Groupon, Inc.
GRPN3.57
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I appreciate the reply, but TBH with the way the market is manipulated to the hilt combined with my inability to recreate the luck I had with GRPN years ago, I think I'm better off with PowerBall or scratch tix. Either way, my chances aren't great.
Grpn ready for recession
puts on NVDA, GRPN, LUV
calls on DIS, AAPL
thots?
GRPN puts were easy money, hope people made some pesos
GRPN about to explode holy Chet! 🚀🚀🚀
Oh shit GRPN 🚀🚀🚀
GRPN's market cap is well below the market cap rule of $500 million.
Only thing I got a put on is my pants. And grpn
Grpn puts of course. Nobody is offering discounts during recession. Spy is locked based on the option chain it will only move with significant news. I'll keep selling options to expire worthless if people keep buying them
Groupon's (GRPN) stake in SumUp alone is worth around $204 million. Yet its market cap is only around $210 million. It also has around $300 million in cash, which means the company itself is being valued at around negative $300 million! HUH???
Some implied moves for earnings next week - 1473 companies reporting(this is up/down):
$DIS 7.6%
$AMC 14.9%
$RBLX 15.5%
$TTD 17.9%
$CGC 18.8%
$FVRR 19.7%
$WEN 6.6%
$RMBL 17.5%
$RIVN 12.1%
$BYND 19.2%
$APPS 15.9%
$U 17.3%
$NIO 13.6%
$RL 8.9%
$SIX 13.6%
$WIX 16.0%
$YETI 13.7%
$SSYS 9.7%
$MTTR 19.4%
$TOST 16.9%
$DOCS 17.7%
$LFMD 26.1%
$CODX 21.04%
$BROS 12.8%
$WYNN 8.6%
$RNG 15.6%
$MGNI 22.3%
$VZIO 14.3%
$UPST 22.4%
$OXY 6.1%
$AFRM 22.3%
$LCID 12.2%
$PLUG 12.2%
$MARA 15.1%
$LMND 15.3%
$DDD 13.8%
$CARG 16.6%
$PLTR 14.9%
$ATVI 4.0%
$LYFT 17.8%
$MOS 8.2%
$TTWO 8.5%
$DOCN 17.4%
$GRPN 18.4%
$TRIP 10.5%
$SDC 34.4%
$SWAV 14.5%
$TWOU 23.5%
$WKHS 15.7%
$NCLH 9.7%
$PLNT 9.3%
$PRTY 18.8%
$SPWR 12.1%
$HAIN 9.3%
>This is an interesting article. I was not aware of Groupon's struggles in recent years. It is interesting to see that the company is still around and trying to turn things around. As an investor, I would be interested in taking a closer look at GRPN stock
>I think that the key catalysts for GRPN will be a return to normalcy in terms of consumer spending and an increase in demand for groupon-type services. If these things happen, then I think the stock could easily double or triple from current levels.
My take on GRPN DD:
- their full year revenues are around 600m$ from the coupon sales
- Q1 2022 was a negative surprise, as covid wave ended but shops didn’t come back to Groupon as it was after previous covid waves. Main reason was that shops didn’t need groupon anymore, as there is too much demand which drives inflation up.
- in Q3 management came with about 150m$ OPEX savings, which will fully translate into PnL only from Q4 and Q1 2023
- key question is, if the current revenues are stable. Its seems they are max declining slightly, but we need to see Q3 numbers now
Management thesis is, that revenues from coupons are stable in current environment, and with the OPEX cuts there will be about 150m$ EBITDA and 100m FCF next year. If this will happen, 8x 150m$ EBITDA gives about 1.2bn valuation. So 6x return on current share price.
There is high short interest and one big activist investor PFC from Czech Republic, which has about 24% share in the company. For PFC it is their biggest investment and they have assembled management advisory team from former Groupon clone in Czech Republic - Slevomat. Their strategy is slightly different and gives a chance on sustainable business model for Groupon, more based on local experience and traveling rather than discount coupons on goods. They are testing the concept in one state now in Q4. So also important to watch.
Groupon is heavily burning money,up to 100m$ per quarter, except Q4 which is usually strong and positive due to xmas period.
Balance sheet gives groupon flexibilty of about max. 3 further Quarters, where they would burn remaining cash.
Market clearly doesn’t believe the story and is pricing the compny as dead (now less than the sumup stake, which I expect to be exited in next few quartes). That would give additional two quartes of full cash burn in current mode. So beyond 2023.
So key catalysts, which will make you 6x on current price:
- Revenues will be more or less flat and management succeeds in OPEX cuts
- Slow down in consumer spending will bring sales to groupon back (retailers will need new traffic)
- Business model change under PFC activist, will success
$GRPN
GRPN
Nlok, grpn, and chgg all recession proof.
Groupon feels like a lost ship and probably wants to hold on to SumUp to give their $300 million market cap some sense of legitimacy. Even with the souring economy I still don't know anyone who uses the site and doubt usage will drastically increase.
I could see Groupon eventually reaching a much lower market cap of $50 million or less. Stores don't really need them to get people through the door now that they have Instagram.
$GRPN calls
Probability stands at 52%. Nit sure how that’s ‘no way’.
https://www.macroaxis.com/invest/ratio/GRPN/Probability-Of-Bankruptcy
I cannot see how GRPN can be so bad going into an economic crisis. Everyone is gonna want to look for cheap deals…
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I'm not supporting the play, but I can't not support the phrase "GRPN this dick."
GRPN anyone?
Short Interest - 40.22% Shares Short - 6.29M Days to Cover- 6.75
Long term closely held company
GRPN GROUPON
The short interest in GRPN SO HIGH and concentrate owners. 🤔
Any y’all looking at GRPN for a squeeze ?
GRPN - Groupon
GRPN, it's your turn, buddy
Actually, I just looked and $GRPN has a negative PE.
Some implied moves for earnings next week - 1323 companies reporting:
$COIN 20.6%
$RBLX 14.6%
$TTD 12.0%
$U 17.0%
$DIS 6.2%
$SONO 11.9%
$RIVN 11.8%
$ILMN 9.2%
$LZ 13.6%
$MTTR 15.5%
$MQ 15.6%
$PLUG 12.8%
$WYNN 7.1%
$WISH 20.1%
$WIX 14.2%
$JACK 8.4%
$WEN 6.1%
$BLDP 13.1%
$CYBR 10.9%
$JMIA 19.4%
$SIX 11.2%
$GOOS 13.2%
$LUNA 19.5%
$PLTR 13.2%
$UPST 28.6%
$APPS 18.4%
$TTWO 8.4%
$CLOV 20.3%
$MARA 16.4%
$BLNK 11.3%
$LMND 16.2%
$SDC 21.5%
$DOCN 15.6%
$VRM 38.8%
$PUBM 16.9%
$LAZR 12.9%
$ROOT 16.7%
$GRPN 18.3%
$SWAV 10.8%
$RL 8.1%
$CPRI 8.2%
$WKHS 15.0%
$RMBL 24.0%
$PLBY 18.9%
$ANGI 19.2%
Why the fuck is GRPN up this week?
All in GRPN for the squeeze
Every issue with major short interest is rocketing because hedges were getting killed on long positions and are being forced to deleverage.
CVNA, CHWY, BYND, some of the marijuana stocks, VRM, LULU, GRPN, PTON, NKLA... long list of shit that was solidly super green today.
Indeed. The height of the dotcom before the bust. The story of GRPN was awesome.
$GRPN
I don’t usually invest in companies like this, but I think this one is a decent bet.
Jan Barta has a history of recent success with this business model in Europe and he’s putting his money where his mouth is trying to turn GroupOn around. He bought from $20 all the way down to $11.55/shares spending ~$67M investing in GRPN between April-May 2022.
At the current price point, it could be a triple.
I’m buying deep value:. KD CPS XRX CNDT CWH TUP SPWH
-and some not as deep is on my watchlist: INTC BABA CLF OSTK CROX FOSL GRPN META WBD
I thought GRPN was dead, are you saying as a meme stock?
grpn
Grpn 6/3 18$ looking like a good lotto ticket
GRPN may be largely forgotten, but they own a huge chunk of SumUp and are a cash-generating monster. Oh, and they still have millions of active buyers as well. I bought the huge dip last week and am waiting for the rest of Wall Street to catch up. Go Groupon!!
GRPN $18 6/3 CALL
Groupon is so 2008 but it is not 2000-and-Late! Thanks for the nice two day rally, GRPN! I loaded up on shares at $11.32 this week and saw a 23% pop to $14 yesterday and another 11% pop today to $15.50. They aren't sexy, but they own around $528MM of SumUp and have $400MM+ in cash on the balance sheet -- and their market cap is only $464MM!! You are basically getting everything else for FREE and it is still a cash generating monster. I'm going to keep riding this train and suggest you join the fun!!
I keep seeing that GRPN has an intrinsic value of $20 per share.
GRPN might be an ACTUAL 10 bagger
Here are some implied moves for earnings next week with 944 companies set report:
$DIS 7.8%
$TTD 17.8%
$RBLX 21.3%
$SOFI 16.5%
$COIN 18.3%
$U 15.0%
$FVRR 19.9%
$YETI 13.5%
$DNUT 11.4%
$RIVN 19.3%
$BYND 17.4%
$SONO 13.0%
$BROS 13.9%
$APP 19.1%
$CYBR 14.5%
$AFRM 25.1%
$POSH 20.1%
$ACB 15.0%
$CODX 13.4%
$TOST 19.8%
$WYNN 8.2%
$MTTR 19.1%
$RKT 12.6%
$PLBY 26.7%
$ELY 9.4%
$AMC 16.1%
$UPST 26.3%
$PLUG 13.8%
$PTON 23.3%
$LI 11.0%
$PLNT 9.8%
$BLNK 13.3%
$CLOV 18.2%
$SPG 7.1%
$SDC 25.3%
$LMND 17.2%
$DDD 16.9%
$PUBM 17.8%
$RNG 17.3%
$GRPN 16.4%
$ATER 22.5%
$RICK 12.9%
$RAIL 19.7%
$PLTR 16.7%
$TSN 7.3%
$COTY 15.0%
$RIDE 22.0%
(And the explanation on how I get the implied moves and how I use them : https://www.optionmillionaires.com/implied-moves-earnings-explanation/ )
Huge insider buying on GRPN rn. What do they know???
You said slow growth for GRPN 2 months ago, it has risen from 17 to 20.35$ till then so you were right on it, even if it wasnt bigger because of the market
If the market weren’t in chaos the last year everyone who followed my DDs would be millionaires I’m sure 😅 RIP UBER, VIAC/PARA, and GRPN
GRPN
VIX futures and options, for steady monthly income. You have to know what you're doing though. (Stay away from any ETFs or ETNs based on it, please. That's amateur hour, and you'll get absolutely murdered if you don't know what you're doing.)
MTBCP - preferred shares of what used to be Medical Transcription Services I think, but now calls themselves Care Cloud. I buy when it gets to a 25 or 26 handle, sell when it goes to less than a 10% yield, which is mid 27ish if I remember right, wait for it to come down again when it does that, buy again. Steady monthly income here too.
GRPN - Nice income producer too. (Wat???) Buy it, sell covered calls at < 30 delta every week, nice steady stuff because its IV is high. If it goes up too much you have to cover the sold options, but that's a good problem to have. Nice and low now, obviously get out if it gets too high, which I'd say would be around 30 at this point. Probably due for a small dump as its been rising nicely for the last few weeks.
GPRO, BB, GRPN,PTON
Groupon! It was grpn
All in GRPN.
So I did the BP and GRPN based on your recommendation ( or the bot recommendation). I didn't like the other pick from my own deductions so I didn't trade on that. I made the money on those as well and I was hoping to see few more plays but you're right. It probably does need some tweaking. Thanks for sharing and I'll be looking forward to more of your posts.
GRPN $18P are ITM now... even the $17p might become ITM before COB today
Some implied moves(+/-) for earnings next week - 679 companies reporting:
$ZM 18.1%
$SNOW 12.6%
$AVGO 6.1%
$COST 4.1%
$AI 21.3%
$OKTA 10.3%
$SPLK 10.7%
$BOX 10.9%
$PLAN 18.7%
$ZUO 13.9%
$HEAR 25.5%
$KIDS 10.7%
$BBY 10.5%
$BILI 13.4%
$BURL 8.4%
$KR 7.5%
$BJ 10.3%
$BIG 14.5%
$GPS 13.2%
$SWBI 13.9%
$ESTC 17.2%
$VZIO 17.4%
$SE 15.6%
$AZO 5.3%
$BIDU 7.8%
$DPZ 7.4%
$IQ 14.9%
$EHTH 26.36%
$WKHS 16.8%
$ZIP 15.4%
$WW 15.9%
$SRPT 8.0%
$CDLX 19.6%
$PETQ 20.3%
$WDAY 10.4%
$DDD 19.7%
$AMBA 14.6%
$GRPN 14.0%
$BIGC 24.1%
$LCID 16.2%
$BLNK 12.5%
$SDC 19.0%
$RIDE 19.3%
$PRTY 20.3%
$ITRI 13.3%
$SAIL 14.2%
$AMRN 11.9%
$RDNT 11.7%
$IGT 12.1%
$PRGO 9.3%
$DLTR 8.7%
$ANF 12.2%
$DY 13.8%
$ICPT 45.4%
$HIBB 15.3%
Some implied moves(+/-) for earnings next week - 679 companies reporting:
And the explanation on how I get the implied moves and how I use them : https://www.optionmillionaires.com/implied-moves-earnings-explanation/
​
$ZM 18.1%
$SNOW 12.6%
$AVGO 6.1%
$COST 4.1%
$AI 21.3%
$OKTA 10.3%
$SPLK 10.7%
$BOX 10.9%
$PLAN 18.7%
$ZUO 13.9%
$HEAR 25.5%
$KIDS 10.7%
$BBY 10.5%
$BILI 13.4%
$BURL 8.4%
$KR 7.5%
$BJ 10.3%
$BIG 14.5%
$GPS 13.2%
$SWBI 13.9%
$ESTC 17.2%
$VZIO 17.4%
$SE 15.6%
$AZO 5.3%
$BIDU 7.8%
$DPZ 7.4%
$IQ 14.9%
$EHTH 26.36%
$WKHS 16.8%
$ZIP 15.4%
$WW 15.9%
$SRPT 8.0%
$CDLX 19.6%
$PETQ 20.3%
$WDAY 10.4%
$DDD 19.7%
$AMBA 14.6%
$GRPN 14.0%
$BIGC 24.1%
$LCID 16.2%
$BLNK 12.5%
$SDC 19.0%
$RIDE 19.3%
$PRTY 20.3%
$ITRI 13.3%
$SAIL 14.2%
$AMRN 11.9%
$RDNT 11.7%
$IGT 12.1%
$PRGO 9.3%
$DLTR 8.7%
$ANF 12.2%
$DY 13.8%
$ICPT 45.4%
$HIBB 15.3%
User Report| | | | :--|:--|:--|:-- Total Submissions|9|First Seen In WSB|1 year ago Total Comments|150|Previous DD|x x x x x x Account Age|8 years|^scan ^comment |^scan ^submission Vote Spam (NEW)|Click to Vote|Vote Approve (NEW)|Click to Vote
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1847 Goedeker Inc
NYSEAMERICAN: GOED
PPS - $2.01 (Feb 21, 2022)
Mohawk Industries, Inc.
NYSE: MHK
PPS - $148.26 (Feb 21, 2022)
Groupon Inc Common Stock
NASDAQ: GRPN
PPS - $23.46 (Feb 21, 2022)
American Resources Corp
NASDAQ: AREC
PPS - $1.96 (Feb 21, 2022)
These idea’s are terrible! Having said that let me give my own terrible ideas!
GOED MHK GRPN
YOLO: AREC
This is not financial advise.
Edit: Its probably best i give some reasoning behind them.
GRPN: Sumup future valuation being underestimated. Plus GRPN my participate in next investment round for a bigger stake.
MHK: cyclical business, i believe will see stronger growth than estimates
GOED: cant remember my DD (im drunk), but i think its solid.
AREC: Complete YOLO (4% of my portfolio), i think they have an optimistic future. Their capital allocation in the past 4 years have been solid. I think the distressed assets in their portfolio can create a real value chain.
Edit 2: AREC purchased these distressed assets.
Also i believe off the top of my head (still drunk). All but AREC have strong balance sheets and cashflow. Pls correct me if I’m wrong, so even if market crash comes soon they will be fine. GRPN is def my favourite.
Interesting perspective. As an advertiser, I know there’s a ton of junk, display ads that offer limited value, but I can buy that for Pennies. I don’t see businesses leaving FB or Google so soon. CPMs have been driven down on more targeted ads over the last number of years. As a business owner the model still works for me.
And food for thought - I was a mortgage lender in 2003. I lived in Boiler Room. This, this does not feel like boiler room. The only thing this kinda feels like, is an inflationary period that may need to be forced into a recession, thereby making it tougher on businesses which means less advertising and more discounts, Groupons etc. to cash flow without having to pay for an ad.
To be clear I hold both GOOG and GRPN.
only issue I have is with number 7.
been in it for 16 years and this is just hindsight bias. That is, just because you are holding something for long term, does not take out the risk and does not mean that you didn't make a bad buy. loon at grpn, ge, etc
you need to find balance with risk reward. In a good outcome like we have had, the market has rewarded high risk plays. However, IF you were just starting out in 2021 in tech, you wouldve been destroyed.
how these companies play out from here is anyones guess, but the main issue is IF you were all in, now you have to sit out for a few years.
if you dont take enough risk, then you dont perform well. Too much risk and you blow out. You need to find the middle, specific to your earning ability and situation.
tldr: plan to be wrong, position yourself accordingly, have some money for flexibility.
GRPN
How much was your margin on GRPN and how much was from your cash balance?
Wrong. Look at the waybackmachine. First snapshot on a trading day in 2016, which I was around for.
https://web.archive.org/web/20160301143952/https://www.reddit.com/r/wallstreetbets/
We have glbl, sune, nbg, ebay, goro, grpn, tsla, uwti, ugaz, vrx, gold, pot stocks ON THE FIRST PAGE with reference to sune 10-k filing which I doubt most here even know what a 10-k is. It's over 90% discussion, literally better then I thought as I see NOT A SINGLE MEME and a SINGLE shitpost.
It was because pypl did poorly on guidance. Grpn and square are partnered and grpn has shares of sumup. Look into next square earnings for slight rally. March is the fed meeting as well, there’s going to be a nice pop from there as well I guess
Puts on GRPN
GROUPON GRPN. ALIBABA BABA and FORD F in that order
Everything I track looks like it’s within a standard deviation. Except grpn, which is 3x.
Can't post it but if you search GRPN on Google there's a SA article from late December basically making the same argument.
Going to YOLO $20k into calls… help me pick how retarded I should be.
MNMD 1/23 $2.5 GRPN 1/23 $35 COIN 1/23 $250 TLRY 1/23 $10
Ive been trading since 06. Its been a learning curve and each year has bee progress. the thing holding me back has been my risk aversion, leading to small bets.
Ive had amd and nvda before they were "cool" .
3.50 and 11/12 per share. sold for a 20% profit in the year.
msft in its 60s. most of those companies will probably be around, but who knows if the market will value it the same, even with growth.
I dont know if they will or not, thats the point. Look at sears, ge, gpro, grpn,bbry and many others that at the time of their downfall, someone like you said the exact same thing you are saying now. Are these companies different? in hindsight sure. At the time, not so much.
All I know is, today, the market is willing to pay 20-30x sales on companies that have no buy back plan or dividends. 20-30 years from now, people might not.
The returns that these companies have had has been in share price due to people buying shares. Aapl and msft issue dividends and do engage in buy backs, this is the return you should be looking at, since it is what keeps people holding shares and produces real value for holders.
If a company is just growing in share price but has limited earnings, the hope is at some point theyll return earnings to the holders, but this may never happen. If it isnt happening, then your only out is someone who is willing to pay more than you did. This last part is definitely likely, considering the sentiment has shifted to just throwing your money in etfs (which purchases these shares).
tldr: no one knows. share price is dependent on someone willing to pay more than what you paid.
sears, blackberry, lehman, bearsterns, nortel, grpn, gopro, block buster, ge,, nokia, bac (still not at its peak)
not all monsters, but all were pretty popular/big.
look at some of the companies that recently crashed as well.
holding long term is a risk reduction strategy that gives you more time to be right. It doesnt mean you will be right. So always have a back up plan.
you might find this interesting.
GRPN is starting to move. Take advantage of all them Karens trying to save money.
who is still holding grpn or gpro for long term?
holding for the long term just means that you are giving yourself more time to be right, which may or may not happen. If you are DCA all the way down, you are doubling your risk on something that might e just been a bad trade altogether.
My boomer relative pitched me GRPN and is bragging about how it's up 15% yesterday.
Am I retarded or is it indeed a shitty business? Both? Did I miss out?
Are you kidding . GRPN peaked like 10 years ago. The majority of businesses don't come out ahead by partnering with GRPN, it is a garbage race business model
Did anyone even use GRPN before the pandemic? How is it considered such a good recovery play?
Thoughts on $GRPN?
I've been beating the drum about Groupon (GRPN). Glad to see respected analysts joining in!!
"Groupon, Inc. (GRPN) is a misunderstood Company that has been wrongly left for
dead due to an antiquated bear thesis and apathetic sell-side. Market participants
have completely overlooked the sizable and growing value of Groupon’s investment
in SumUp, and are significantly undervaluing the Company’s core business, which has
recently stabilized and is poised for significant growth. We believe shares are worth
at least $63.18 today and could exceed $98.00 in a conservative upside scenario.
-Prescience Point Research"
take money when its on the table. Reduce risk whenever you can.
Loving a stock long term is not a reason to not take profit. this is trader bias.
think of all the people who liked ge,lehman, grpn, etc long term.
Wowzers check out GRPN Groupon. Thought they were dead......big bullish research report out.
All in GRPN. They're gonna need it
GRPN
GRPN
GRPN
$wish reminds me of $grpn 95% down from IPO never went up for once
GRPN. ALL IN
Thanks for reminding me! Opening a position in them and possibly GRPN.
Nah, I disagree. I don’t own grpn, but I see it as a reopening stock. People love discounted activities. They just partnered with Square app. I can see small business utilizing it, trying to bring in new customers.
Bruh they are GRPN (take a look at that 5 year chart) without the strength of local deals. GRPN started letting anyone on their platform...and it all went to sh*t. Same thing has happened with WISH. Fool me once...shame...you know, the thing.
A company like GRPN has a ton of cash but has performed terribly. Same with CRON.
GRPN earnings beat (3rd beat in a row) and tons of cash on Groupon's balance sheet. Oh yeah, they also just announced a partnership with Google. I'm holding for the big pay off! Good luck, longs!!
GRPN and LCID
GRPN has inverted head and shoulders pattern at lows along with a cup and handle starting to form
Lucid is just a boss