57 ordspråk av Derek Brown

Derek Brown

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There is no longer a perception that eBay has few meaningful competitors.

Much to everyone's surprise, eBay seems to have had a much better quarter across several crossover categories.

When you strip out those acquisitions and new partnerships to really get a sense of what the company's core business is doing, it really struggled through the first half of the year.

As a framework, it's about as good as it gets.

Investors are trying to assess whether management is being conservative in their guidance or if there are elements of the business which may not be performing as well as investors have anticipated.

With the increase in guidance and a very strong quarter under its belt, valuation becomes less of an issue, but it doesn't mean that it's off the table. The valuation seems full,

The company is clearly operating in a really attractive market right now, but the valuation fully recognizes that,

With the increase in guidance and a very strong quarter under its belt, valuation becomes less of an issue, but it doesn't mean that it's off the table. The valuation seems full.

The company is clearly operating in a really attractive market right now, but the valuation fully recognizes that.

But the sector itself is still a nascent, high-margin, rapidly growing industry. And the indications we've seen are that it hasn't changed much.

Trust and safety is a huge division in the company. They have a number of safeguards in place, but it is a very diverse market place. The question, I think, is are they doing enough? Could they be doing more? Should they be doing more?

We're trying to get winners here, and Woodrow Wilson won it all last year. There are quite a few other prospects there that I will see. Camden is a tremendous source of talent. Once we get that pipeline solidified, I'll try to do some things in Baltimore, too.

I've seen a few bizarre things on the street, especially in the past year, and this would be close to the top of the list.

We came out a little flat, and I'm not sure if they're taking it for granted, but I don't think so. We just can't get it done early.

Teams that finish strong should be rewarded in the tournament. We finished this season as strong as any team could finish.

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