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| Articles about Overstock |
| Overstock CC Notes | | 2008-04-27 22:40:00 | | Here are my notes to the Overstock (OSTK) conference call I think is still undervalued, and this great quarter porves they are turning around. Any notes are in italics • Revenue 201 mln up 27%• Fullfillment partner growth 33%• 17.3% gross margins• Gross profits up 37%• Marketing expenses up 33%• Technology and SG&A down 6%• Operating expenses down 9%• Expenses up 6% w/o restructuring Though a lot of this is D&A, and CapEx has been falling• Repurchased 5% of outstanding shares at $10.81 per shares Great return on those already, may have bought on the same day I did ;-)• 3rd consecutive quarter of positive EBITDA, $3.5 mln vs. -$8.3 mln last year which is an OK measure b/c D&A is artificially high• On ttm basis OCF became positive, $27 mln vs -$12 mln• $90 mln in cash and marketable securities• SEC said break-down revenue more and estimate on expected arrival date• NO OTHER ISSUES surprisingly, and SEC approved their partner revenue accounting• C | | By: Value INvesting, and a Few Cigar Butts | | |
| | Overstock's Moat | | 2008-03-29 12:02:00 | | You'd think I was setting this up. George saw my Overstock post and commented his opinion that Overstock does not posses a moat, so like Netflix, I'll post my thoughts on Overstock's moat.ShoppersOverstock is a more shopper friendly site than most. At Amazon you know what you want and go search for it then buy it.Overstock's site is geared more towards the shopping experience, of looking through all the deals for the day and things on big sales.It has a more random selection of items then Amazon, because it's all overstocked stuff. It would be like going to a thrift store (in Utah it would be like going to DI, I guess in other parts of the country it's like Tuesday Morning or Big Lots) where a lot of the fun is in just shopping and looking around for good deals.This is the main reason my Mom and Grandma like looking through it. About a year ago they were looking for a rug for a house in Chicago where my Grandma lives, they could never find one that they liked in combination with the be | | By: Value INvesting, and a Few Cigar Butts | | |
| | Overstock's Turn | | 2008-03-27 22:11:00 | | In keeping with this trend of using the Warren Buffett Way to evaluate all my investments, in this post I'll look at Overstock.BusinessSimple and UnderstandableOverstock sells the overstocked goods from other companies on its website. Part of its revenue comes from inventory Overstock buys from companies, the rest comes from 'partner' revenue where companies sell their inventory on Overstock's site and Overstock gets a commission.Consistent HistoryNot even close. After Overstock started it had extreme revenue growth for a few years, then Byrne got distracted and the company went to hell with negative revenue growth, currently it has come to kind of a stand still while the company attempts to turn-around.I believe that when Overstock become profitable earnings growth will be huge for a few years then it will grow consistently over time.Long-Term ProspectsThere is a lot of uncertainty here which is a big part of why the stock price is so depressed.I believe the company has good prospects | | By: Value INvesting, and a Few Cigar Butts | | |
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| Overstock.com Christmas Giveaway | | 2007-12-04 11:40:00 | | Overstock.com has come up with a pretty clever Christmas Giveaway this year in order to get the word out about their site. The contest is pretty simple; all you need to do is log on and sign up at All I want for Christmas Giveaway. Basically you sign up yourself, chose a gift you'd really like this year for Christmas (up to $1,000), select five friends you'd like play the game, sign them up with their email and enter. If you win you'll get one gift worth up to $1,000 and each of your friends will also get a gift worth up to $1,000 and then be eligible for the grand prize of $5000 Overstock.com gift card.For my gift I'd love to have the Sony VAIO VGN-N230E/B Notebook laptop computer. We've shopped at Overstock.com before when we renovated our last home and even when we built our new home. They have lots of great things for home improvements, home furnishings, electronics and much more. Basically Overstock.com is just like Amazon except they specialize in selling products that have | | By: Helpful Advice for Home Construction Improvement | | |
| | Overstock.com-Christmas Give-Away Contest. | | 2007-12-03 16:42:27 | | [Content copyright 2004-2008. 911 Ramblings of an Undisturbed Mind. Commercial Use Prohibited. If you are NOT viewing this in a feed reader, this means the site you are reading steals content. Please go to http://afrogtokiss.net to notify me.] Say the words, “Christmas give-away” and I’m in all the way. I’ve had a run of luck [...] | | By: Ramblings Of An Undisturbed Mind | | |
| | Overstock.com | | 2006-09-17 20:04:00 | | Business Description (From 10k)
"We are an online “closeout” retailer offering discount brand name merchandise, including bed-and-bath goods, home décor, kitchenware, watches, jewelry, electronics and computers, sporting goods, apparel, designer accessories and limited travel services, among other products. We also sell books, magazines, CD’s, DVD’s, videocassettes and video games (“BMV”), and | | By: Value INvesting, and a Few Cigar Butts | | |
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