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$Allbirds(BIRD.US$It IPOed at 2B and while their revenue is increasing, they are not scaling nearly to the level they need to be in order to justify a 2B valuation. Could definitely swing up because it is a recognizable name but don’t keep your money in it
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$Allbirds(BIRD.US$ 对基本面一无所知,这不是巴菲特/芒格的游戏。但我确实关注男士时尚,而维恩图描绘的湾区帅哥钱太多了,穿着丑陋的羊毛运动鞋的男人差不多是一个完美的圈子。这可能会在首次公开募股时大放异彩。交易开始后,作为未来的收益表现,也值得一看,因为我敢打赌,华尔街对一家不合时宜的公司投入的资金感到惊讶。
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$Allbirds(BIRD.US$ I'm not going to overthink this one. They always underprice the IPO's before they start trading. That's how they get the initial shares sold to the privileged few who get the shares before the rest of us. So, the original $15 share price is artificially low and is not a realistic valuation.
So we have a super-cool company backed by a super-cool Hollywood elite actor (Leo DeCaprio) and others... The IPO is based on the measly revenues they have reported as a private company. My guess is the IPO will create some buzz around the company, and then they will make some high profile partnership deals that will get everyone excited.
I don't think profits matter anymore the way everyone seems to be investing in companies that don't earn any money and won't for years, if ever... They don't seem to care. All that matters is revenue growth. So coming off the small numbers they had as a private company and with the hollywood elite being very happy with them, it seems like they will put up the necessary revenue growth to propel the stock upward. There's not that many shares out, so it wouldn't take much to move this one up.
With no real idea what they will do for revenues or profit, it's a play on how cool the company is. I like anything that's a notch above the cheap crap that other companies are putting out. The footwear business for the most part is like putting Kraft Mac & Cheese shoes on your feet...the cheapest, crappiest ingredients you can use and still call them shoes... Allbirds is going the other direction, controlling a quality supply chain and taking care of what goes into them. It's like they are the Beyond Meat of the shoe business, I guess....something better for you maybe is the goal...
So, I picked up a few shares and if it drops, I will grab a few more and see what happens... This one is more of a gut feeling, not the value based opinions I often rely on. I put it in with my Dutch Bros IPO call....
So we have a super-cool company backed by a super-cool Hollywood elite actor (Leo DeCaprio) and others... The IPO is based on the measly revenues they have reported as a private company. My guess is the IPO will create some buzz around the company, and then they will make some high profile partnership deals that will get everyone excited.
I don't think profits matter anymore the way everyone seems to be investing in companies that don't earn any money and won't for years, if ever... They don't seem to care. All that matters is revenue growth. So coming off the small numbers they had as a private company and with the hollywood elite being very happy with them, it seems like they will put up the necessary revenue growth to propel the stock upward. There's not that many shares out, so it wouldn't take much to move this one up.
With no real idea what they will do for revenues or profit, it's a play on how cool the company is. I like anything that's a notch above the cheap crap that other companies are putting out. The footwear business for the most part is like putting Kraft Mac & Cheese shoes on your feet...the cheapest, crappiest ingredients you can use and still call them shoes... Allbirds is going the other direction, controlling a quality supply chain and taking care of what goes into them. It's like they are the Beyond Meat of the shoe business, I guess....something better for you maybe is the goal...
So, I picked up a few shares and if it drops, I will grab a few more and see what happens... This one is more of a gut feeling, not the value based opinions I often rely on. I put it in with my Dutch Bros IPO call....
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$Allbirds(BIRD.US$ 股价上涨并不好。希望能更正。也就是说,如果你有4到5年的视野;这确实会很好。我进来了,因为我现在只买他们的鞋子;不介意付保费。比这好多了 $耐克(NKE.US$ ; 长 $Allbirds(BIRD.US$ .
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I'm really really really really really really really really really really really really really keen to know, how to actually spot it.
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$Allbirds(BIRD.US$ 最初将其股票定价在12美元至14美元之间。
但是,该公司昨天宣布已将其首次公开募股价格提高至每股15美元。
在撰写本文时,BIRD股票的价格接近每股30美元,开盘当天肯定表现不错。
该公司以15美元的水平出售了超过2000万股股票,共筹集了3.03亿美元的收益。
投资者似乎喜欢这只零售股票的科技相关敞口。
该公司每股15美元的估值约为上一季度销售额的9倍。
如今,这种估值得到了极大的提振,投资者似乎认为该公司低估了自己的价值。
但是,该公司昨天宣布已将其首次公开募股价格提高至每股15美元。
在撰写本文时,BIRD股票的价格接近每股30美元,开盘当天肯定表现不错。
该公司以15美元的水平出售了超过2000万股股票,共筹集了3.03亿美元的收益。
投资者似乎喜欢这只零售股票的科技相关敞口。
该公司每股15美元的估值约为上一季度销售额的9倍。
如今,这种估值得到了极大的提振,投资者似乎认为该公司低估了自己的价值。
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$Allbirds(BIRD.US$ 今年早些时候,公布的数据显示,66%的全球消费者表示愿意为可持续生产的商品支付更多费用。对于像Allbirds这样的公司来说,这是个好消息。可持续发展正在超越时尚界,甚至像这样的公司一样 $H&M(ADR)(HNNMY.US$ 在他们的运营中优先考虑它。Allbirds完全有能力继续革新鞋类。任何想看涨时尚的人都应该密切关注。
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