Re:Etsy stock has lost 76% of its value in 9 months
by replicatorblog on Friday January 15, 2016 @05:31PM
(#10912751)
All fair points! Though I'd argue that ecommerce has been challenging—Zulilly went from IPO to salvage sale in about a year, compared to that Wayfair's slow but steady growth is a success!
The TripAdvisor/Yelp comp is great—they're direct competitors. TA also didn't really launch in its current form until 2002 so it's not as unfair as it appears on first glance!
Facebook, however, has been demonstrably successful since going public, despite the massive SV hype. Zuckerberg and his team deserve full credit for delivering on a successful mobile monetization strategy and making some great acquisitions (particularly Instagram, given its acquisition price and its estimated valuation now.)