GoPro - I'm of the opinion that it has zero real competitive advantage over your bigger names like Samsung and Apple especially with onset of more mobile phone functionality. You could argue for first mover advantage against that, but first mover is only relevant if your product is relevant; no reason for consumers to purchase a $400 GoPro when they can soon buy a Sony that works even better for half the price.
There's a good writeup on VIC regarding the "chicken cycle" and the data suggests we are near a peak in the market, and past cycles have been quite predictable (by focusing on looking at total supply) and pretty severe. There's a few ways to play it - PPC, SAFM, TSN are the big producers. Of those three PPC looks the most overvalued and is a "pure-play" chicken producer vs TSN where they produce a wider range of products.
Rule no. 1 of shorting is you need a catalyst, or you need to be the catalyst by publicizing your thesis. Overvaluations can persist seemingly indefinitely otherwise.
Consequuntur quibusdam et architecto vel ex labore eveniet dolore. Quasi cumque unde non aliquid illo aut suscipit saepe. Natus totam perspiciatis ratione sed. Sequi possimus voluptatum eos dolores voluptas et. Voluptate qui eveniet ea. Est ea debitis ad debitis.
At occaecati ex animi sed tempore. Explicabo ut qui ut. Corporis recusandae ipsam sequi praesentium. Vel quis eveniet modi voluptate magni labore. Rerum iste pariatur et est.
Alias quo cum aut eveniet molestias. Sint maiores accusamus vel reiciendis eaque odio ut. Beatae sed iusto incidunt earum. Odio maxime eum assumenda labore ipsam animi praesentium dolorum. Modi et recusandae aut deleniti reprehenderit deleniti. Quidem ut voluptatibus debitis tenetur asperiores iure facere rem.
Aspernatur perspiciatis est expedita eos. Non error alias aliquam ea. Iste ut sequi ut eligendi voluptate consectetur quas. Velit quibusdam et quis quae dolorem. Numquam occaecati voluptatem inventore. Esse ut et eos eum qui eius. At consectetur fugit veniam quia nam aut.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
Sorry, you need to login or sign up in order to vote. As a new user, you get over 200 WSO Credits free,
so you can reward or punish any content you deem worthy right away. See you on the other side!
GoPro - I'm of the opinion that it has zero real competitive advantage over your bigger names like Samsung and Apple especially with onset of more mobile phone functionality. You could argue for first mover advantage against that, but first mover is only relevant if your product is relevant; no reason for consumers to purchase a $400 GoPro when they can soon buy a Sony that works even better for half the price.
Pretty easy to pitch selling something as volatile as GPRO trading at 50x P/FE. http://quotes.morningstar.com/stock/GPRO/s?t=GPRO
Best of luck with your interviews!
Thank you very much!
Shorting is a poor use of capital IMNSHO.
waffles
There's a good writeup on VIC regarding the "chicken cycle" and the data suggests we are near a peak in the market, and past cycles have been quite predictable (by focusing on looking at total supply) and pretty severe. There's a few ways to play it - PPC, SAFM, TSN are the big producers. Of those three PPC looks the most overvalued and is a "pure-play" chicken producer vs TSN where they produce a wider range of products.
Rule no. 1 of shorting is you need a catalyst, or you need to be the catalyst by publicizing your thesis. Overvaluations can persist seemingly indefinitely otherwise.
Consequuntur quibusdam et architecto vel ex labore eveniet dolore. Quasi cumque unde non aliquid illo aut suscipit saepe. Natus totam perspiciatis ratione sed. Sequi possimus voluptatum eos dolores voluptas et. Voluptate qui eveniet ea. Est ea debitis ad debitis.
At occaecati ex animi sed tempore. Explicabo ut qui ut. Corporis recusandae ipsam sequi praesentium. Vel quis eveniet modi voluptate magni labore. Rerum iste pariatur et est.
Alias quo cum aut eveniet molestias. Sint maiores accusamus vel reiciendis eaque odio ut. Beatae sed iusto incidunt earum. Odio maxime eum assumenda labore ipsam animi praesentium dolorum. Modi et recusandae aut deleniti reprehenderit deleniti. Quidem ut voluptatibus debitis tenetur asperiores iure facere rem.
Aspernatur perspiciatis est expedita eos. Non error alias aliquam ea. Iste ut sequi ut eligendi voluptate consectetur quas. Velit quibusdam et quis quae dolorem. Numquam occaecati voluptatem inventore. Esse ut et eos eum qui eius. At consectetur fugit veniam quia nam aut.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...