I like everyone's thinking about Window Shopping
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Posted On: 04/02/2021 6:24:11 PM
I like everyone's thinking about Window Shopping
I remember when eBay was fairly new I used to do just that. Not really needing anything but it was fun to look around and see who is bidding, who is buying, etc.
Before I knew it I was buying too. Bought a few cars off of ebay and sold a few.
Same way it used to be for me with Amazon. Now I either go there with a purpose in mind to buy or maybe I'll look at the Today's Deal section.
Same way for craigslist, Slickdeals.net, Facebook Marketplace, etc. but none of them are really entertaining and kind of waste a lot of time searching and sorting through stuff. The Q&A and reviews are very helpful though.
I remember watching a live stream someplace and mentioned it before. Guy was in his antique store and walking around selling stuff. I found that very entertaining. I like watching American Pickers but I can't buy anything on that show. Imagine a place like where they go and someone is walking around selling you old harley parts, signs, etc AND telling you a story to go with it like they do on the show.
That's what I would call Shoppable Entertainment. The beauty is, you just find a channel you are interested in and tune in every day/week/month to see what's new. Other than finding the channel, the rest of the work is done for you vs the ones I mentioned above where you are hunting around trying to find stuff.
Was thinking about shows like Survivor where at the end of the season they say to go to our website and you can buy stuff and action. What if you could just do it on the show at the end for 1/2 hour. They would make more money for charity I would think.
One thing, what I think is an important point is...
If you thought that Shoppable Entertainment was the wave of the future, how would you invest in it? Other than Bambuser AB in Sweden and VERB in the US, and maybe there are a few more, how would you invest? Others are likely private startups.
Bambuser just published their annual report below
You may want to sit down...
According to the report, the MRR for Q4 2020 is 2.4 MSEK for the streaming.
That is $275,174 folks!
Their net sales for Q4 2020 was 13.8 MSEK which is $1.58M
Most of their revenue is not SaaS but onboarding and services
They have 44 employees
I mentioned their market cap before. I think it was around $500M
Now it's at $640M
Oh and one more thing...
They don't have the product suite that Verb has
Oh and one more thing...
I think there is no self-service which is why their startup fees are so high
Oh and one more thing...
There is no pricing on their website so you know it's not inexpensive
Oh and one more thing...
In Q4, Bambuser announced technology integrations with Shopify and Salesforce
I think Verb is head of them in almost every category except market cap and that will come
This company is proof positive that you don't have to show a lot of revenue to have a high valuation
All Verb need to do is show growth in the SaaS space. Let's say it doubles this year. The sp would explode in my opinion based on comparable
And it wouldn't take a year for that to happen. Any indication of strong growth will lite the fire.
https://assets.website-files.com/5de8d4f1b5b2...t_2020.pdf
I remember when eBay was fairly new I used to do just that. Not really needing anything but it was fun to look around and see who is bidding, who is buying, etc.
Before I knew it I was buying too. Bought a few cars off of ebay and sold a few.
Same way it used to be for me with Amazon. Now I either go there with a purpose in mind to buy or maybe I'll look at the Today's Deal section.
Same way for craigslist, Slickdeals.net, Facebook Marketplace, etc. but none of them are really entertaining and kind of waste a lot of time searching and sorting through stuff. The Q&A and reviews are very helpful though.
I remember watching a live stream someplace and mentioned it before. Guy was in his antique store and walking around selling stuff. I found that very entertaining. I like watching American Pickers but I can't buy anything on that show. Imagine a place like where they go and someone is walking around selling you old harley parts, signs, etc AND telling you a story to go with it like they do on the show.
That's what I would call Shoppable Entertainment. The beauty is, you just find a channel you are interested in and tune in every day/week/month to see what's new. Other than finding the channel, the rest of the work is done for you vs the ones I mentioned above where you are hunting around trying to find stuff.
Was thinking about shows like Survivor where at the end of the season they say to go to our website and you can buy stuff and action. What if you could just do it on the show at the end for 1/2 hour. They would make more money for charity I would think.
One thing, what I think is an important point is...
If you thought that Shoppable Entertainment was the wave of the future, how would you invest in it? Other than Bambuser AB in Sweden and VERB in the US, and maybe there are a few more, how would you invest? Others are likely private startups.
Bambuser just published their annual report below
You may want to sit down...
According to the report, the MRR for Q4 2020 is 2.4 MSEK for the streaming.
That is $275,174 folks!
Their net sales for Q4 2020 was 13.8 MSEK which is $1.58M
Most of their revenue is not SaaS but onboarding and services
They have 44 employees
I mentioned their market cap before. I think it was around $500M
Now it's at $640M
Oh and one more thing...
They don't have the product suite that Verb has
Oh and one more thing...
I think there is no self-service which is why their startup fees are so high
Oh and one more thing...
There is no pricing on their website so you know it's not inexpensive
Oh and one more thing...
In Q4, Bambuser announced technology integrations with Shopify and Salesforce
I think Verb is head of them in almost every category except market cap and that will come
This company is proof positive that you don't have to show a lot of revenue to have a high valuation
All Verb need to do is show growth in the SaaS space. Let's say it doubles this year. The sp would explode in my opinion based on comparable
And it wouldn't take a year for that to happen. Any indication of strong growth will lite the fire.
https://assets.website-files.com/5de8d4f1b5b2...t_2020.pdf
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