MEMES, traded in the Nasdaq, has had a great run of late. With the founder moving on to other ventures, the stock, given up for dead, was revived “on time, and on schedule”.
The IPO was accompanied with much fanfare on Nov 6 2012. In less than a month, investors bid up the shares, encouraged by 357 replies in 29 days. While exact numbers are not available, the # of views stood at circa 10000 on that fateful day of December 4 2012.
Re: MEMES - Is it buy, sell or hold?
The number of MEMES, a proxy for CAPEX and related investments, were estimated at 80. Assuming $100/post, the investment was 8000$. The number of repliescstood at 357. In less than a month! While # of eyeballs 10000.nwhat a barnburner.
. With revenue of 5 cents per view, that translated to $5000 revenue. Net margin of 20% gave ROI of 0.2*5000/8000 or 12.5%. Not bad. But then the roof caved in. The sh1t hit the fan.
Re: MEMES - Is it buy, sell or hold?
Mysteriously, the replies dried up after Dec 4 2012. The fair weather viewers and investors fled in droves, driving the stock to 50% below its IPO price. Analysts are divided on the exact cause. But rumors about Head and Shoulders and Bollinger bands spread like wildfire through the various forums. Even Matata the Hakuna was flooding a certain forum with wild speculations re this drop, while liking every post above his. Blood was on the streets.
Re: MEMES - Is it buy, sell or hold?
For nearly a year, there was no activity. The stock was nearly delisted. But on Nov 28, 2013, in walked the one and only - on time and on sschedule. She injected much needed capital. And the rest is history. But is it a buy, sell or hold. Time will tell, says Mr. Cramer.
Mmm. Mmm. My thoughts exactly.
Re: MEMES - Is it buy, sell or hold?
We are typically not used to visitors.
When a big name in the MEME market visits us, we take notice. And when saidguest agrees with our analysis, we are more than a little gratified.
Activity in the stock picked up, with 622 replies as of yesterday. While that is nothing to sneeze at, it is only an additional 265 replies since Nov 28 of last year. Or 3.5 months. Compare that with 357 replies in the 1st 29 days following the IPO, and you get an idea of how fast the stock got off the blocks.
Re: MEMES - Is it buy, sell or hold?
The metric that matters, the number of views, was 12200 in this period, using a bit of circular logic.
Re: MEMES - Is it buy, sell or hold?
Note that while 12000 views in 3.5 months is a lower views/month compared to the 29 days following the IPO, it was significantly better compared to the falling off in the replies/month category.
The leadership simply found a better way to monetize the content.
Regular redaers are familiar with cyclical stocks and the time to buy sell or hold them. This is a mother of all cyclical stocks. Periods of activity followed by slumber lasting 12x. So don’t overlay at peak earnings.
Are we at peak earnings? Well, there was significant activity in the last 24 hours. With sales of Caterpillar ad GE railway cars shooting through the roof.
As we have pften repeated, diversification and asset allocation is the only free lunch.so do take the time to invest in other sub forums of this family friendly site.
As for this thread, SELL SELL SELL.
Re: MEMES - Is it buy, sell or hold?
Back on topic. So does MEMES have a wide Moat. Evidence suggests it does.
We have a wandering swordsman who checks in every do often. In the latest go around, technology got the better of Kali yug 's Bhutisravas. Try as he did, no MEME could be uploaded from his Commodore computer. This technical activation energy can be overcome only by a few. So we have to give a nod to MEMES on this metric.
Speaking of monretjzable metrics, this thread needs one more view to reach Sachin Tendilkar territory.
Re: MEMES - Is it buy, sell or hold?
And touchdown. Two short of Nelson.
Re: MEMES - Is it buy, sell or hold?
Southie, this is good stuff! Creative and witty. As for me, I say sell some now - not all. How do you remember what the readership was in 2012?
Re: MEMES - Is it buy, sell or hold?
Dziękuję Pani Scherbatsky. Obawiam się, że nie może ujawnić tajemnice handlowe. Ja nadal pracuje z moich wykroczeń, i chciałbym użyć wartości firmy z tego threadas walutę. Słyszałem, będą one również przywrócić mój “Wszystkie widoki” moderatorship, jeśli wszystko pójdzie dobrze.
Musisz być podekscytowany zbliżającym się ślubie. Cieszę się, że twoja mama się udało. Czy jesteś pewien, że robią właściwego wyboru?
Dlaczego nie jestem zaproszony do Toronto razem? Dlaczego nienawidzisz Hindusów?
Re: MEMES - Is it buy, sell or hold?
To byłby dzień, aby zobaczyć, gdy się wszystkie widoki Moderator. Jakie wesele mówisz o?
Nie smuć się o Toronto spotkać. Ja szczęśliwie rozszerzyć zaprosić do ciebie zamiast mnie.
Re: MEMES - Is it buy, sell or hold?
Tak typowe dla ciebie, pani Scherbatsky. Twój własny ślub i tak nonszalancko! Pozwól mi do sedna tutaj. Czy uważasz, że Barney jest najlepszym wyborem?
Re: MEMES - Is it buy, sell or hold?
The MEMES market was roiled when news that the Canadian Lady Buffett unloaded shares spread faster than an old wifes’ tale. Investors, rather speculators tripped over themselves to hit the exit.
Calm was restored when a press release stated “this was a routine sale for diversification”.
We hear the good lady directed an associate to “sell some now - not all”. That don’t sound routine.
For those counting, views = Nelson*2
Re: MEMES - Is it buy, sell or hold?
Yes, yes he most definitely is!
Re: MEMES - Is it buy, sell or hold?
Off topic please. Lady probably mixed up the Boxcars thread with this. Suggest pay more attention to topic at hand.
Re: MEMES - Is it buy, sell or hold?
Sorry our fault. Hit us like a tube light.
ARE YOU SURE?
Re: MEMES - Is it buy, sell or hold?
100 percent.
Re: MEMES - Is it buy, sell or hold?
YEAH. RIGHT.