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Wayfair Inc. (W)

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59.35+5.19 (+9.58%)
Al cierre: 04:00PM EDT
59.20 -0.15 (-0.25%)
Fuera de horario: 07:59PM EDT
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  • h
    henry
    WAYFAIR INC.
    andrew left looks depressed while talking about W at CNBC
  • h
    henry
    Wayfair Inc.
    breakout again @70 this week...imho
  • A
    Abhinav
    $W conversation
    Any clue as to why this stock is in a freefall ?
  • Y
    Yunero
    $W conversation
    Honestly, this company can turn a profit at ANY time. They are just spending a lot of cash to expand their business and increase market share. Looking at the Jet.com deal, Walmart paid a nearly a 100% premium on the value of that company. E-commerce is where the world is headed, just look around at all the furniture stores going out of business. Wayfair is at the forefront of this new business, only the stubborn shorts still have their heads in the sand stuck in the past. I bought 800 shares at 38.80 and added another 1000 shares at 36.30.
  • T
    Ted
    WAYFAIR INC.
    anyone with a job at wayfair should start looking. it will eventually go bankrupt
  • C
    Chuck Palot
    $W conversation
    A Bushel of Lemons Awarded to Citron, Wayfair's Most Vocal Bear

    A year ago this month, semi-professional short seller, Andy Left, of Citron Research (who's book is smaller than Trump's hands) penned a hilarious critique of Wayfair and declared it was heading to under $10 within a year. It was the next Overstock, doomed to fail, poorly managed, and quite simply "the best short he'd ever seen". Following the release of this analysis and declaring it his largest short position, Wayfair shares sold off several dollars to $32. Doubling down, Left then said Wayfair was really worth $0.

    Today, Wayfair trades at roughly $39 per share - putting Left badly under water with his short, and even further away from his target price of under $10.

    So why was Left, and fellow CNBC-fueld ego-maniac, Whitney Tilson (who declared Wayfair was flooding the market with Formaldehyde drenched flooring and furniture) so far off on the predicted outcome for Wayfair? Simple: they're lazy hacks with no meaningful insight into the Wayfair brand, it's operations, it's customers, or its potential. Moreover, by ignoring larger marketplace trends, they'll likely to wake up one morning to a text from Mr. Max Pain, informing them that Wayfair has been acquired by (insert your favorite brick and mortar ecommerce laggard here) for a hefty premium. Ouch! (see Jet.com for reference).

    So, profitable longs, join me in wishing Citron a Happy Anniversary on it's bombastic call on Wayfair. I encourage you to visit their web page to read the "analysis". Very entertaining stuff.

    Discloser: Long Wayfair from $19.65 + several short term trades over the past 20 months.
  • h
    henry
    WAYFAIR INC.
    andrew left is still holding 350m of buy order, that's my answer to you clintonT
  • S
    Stan
    Wayfair Inc.
    Im curious how wayfair have repeat customers given on yelp they have lots of negative reviews
  • T
    Tom N
    Wayfair Inc.
    This Stock is so overbought. 30 % increase for? reasons. .. see you back below 38..... Sell Sell Sell
  • S
    Stan
    Wayfair Inc.
    I think andrew left short wayfair stock at $42 so he is in the black if anything. And if you are buying W to bet on them being acquired then good luck. Why would anyone buy them when you can easily wait them out until they get desperate...I mean at the end of the day you have to make money and they have not made any indication of being profitable anytime soon. They have all this top line growth but zero profit to show for.
  • C
    Chuck Palot
    $W conversation
    We love Wayfair but we love profits even more so trimmed our position today after this spectacular move.

    Sold 30% of core holding @ $70. Cost basis $20.25 purchased in Q4 '15
  • T
    Ted
    WAYFAIR INC.
    looks like 2000 all over again
  • A
    Aric
    $W conversation
    I am not a professional by any means however it appears that someone has been slowly either accumulating shares or liquidating a short position. :))
  • f
    famous
    Andrew Left is really mad now; because he is loosing a lot of $$.
  • J
    Joe
    #W
  • C
    Chuck Palot
    $W conversation
    Walmart Closes Jet Acquisition

    $3.3 Billion for Jet is roughly 3.3X trailing 12 mo. revenue. Jet was nowhere near profitable, in fact, they had negative cash flow, a problem resulting from having to abandon the annual membership fee (think Costco) after six months, and peddling products with razor thin margins. Also, unlike Wayfair, Jet was having a hard time with repeat customer metrics, less than a third of their customers come back for a second helping, compared to Wayfair with more than half their orders coming from returning shoppers who love the value, convenience, selection and service Wayfair provides.

    So what would Wayfair be worth to a well heeled eCommerce laggard?
  • L
    LMR
    $W conversation
    An interesting question is, what is a company worth that has never had positive earnings?
  • B
    Barebuttbob
    $W conversation
    Hillary FARTS on America
  • h
    henry
    WAYFAIR INC.
    shah said home decor/furniture market is 500b, if we can get 10% of it...
  • h
    henry
    Wayfair Inc.
    NAK and AMD board is more playfull than this dead board full of fear mongering shorties.i holding it long for a year and see you 1 year from now, bye.