Nov. 23 at 9:57 PM
$CMRC So your theory is
$WIX is going to buy MakeShift, er, "MakeSwift" ? for 5x their market cap? What do you propose that would be? Is there any synergies there? What is the TAM?
What do you think
$SHOP is going to buy from Herr General Hess...not BigCommerce, right?
$ADBE is more intriguing, for MakeShift, perhaps...but BigCommerce -- if you knew much about BigCommerce, and apparently I've forgotten more about BigCommerce than you will ever know, you would know Abode is pretty serious about Adobe Commerce. So I'm not seeing it, but lets here more about your hypothesis, MuffinTop
My money is still on Vista Equity Partners or a PE - one primarily eCommerce focused. They can buy any piece they want ala carte --
But of course I will miss BigCommerce as a public comany if that happens - and it would be a huge failure for this company --
-- The role of the publicly-traded BurgerKing to Shopify's McDonalds, the Pepsi to their Coke, was an unbelievable once-in-a-generation market opportunity, before it was squandered on the URUGUAY FUNNEL and other economic exclusive behavior that now has the company with declining B2B and Enterprise accounts, an accelerating death-spiral, and only 75% of revenues coming from inside the United States, their most important market.
They should have put ALL THEIR EGGS into the USA market, everyone on Wall Street cn see that - heck, a Blind Man Could See It, MuffinTop.
BTW, that
$11 PT? -- NOT IN THE REALM OF POSSIBILITY - not this year, anyhow...it's good to have "Hope and Dreams (tm)", it's just not a great policy when you're a publicly-traded company...
But let's discuss with the other ladies on this board.
'Memba: we're BigC Besties MuffinTop -- Love Ya Babe
$ORCL #URUGUAYFUNNEL #ECONOMICEXCLUSION #NetSuiteAllianceProgramCorruption #HerrGeneralHess
#draincircling #whistleblower #HHS #INAI #ley18331 #PIPEDA #HIPAA #BigCommerceNeedsaGPOlikeAdeadManneedsAheartbeat
