We believe the answer is "YES". We believe that cryptocurrencies will turbocharge online marketplaces during the next 10 years. For this reason we believe companies that have planted a cryptocurrency flag will look to acquire online marketplaces which can be "crypto-enabled." Thus, we peg the probability of an EBAY sale in 2020 at 80%. Intercontinental … Continue reading Will Cryptocurrencies Turbocharge Online Marketplaces?
We liked The ICE (ticker: ICE) as a potential acquirer of Bloomberg LP. News that The ICE moved to acquire eBay is consistent with ICE founder & CEO Jeff Sprecher's affinity for "exchange" / "marketplace" type businesses. The deal could carry a $30 billion value per the Wall Street Journal. EBAY shares are up 9% … Continue reading eBay for The ICE?