50% off Premium Yearly
eBay IncEBAYDON'T BUYJun 11, 2014Stock price when the opinion was issued
As of Jun 12, 2026. Market Open.
AMZN-Q is the 1000 pound gorilla. Any choice in this space has to take them into account. EBAY-Q has done a good job. They beat street consensus. Their site is improving and ease of use is improving. There were up a Million users of 160 Million last quarter. They have a robust stock repurchase program going on. He would not own it.
Their PayPal asset is quite attractive, but its core store business is under threat from a number of channels, typically Amazon (AMZN-Q). Globally they have had difficulty expanding their marketplace at the rate the market would like to see.