In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche
Since its founding, eBay (NASDAQ: EBAY) has acquired the staggering 59 companies overall. Some of these companies are also in the online auction industry, such as iBazar and Tradera. Some of eBay’s biggest buys were Skype in 2005 and PayPal in 2002.
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Contrary to popular belief, PayPal Holdings (NASDAQ: PYPL) does not need to be an Amazon (NASAQ: AMZN) payment option to
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Other organizations that could benefit could be Netflix, Etsy (NASDAQ: ETSY), Sears (NYSE: SHLD), Staples (NASDAQ: SPLS), Best Buy (NYSE: BB) and Walmart (NYSE: WMT). All of these retailers could get access to the $404 billion Chinese market through alliances with Alibaba and stores on Tmall. Walmart, which already has a presence in China and a working relationship with Alibaba, could be in a great position here.
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If Walmart rolls out this subscription service in a smart way, it could position itself as the anti-Amazon.
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That gave Alibaba a quarterly year to year revenue growth rate of 38.39%, over twice that of Amazon.com, which reported a revenue growth rate of 15.08% on March 31, 2015. Alibaba’s growth rate also far exceeded that of eBay Inc. (NASDAQ: EBAY), which reported a rate of 4.36% on March 31, 2015, Best Buy NYSE: BBY), which reported a revenue growth rate of 2.82% on January 31, 2015, and Staples (NASDAQ: SPLS), which reported a negative revenue growth rate of -3.69% on Jan. 31, 2015.
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My take on the situation is this. Both eBay and PayPal are value investments; they’re great brands and well-run companies that generate a lot of cash. Both companies also operate in a sector that has a lot of room for growth. Yet they are also undervalued by the market, probably because they operate in an unsexy sector, namely, basic e-commerce.
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This could indicate that traditional banking might no longer be a viable business because of the alternatives available. Things could soon get worse because PayPal is about to get spun off from eBay Inc. (NASDAQ: EBAY) and transformed into an independent financial services company that will compete directly with banks.
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A very dark horse contender for an eBay acquisition would be Berkshire Hathaway (NYSE: BERK.B). Uncle Warren is famously technology adverse, but eBay does meet some of his criteria: it’s a good company with a strong brand that’s well respected on Main Street but undervalued by the market. It also has a business model that generates a lot of float and cash—two of Buffett’s favorite things.
Read MoreThere are cheaper and more practical ways for Amazon.com to provide the few brick and mortar retail services that might enhance its business. Having a physical counter where customers could return merchandise or pick up deliveries might be a good idea
Read MoreJPMorgan Chase (NYSE: JPM) reported that one million of its account holders are now using Apple Pay at its Investor Day on Tuesday, February 24, 2015. That means one million customers of one of the nation’s largest banks are using an alternative to traditional banks. Bank consumer behavior is changing faster than we thought.
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