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Messages - puddles

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1
Just Shmooze / Re: Buying Group Master Thread
« on: April 11, 2019, 10:28:55 AM »
Isn't that an issue with anything you do in this game?
Personally, I am okay with BB but Amazon is another story.

2
Just Shmooze / Re: Buying Group Master Thread
« on: April 11, 2019, 09:58:57 AM »
I have asked before... Am I the only that is concerned about ordering on Amazon to DE? AT some point will all these people get banned?

3
Just Shmooze / Re: Ever wondered how to spend $72,000,000,000?
« on: April 04, 2019, 03:43:07 PM »
Does bezos still own Google stock? It's weird how Amazon and Google go ahead to head and he owned both
Ummmm. Nope.

5
Just Shmooze / Re: broadway tickets buying group
« on: April 03, 2019, 08:54:02 AM »
thank you all.
Still nothing. Might not be worth buying for a group that is so unresponsive.

6
Just Shmooze / Re: broadway tickets buying group
« on: April 02, 2019, 03:52:35 PM »
I think you are supposed to just email tickets@beanstalkassets
thank you all.

7
Just Shmooze / Re: broadway tickets buying group
« on: April 02, 2019, 03:29:14 PM »
I tried to register for the group on the website but didnt get a response. If anyone here can PM me with direct contact info i would appreciate it.

8
Just Shmooze / Re: Buying Group Master Thread
« on: March 26, 2019, 03:12:59 PM »
new offer from buying group..... You pay us commission to buy us our inventory. LOLZzzzzzzzz must be still drunk from Purim
Beyond me that people are participating in this garbage. Shocked that people will buy for them

9
Credit Cards / Re: Apple Card - New Apple Credit Card
« on: March 26, 2019, 10:57:12 AM »
Doesn't seem like the street is as high on it as you think they are. I copied some of the commentary from 4 research notes.

JPM- Apple Card offers several customer  benefits that might trigger significant adoption. Although already mentioned previously in  press reports, the announcement yesterday surprised most  relative to  a  credit  card  (Apple Card) launched in partnership with Goldman Sachs and MasterCard. Apple Card will be available both digitally in the wallet app (could be used at locations accepting Apple Pay)  and in  the  form  of  a  physical  card, which could  be  used  at  locations not accepting Apple Pay (following on the lines of the Square Cash appand card). Apple will use on-device processing to allow users to track and manage transactions, as well as spending trends. The positives relative to the positioning of the card include absence of fees and differentiation of rewards through focus on daily cash backs. The introduction of Apple Card will allow the firm to leverage the growing adoption of Apple Pay and capture a greater portion of the fees in the payment ecosystem. The card is expected to be available to U.S customers starting in summer of 2019.

CITI- pple announced Apple Card built into the Apple Wallet app on iPhone.   Apple is partnering  with  Goldman  Sachs  (issuing  bank)  and  Mastercard  (global  payments network).    The  Card  offers  no  fees  and  very  attractive  rebates  (3%  for  Apple purchases in the AppStore, 2% rebates for payments made with Apple Pay and 1% for every other purchase made with the Apple Card).  Apple Card will be in the US this  summer.    Apple  has  also  designed  a  titanium  Apple  Card  for  shopping  at locations where Apple Pay is not accepted yet.   We expect interest in the card from its US customer base but note consumer behavior is very slow to change.

UBS- Apple Card and Apple Pay make Apple more part of consumers' daily life and increase stickiness  of  the  ecosystem  may  not  be  material  contributors  to  revenue.  Gaming  appears to be a bundle of paid games and may attract some new customers

GS- Apple Card interesting but small earnings impact for Apple. Apple announced a new credit card (“Apple Card”) which offers 3%/2%/1% cash back on purchases made directly-with-Apple/with-Apple-Pay/other-purchases. Even though Apple Pay is becoming more available we would still expect a large percentage of transactions to be done at the 1% return level (using the physical card) so we would expect the typical consumer to perceive the cash return rate to be OK but not great (vs. 1.5% on all transactions available on some competitor cards). Assuming a 35bp/dollar spent take rate (inline with a 20bps-50bps range based on industry checks), $1,000/user/month spend (roughly inline with Amex cards) and 21m users (~10% of iPhone installed base in the US), we estimate Apple Card could generate $882m in revenue and $0.12 in EPS (we show sensitivities in Exhibit 1 below). This would equate to just under a 1% uplift toCY20 FactSet consensus EPS

10
Credit Cards / Re: Need someone to spend big, please advise
« on: February 08, 2019, 09:50:07 AM »
the point here is not to make you feel like an idiot, rather to make sure you understand what your getting yourself into....
+100

11
General Discussion / Re: Best Place to Buy Wine on Internet
« on: January 31, 2019, 08:50:36 AM »
Seized.
'is this the warehouse for KosherCorks?

12
Just Shmooze / Re: PSA: Don't swipe recklessly for others
« on: January 29, 2019, 10:13:47 AM »
I actually got a call from a friend yesterday who's BIL is one of the victims asking me if I know how deal with the banks.
I missed something in the thread. Was this a buying group? Or something different?  Why did they take down the article?

13
Just Shmooze / Re: Buying Group Master Thread
« on: January 24, 2019, 09:25:45 AM »
Seems like the buying groups are trying a slightly different approach with the coin deal now. Only sending details once signed up etc. I guess trying to stop the bidding war that happened last time. Does anyone actually believe that there are truly "limited spots"??
I wanted to buy for PFS and when I went to the site they said they arent taking any more commitments. So I would say that yes, there was a limit.

14
Goods For Sale/Trade / Looking for a Nest Learning Thermostat
« on: January 17, 2019, 10:05:17 AM »
anyone looking to sell one from the recent Lowes deal? Would prefer not to pay the full price

15
Goods For Sale/Trade / Re: Sports Tickets for sale
« on: January 10, 2019, 01:06:28 PM »
anyone selling knicks tickets to sundays game? PM me please.

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