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Offering a forum for the buying and selling of stuff, eBay is the world’s largest online marketplace.
The pending spin-off of EBAY's PayPal unit has the potential to unlock value at both the eBay marketplaces and PayPal divisions. I expect the marketplaces business to stabilize over the next 12-18 months and I expect management to make better capital allocation decisions (greater share buybacks, a dividend and/or acquisitions). PayPal is a key brand/platform in the mobile payments space and its independence should allow the company to accelerate its organic and inorganic growth opportunities.
This spin-off will be a big deal, bigger than the market's estimating right now.
No investment in infrastructureCassini search was a disaster - this is why sales are off, difficult to find what you are looking for, looking for printer ink Samsung 105L how about Samsung 204 even though there are 105L available. Looking for Bob Dylan T shirts? How about Bob Marley. People leave and don't come back.Increase in crooked buyers due to focus on buyer experience at expense of top rated sellers who are leaving in droves. You can buy Calvin Klein on sale anywhere but not all brands are in their enterprise seller area.Unless they go back to old search which was more flexible ( read Cassini was created by Bing search developer. who uses Bing, it's terrible Duckduckgo is a much better alternative to google to find items & not trackable to others).Icahn wise to fire Donohoe. He has been a disaster just copying Amazon is no strategy.No consistency in customer service responses to policy. Very few policies are available to buyers or sellers & each rep has a different take on it so outcomes are based on the mood of the agent or what supervisor needs to meet goals.
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Expect sum greater than the parts boost next year when PayPal is spun out.
Dan Loeb believes that eBay is significantly undervalued. With the ability to buy back a third of its stock over the next couple of years after the Pay Pal spinoff, execution and multiple expansion the stock could double from here. Jason
High fcfy relative to fcfy volatility
My sister owns some Ebay stock and asked what I thought; should I sell it now or hang on to it? Which is odd becuase my investment experience is equal to gambling at a casino. IE ZERO Gain/all lose. Well, I just joined 'The Motley Fool' so I said, wait, let me see what they think? After reading a few articles and seeing all the data I was impressed with how much I understood. Thanks for the insights, I told her to hang on to what she's got, looks like it's still going up. Hope I'm right! Now it's time for me to start investing. For real. Thanks, fools!
It's a more inclusive Amazon.
The place to buy and sell, mostly buying for teens though.
Innovative and lots of customers around the globe
Seth Klarman pick. Growing revenue. lots of cash flow. A bit pricy, but not compared to the market. End ASAP. Not a real money pick.
I see great potential especially with Paypal coming on so strong. Paypal is beginning to creep into regular retail transactions - i.e. Home Depot.
no one cares about profit.i cant believe investors have been this patient.
Low valuation, activist investors trying to unlock Paypal value, heading into a seasonally strong period, expectations set low in the mean time.
I expect at least a point a week from this stock, for the next five years.
Massive shareholder yield. Owners of paypal (is this ever going to see a competitor?) Gurus are buying.
Online payments disrupting banking.Speed of innovation is increasing.Carl Icann on Board.
2014-05-21 UpdateI like the focus and energy which John Donahoe has introduced to eBay. Their Paypal segment revenue has grown to almost an equal size to their Marketplace segment. This has allowed Paypal to drive overall revenue growth as it makes the most of its first mover advantage. The Marketplace and Enterprise segments are growing at a good pace, but still lags relative to Amazon. There are possible threats to Paypal from the likes of Apple, Amazon, Google and maybe even, Square -- so, this area is one to watch. So far, Paypal has prevailed against the likes of Google Wallet and Square. I think the odds are with us over three years, as online and mobile payments may not be a zero sum game. But over ten years, we will have to observe how the competitors and payment market develops.
The system is less user friendly then in the past. Competition has increased, e.g USA For Sale is free and more user friendly. E-Bay needs to take a giant step backwards and realize they are not the only kid on the block..
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