue growth to propel the stock upward. There's not that many shares out, so it wouldn't take much to move this one up.
With no real idea what they will do for revenues or profit, it's a play on how cool the company is. I like anything that's a notch above the cheap crap that other companies are putting out. The footwear business for the most part is like putting Kraft Mac & Cheese shoes on your feet...the cheapest, crappiest ingredients you can use and still call them shoes... Allbirds is going the other direction, controlling a quality supply chain and taking care of what goes into them. It's like they are the Beyond Meat of the shoe business, I guess....something better for you maybe is the goal...
So, I picked up a few shares and if it drops, I will grab a few more and see what happens... This one is more of a gut feeling, not the value based opinions I often rely on. I put it in with my Dutch Bros IPO call....
So we have a super-cool company backed by a super-cool Hollywood elite actor (Leo DeCaprio) and others... The IPO is based on the measly revenues they have reported as a private company. My guess is the IPO will create some buzz around the company, and then they will make some high profile partnership deals that will get everyone excited.
I don't think profits matter anymore the way everyone seems to be investing in companies that don't earn any money and won't for years, if ever... They don't seem to care. All that matters is revenue growth. So coming off the small numbers they had as a private company and with the hollywood elite being very happy with them, it seems like they will put up the necessary revenue growth to propel the stock upward. There's not that many shares out, so it wouldn't take much to move this one up.
With no real idea what they will do for revenues or profit, it's a play on how cool the company is. I like anything that's a notch above the cheap crap that other companies are putting out. The footwear business for the most part is like putting Kraft Mac & Cheese shoes on your feet...the cheapest, crappiest ingredients you can use and still call them shoes... Allbirds is going the other direction, controlling a quality supply chain and taking care of what goes into them. It's like they are the Beyond Meat of the shoe business, I guess....something better for you maybe is the goal...
So, I picked up a few shares and if it drops, I will grab a few more and see what happens... This one is more of a gut feeling, not the value based opinions I often rely on. I put it in with my Dutch Bros IPO call....
6
$Allbirds(BIRD.US$ 分享的流行性不好。希望可以更正。也就是說,如果你有 4-5 年的時間; 這會真的很好。因為我現在只買他們的鞋子了,不介意支付保費。比起來好得多 $耐克(NKE.US$ ; 長 $Allbirds(BIRD.US$ .
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3
I'm really really really really really really really really really really really really really keen to know, how to actually spot it.
如果您只能購買一股美國消費者股票,那麼您會購買哪一股? $Lululemon Athletica(LULU.US$ $Allbirds(BIRD.US$ $好市多(COST.US$ $可口可樂(KO.US$
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9
2
$Allbirds(BIRD.US$ 其股票最初定價為 12 美元至 14 美元。
然而,昨天該公司宣布將其 IPO 價格提高到每股 15 美元。
在撰寫本文時,BIRD 股價為每股近 30 美元,肯定已經歷了相當的開業日。
該公司在 15 美元的水平售出超過 20 萬股,籌集了 3.03 億美元的總收益。
投資者似乎喜歡這個零售股所擁有的技術相關風險。
根據上一季度,該公司的估值為每股 15 美元的銷售額大約為 9 倍。
今天,這種估值得到了巨大的推動,投資者似乎認為該公司自己被低估。
然而,昨天該公司宣布將其 IPO 價格提高到每股 15 美元。
在撰寫本文時,BIRD 股價為每股近 30 美元,肯定已經歷了相當的開業日。
該公司在 15 美元的水平售出超過 20 萬股,籌集了 3.03 億美元的總收益。
投資者似乎喜歡這個零售股所擁有的技術相關風險。
根據上一季度,該公司的估值為每股 15 美元的銷售額大約為 9 倍。
今天,這種估值得到了巨大的推動,投資者似乎認為該公司自己被低估。
已翻譯
1
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$Allbirds(BIRD.US$ 今年早些時候,數據表明,66% 的全球消費者表示他們願意為可持續生產的商品付費更多。對於 Allbirds 這樣的公司來說,這是很好的消息。即使是企業也喜歡,可持續發展正在超越時尚世界 $H&M(ADR)(HNNMY.US$ 在他們的營運中優先考慮它。Allbirds 擁有良好的地位,可以繼續革新鞋類。任何尋求對時尚看漲的玩家都應該密切關注它。
已翻譯
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