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Javier, in this episode of his YouTube channel, provides insights into various companies' performance, including SejaUnArtistaAI, Etsy , a marketplace for customized and personalized products, and a ceramics company, Talco. He discusses the business model of Etsy and the benefits it offers to buyers and sellers, discussing Etsy CEO Josh Silverman's focus on improving the Etsy experience for both buyers and sellers. Javier highlights the growth of Etsy Q3 2022, its ability to retain users, and its search algorithm, while acknowledging that online sales have not been as high as expected due to the app. Javier also discusses the challenge of margins in the hotel industry and Talco's strong financial performance over the past 12 months. Finally, the speaker discusses the investment performance of a company in alternative assets and the importance of tracking their performance over time, emphasizing diversification and patience when investing in alternative asset funds.
In this section of the video, the speaker talks about the challenges of assigning capital externally when a company is listed on the stock market. He explains that the monetary value of a stock can significantly impact the ease of allocating capital towards various purposes, including acquiring a company, investing organically, paying dividends, or buying back the stock. The speaker argues that an action can serve as a form of currency for capital allocation and recommends that managers consider it as an alternative to specific capital assignment decisions. Lastly, the speaker mentions that the company that Esy is invested in is currently doing well in the short term while maintaining a solid long-term performance, making it an interesting case study.
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