For my EXCLUSIVE take on STIC/u ("U" stands for "Units" I goofed and said warrants at the start) check out this video: www.patreon.com/posts/45169185 And here's a list of all my EXCLUSIVE content: docs.google.com/document/d/1cHA2M3e4E3kgei5ZcmE8gDvTdVnFl2eKS4zgL6qhCNQ/edit?usp=sharing
So if you trade STIC/U what are you actually trading? Is that the ticker that will turn into BARK? If it does'nt turn into BARK then what happens to it? Thanks
Hey Daniel - BARK is now trading below your low end valuation. Can you do another video on BARK? Risk/reward seems much more favorable now. Thank you for all of your videos!
Thankyou for pointing out management trick to show 94% monthly retention rate, I lost the trust in management at that point. When I first saw it I glazed over it and thought its good number until you dug deeper. These are kind of insights that makes your videos valuable and separate you from hundreds of other youtubers !
A year later they have 2.1M paying subscribers and are now trading at $4.15 which is around a $700M - $800M market cap. Just started a position in this one 📈
I’m all in on this one. I got in on chewy when it was $58 and no one was talking about the stock yet I see those boxes on damn near every front porch lol
A 50% churn rate over the year is 4.16% monthly which is still an improvement compared to the subscription industry average of 6.73% churn.. A bit dishonest how they say it but still better than average!
A video calculating the market cap for different SPAC's would be useful. People overpaying for SPAC's like CIIC thinking the valuation is less than a billion when they look at the market cap on Yahoo Finance etc.
great video as usual. you are a sharp guy. i'm confused on the tickers. is the spac ticker live (looking for it pre merger) or is that a few days away? i'm seeing mixed info here.
@@unrivaled thank you sir. so ameritrade is showing it at 12.90 does that essentially mean there's already a 30% premium to the implied valuation in the presetnation? since most spacs start at 10. it's tricky since it doesn't even show a chart or other info. thanks again
Retention rates may be low due to dog owners getting fed up with having too many toys. Say for instance, they subscribed for 6 months they would then have 12 toys. When they have too much they have no choice but to get rid of them or cancel their subscription.
I have UA-cam videos on barkbox, and all I see are single women opening these with their dogs. Their main target is women who have substituted their dogs for having children and will grow old and alone with their dogs, so I already started a position at $12.70
Actually this is for women who overindulge their kids like me. I subscribed for 6 months as a Xmas present fir my 11 yr old. Actually I know people that spend over 500 a month on doggie daycare so this is nothing to dog lovers. I bought the stock under 11 a few weeks ago as a fluke and it’s kinda outperformed my other stocks and I have a very high growth portfolio which included LCA JMIA Nio FCEL APXT etc. I only bought 75 shares but I’ll hold it to make my daughter happy.
@@its_emilys_liferaleigh445 I would say could be both in regards to target, i keep seeing UA-cam videos of barkbox openings and always women with no children around. Always good to listen to children, they have knowledge in regards to what is popular as well, I didnt even know what roblox was a week ago
For my EXCLUSIVE take on STIC/u ("U" stands for "Units" I goofed and said warrants at the start) check out this video:
www.patreon.com/posts/45169185
And here's a list of all my EXCLUSIVE content:
docs.google.com/document/d/1cHA2M3e4E3kgei5ZcmE8gDvTdVnFl2eKS4zgL6qhCNQ/edit?usp=sharing
So if you trade STIC/U what are you actually trading? Is that the ticker that will turn into BARK? If it does'nt turn into BARK then what happens to it? Thanks
@@vjreddy3083 What do you mean? Giving away too much good stuff?
Hey Daniel - BARK is now trading below your low end valuation. Can you do another video on BARK? Risk/reward seems much more favorable now. Thank you for all of your videos!
i second this
Thankyou for pointing out management trick to show 94% monthly retention rate, I lost the trust in management at that point. When I first saw it I glazed over it and thought its good number until you dug deeper. These are kind of insights that makes your videos valuable and separate you from hundreds of other youtubers !
Its high growth, this isn't an overnight success. Everyone knows the brand and loves it, and its in the Ecom space.... THIS IS A BUY
are you still holding?
Could you do an update video on this?
This is how investing should be done. Through logic! Not emotions.
Is there anyone else like this on UA-cam?
make another video on the updated price
Hi Daniel, great analysis! An update would be great with BARK price around $6.5 and real possibility of the MCap going below $1B.
A year later they have 2.1M paying subscribers and are now trading at $4.15 which is around a $700M - $800M market cap. Just started a position in this one 📈
I'm back revisiting this one as well. Looks a lot more compelling at these lower prices.
I’m all in on this one. I got in on chewy when it was $58 and no one was talking about the stock yet I see those boxes on damn near every front porch lol
The ticker BARK is for sure unrivaled!
haha very good
It's great marketing
Showing on TD but no trading. So i guess its not out yet Correct?
A 50% churn rate over the year is 4.16% monthly which is still an improvement compared to the subscription industry average of 6.73% churn.. A bit dishonest how they say it but still better than average!
How do you find out if this company can be acquisition target from Chewy?
A video calculating the market cap for different SPAC's would be useful. People overpaying for SPAC's like CIIC thinking the valuation is less than a billion when they look at the market cap on Yahoo Finance etc.
great video as usual. you are a sharp guy. i'm confused on the tickers. is the spac ticker live (looking for it pre merger) or is that a few days away? i'm seeing mixed info here.
Great question today STIC started trading separately...
@@unrivaled thank you sir. so ameritrade is showing it at 12.90 does that essentially mean there's already a 30% premium to the implied valuation in the presetnation? since most spacs start at 10. it's tricky since it doesn't even show a chart or other info. thanks again
anyone know the above? thanks in advance
Can you look at MVIS ? Thanks!
The best analysis , on youtube I've watched all year ! Keep it up
I have enjoyed your videos, waiting for you to cover LCY(Hillman group). Seems boring but so were my UTZ shares.
Retention rates may be low due to dog owners getting fed up with having too many toys. Say for instance, they subscribed for 6 months they would then have 12 toys. When they have too much they have no choice but to get rid of them or cancel their subscription.
hey there. where can I buy STIC? I can't find it on trading212
Its there just doesnt show up in at top
Lol!! Nice video as always !! Lot of enthusiasm!!
Can younolease do schrodinger? I think you'll find it interesting
Definitely can add it to the list! Thank you Markus, grateful to be on this JOURNEY with you.
Why do you think they are exclusive to dogs? I find this limiting and unnecessary
I have UA-cam videos on barkbox, and all I see are single women opening these with their dogs. Their main target is women who have substituted their dogs for having children and will grow old and alone with their dogs, so I already started a position at $12.70
Actually this is for women who overindulge their kids like me. I subscribed for 6 months as a Xmas present fir my 11 yr old. Actually I know people that spend over 500 a month on doggie daycare so this is nothing to dog lovers. I bought the stock under 11 a few weeks ago as a fluke and it’s kinda outperformed my other stocks and I have a very high growth portfolio which included LCA JMIA Nio FCEL APXT etc. I only bought 75 shares but I’ll hold it to make my daughter happy.
@@its_emilys_liferaleigh445 I would say could be both in regards to target, i keep seeing UA-cam videos of barkbox openings and always women with no children around. Always good to listen to children, they have knowledge in regards to what is popular as well, I didnt even know what roblox was a week ago
Simply amazing. I subscribe
these box subscription models are easily replicated, but I love the products
beyond meat analysis please!
Anyone else think this guy looks like Egon from Ghostbusters?
EGON WAS MY FAVORITE AS KID! Now I appreciate Venkeman's humor a little more than when I was 5.
check out NPA and CFIIU two other SPACs
He did cfii
@@shawn4692 yeah i saw :) def interesting
I took a shot for every umm in this video😉
Ummm that's one way to invest 😜
Thats funny there was a comercial for bully box dog chew toys and treets haha
Unrivaled !
the company has no moat .. chewy can take them out in a heartbeat
Even if it has 1/4 of the run up as chewy has .... its a winner
Thanks, not getting in this high. Will tank more from this point