Red before dark Yeah Some DD to Jam on it
Post# of 32643
(Total Views: 594)
Posted On: 06/13/2020 5:00:25 PM
Red before dark
Yeah
Some DD to Jam on it
(Yeah, yeah, we know, we know)
Huh
(Yeah, Goggles, you gonna rock it, right)
(You gonna do it down, right)
Ha-ha-ha-ha, yeah
I don't think some realize. You couldn't recreate what VERB has done for what the market cap is at - $32M
You just flat out, couldn't do it and I mean...
Hire all the people and expertise
Have them fully trained, engaged and productive
Develop, test and release multiple products
Have 100+ enterprise customers
Have a bunch of non-enterprise customers
Have 1M+ users
Go through all the learning
Come up with the innovation
Build that trust with your clients
Have great app ratings
Where do you get that DD red?
Wikki-wikki-wikki-wikki?
Could you get there in one year with $100M?
In my opinion, nope
You could not assemble the people, products and customers
Here's the crazy part
I don't think you could do it in one year with any amount of money
It's just impossible.
Could you do it in two years with unlimited funds?
Maybe, but I've seen Microsoft and Oracle try to build things from scratch and it takes a LONG TIME.
How long did it take to build Teams?
While I think they say they built it from the ground up, I don't think so.
Roots are in SharePoint that has been developed a long time ago
19 years ago...
One problem for companies that want to recreate it all...
VERB beat you to it and has patents
You would also likely be giving away everything for free if you wanted to catch up, but not a big deal if you had unlimited funds and were in a two year crunch.
If you believe any of this like I do, now try to put a valuation on it if you wanted to invest or buy the whole company
Do your own DD and research the links investors post
Non-investors don't post links. I think they haven't figured out cutting and pasting yet
Yup you could come in with an offer of x times revenue and the company would say, "Come back when you are serious".
Making an offer based on revenue to a company that is starting to take off wouldn't make sense
Making an offer based on the cost to recreate and factoring time, might. Sooner you want it, the most it would cost.
Making an offer based intellectual property might
Making an offer based on how well it fits within your company strategy and how badly you want it might.
Keep in mind, many software deals in history always looked like, from the outside, the company over paid
"Facebook bought the photo-sharing start-up for $1 billion in 2012, paying what seemed like a shocking sum of $1 billion for a company with 13 employees at the time ."
"Not only didn't Instagram have no profits, it had no revenue."
"Oracle buys enterprise cloud services company NetSuite for $9.3B"
"Oracle takes cloud shortcut, overpays for Netsuite"
When those same people look back, they talk about genius moves
For anyone that thinks Verb is toast
I like that thinking
Toast now at $4.9B valuation, raises $400M round
Oh, BTW, they have no big named customers...
"The company focuses on selling its software to smaller and midsize restaurants with up to nine locations but also has deals with larger chains such as Jamba Juice Co."
And a lot of competition including NCR and Oracle's Micros Systems, a point-of-sale company acquired by Oracle in 2014 for $5.3 billion. These are the big boys.
Website says "Trusted by tens of thousands of restaurants and growing fast."
That's it? Let's be generous and say 30K restaurants. Some big chains have more than that. I think last year they had 20K and adding 1K a mount.
Could you recreate Toast for $32M?
Nope
Could you do it for $32M with unlimited time
Nope
Could you recreate it in a year with $1B
Nope
Toast raised over $900M to date
What? Get out!
Wikki-wikki-wikki-wikki
That was Series F BTW. Raising another $400M on top of everything else
I don't see the Series A, B, C, E investors crying about dilution
That's not how this works.
Key to investing is to figure out what a company is really worth and what it will be worth down the road
Figuring that out like a VC, might be a worthwhile exercise for anyone to figure out do they invest, hold, sit one out
Go look at what companies are getting funding, how much, what they are valued at and how much they sold for
Jam on it
Wikki-wikki-wikki-wikki
Yeah
Some DD to Jam on it
(Yeah, yeah, we know, we know)
Huh
(Yeah, Goggles, you gonna rock it, right)
(You gonna do it down, right)
Ha-ha-ha-ha, yeah
I don't think some realize. You couldn't recreate what VERB has done for what the market cap is at - $32M
You just flat out, couldn't do it and I mean...
Hire all the people and expertise
Have them fully trained, engaged and productive
Develop, test and release multiple products
Have 100+ enterprise customers
Have a bunch of non-enterprise customers
Have 1M+ users
Go through all the learning
Come up with the innovation
Build that trust with your clients
Have great app ratings
Where do you get that DD red?
Wikki-wikki-wikki-wikki?
Could you get there in one year with $100M?
In my opinion, nope
You could not assemble the people, products and customers
Here's the crazy part
I don't think you could do it in one year with any amount of money
It's just impossible.
Could you do it in two years with unlimited funds?
Maybe, but I've seen Microsoft and Oracle try to build things from scratch and it takes a LONG TIME.
How long did it take to build Teams?
While I think they say they built it from the ground up, I don't think so.
Roots are in SharePoint that has been developed a long time ago
19 years ago...
One problem for companies that want to recreate it all...
VERB beat you to it and has patents
You would also likely be giving away everything for free if you wanted to catch up, but not a big deal if you had unlimited funds and were in a two year crunch.
If you believe any of this like I do, now try to put a valuation on it if you wanted to invest or buy the whole company
Do your own DD and research the links investors post
Non-investors don't post links. I think they haven't figured out cutting and pasting yet
Yup you could come in with an offer of x times revenue and the company would say, "Come back when you are serious".
Making an offer based on revenue to a company that is starting to take off wouldn't make sense
Making an offer based on the cost to recreate and factoring time, might. Sooner you want it, the most it would cost.
Making an offer based intellectual property might
Making an offer based on how well it fits within your company strategy and how badly you want it might.
Keep in mind, many software deals in history always looked like, from the outside, the company over paid
"Facebook bought the photo-sharing start-up for $1 billion in 2012, paying what seemed like a shocking sum of $1 billion for a company with 13 employees at the time ."
"Not only didn't Instagram have no profits, it had no revenue."
"Oracle buys enterprise cloud services company NetSuite for $9.3B"
"Oracle takes cloud shortcut, overpays for Netsuite"
When those same people look back, they talk about genius moves
For anyone that thinks Verb is toast
I like that thinking
Toast now at $4.9B valuation, raises $400M round
Oh, BTW, they have no big named customers...
"The company focuses on selling its software to smaller and midsize restaurants with up to nine locations but also has deals with larger chains such as Jamba Juice Co."
And a lot of competition including NCR and Oracle's Micros Systems, a point-of-sale company acquired by Oracle in 2014 for $5.3 billion. These are the big boys.
Website says "Trusted by tens of thousands of restaurants and growing fast."
That's it? Let's be generous and say 30K restaurants. Some big chains have more than that. I think last year they had 20K and adding 1K a mount.
Could you recreate Toast for $32M?
Nope
Could you do it for $32M with unlimited time
Nope
Could you recreate it in a year with $1B
Nope
Toast raised over $900M to date
What? Get out!
Wikki-wikki-wikki-wikki
That was Series F BTW. Raising another $400M on top of everything else
I don't see the Series A, B, C, E investors crying about dilution
That's not how this works.
Key to investing is to figure out what a company is really worth and what it will be worth down the road
Figuring that out like a VC, might be a worthwhile exercise for anyone to figure out do they invest, hold, sit one out
Go look at what companies are getting funding, how much, what they are valued at and how much they sold for
Jam on it
Wikki-wikki-wikki-wikki
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(0)Verb Technology Company, Inc (VERB) Stock Research Links
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