Moby Strategic Evolution and Performance Drivers. Navigated a challenging 2025 retail environment characterized by a large ...
Diving into what eBay's GMV levels are implied in the Bull and Bear cases. Breaking down GMV by category and buyer cohort suggests a downside to FY24 and FY25, a surprise to me as well. GMV upside is ...
Amid market optimism, I recommend rotating into value-oriented stocks like eBay, which has shown strong Q3 results and a promising outlook. eBay's Q3 earnings revealed a re-acceleration in GMV and ...
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