Pokemon Go

[IrishInFl]

There is absolutely nothing on this planet more dorky than trying to pick up chicks playing Pokemon.

Trying? There is no try with my game.

 

[woolybug25]

Trying? There is no try with my game.

I'm sure that with your mad game, the Pokemon dork had no chance.

I hope you you tickled her pikachu.

 

[arrowryan]

I'm sure that with your mad game, the Pokemon dork had no chance.

I hope you you tickled her pikachu.

I'm sure she squirtled everywhere

 

[IrishInFl]

I'm sure that with your mad game, the Pokemon dork had no chance.

I hope you you tickled her pikachu.

Hey, don't hate the player, hate the game... literally.

 

[gkIrish]

p.s. I bought Nintendo stock the day this was released and I am planning on paying my student loans with the proceeds.

 

[Irish Insanity]

p.s. I bought Nintendo stock the day this was released and I am planning on paying my student loans with the proceeds.

🖕

 

[Whiskeyjack]

<blockquote class="twitter-video" data-lang="en"><p lang="en" dir="ltr">Here's video of <a href="https://twitter.com/HillaryClinton">@HillaryClinton</a> talking about Pokemon Go <a href="https://t.co/LxEpgrxXaO">pic.twitter.com/LxEpgrxXaO</a></p>— Oliver Darcy (@oliverdarcy) <a href="https://twitter.com/oliverdarcy/status/753687954829242368">July 14, 2016</a></blockquote>
<script async src="//platform.twitter.com/widgets.js" charset="utf-8"></script>

 

[kmoose]

It was only a matter of time........... and these two clowns were lucky:

2 'Pokemon Go' players plunge off cliff - FOX5 Vegas - KVVU

 

[GATTACA!]

It was only a matter of time........... and these two clowns were lucky:

2 'Pokemon Go' players plunge off cliff - FOX5 Vegas - KVVU

Article doesn't say what they were chasing, or if the caught it. 2/10

 

[DomerInHappyValley]

Article doesn't say what they were chasing, or if the caught it. 2/10

Probably chasing pidgey or drowzee.
For mewtwo might be worth it.

 

[wizards8507]

Yesterday at the park I looked around and had a moment of clarity. I realized that Pokemon Go is for children and poors. It has been uninstalled.

Sent from my Galaxy Note4 using Tapatalk.

 

[zelezo vlk]

Yesterday at the park I looked around and had a moment of clarity. I realized that Pokemon Go is for children and poors. It has been uninstalled.

Sent from my Galaxy Note4 using Tapatalk.

I hate your list but let's add bad coffee to it.

Sent from my SAMSUNG-SM-G900A using Tapatalk

 

[woolybug25]

Yesterday at the park I looked around and had a moment of clarity. I realized that Pokemon Go is for children and poors. It has been uninstalled.

Sent from my Galaxy Note4 using Tapatalk.

This brought a god damn tear of joy to my eye.

 

[IrishLion]

Yesterday at the park I looked around and had a moment of clarity. I realized that Pokemon Go is for children and poors. It has been uninstalled.

Sent from my Galaxy Note4 using Tapatalk.

You goddamn sellout.

Is Wooly's approval really that important to you?

 

[wizards8507]

You goddamn sellout.

Is Wooly's approval really that important to you?

I ordered some salmon-colored pants from Vineyard Vines yesterday and I'm currently wearing a baby blue and white striped Brooks Brothers golf shirt while drinking from a Pat the Patriot Tervis. So no, I don't care what Wooly thinks.

 

[woolybug25]

I ordered some salmon-colored pants from Vineyard Vines yesterday and I'm currently wearing a baby blue and white striped Brooks Brothers golf shirt while drinking from a Pat the Patriot Tervis. So no, I don't care what Wooly thinks.

I'm glad you finally ditched those pleated dockers you've always been wearing. I've been telling you for years that it was a bad look.

 

[IrishLion]

I ordered some salmon-colored pants from Vineyard Vines yesterday and I'm currently wearing a baby blue and white striped Brooks Brothers golf shirt while drinking from a Pat the Patriot Tervis. So no, I don't care what Wooly thinks.

Okay that was a test, I had to be sure.

 

[greyhammer90]

p.s. I bought Nintendo stock the day this was released and I am planning on paying my student loans with the proceeds.

I'd sell now. No way this momentum keeps up.

 

[DomerInHappyValley]

I'd sell now. No way this momentum keeps up.

1.6 million a day in sales and more daily users than twitter in a week.
At least until it gets cold out this game will be huge.

 

[IrishLax]

Haven't even released in China, South America, most of Europe.... it's a massive hit, only question is whether or not it's already reflected in the increased stock price.

 

[wizards8507]

Haven't even released in China, South America, most of Europe.... it's a massive hit, only question is whether or not it's already reflected in the increased stock price.

It's way over-reflected in the current stock price. The increases are based on emotion, not financial information. Stupid people are buying Nintendo and running it up. It's not institutional investors investing based on fundamentals.

 

[IrishLax]

It's way over-reflected in the current stock price. The increases are based on emotion, not financial information. Stupid people are buying Nintendo and running it up. It's not institutional investors investing based on fundamentals.

Maybe, they added $17 billion to their market cap with stock price increase. However, the app (evaluated as an asset on par with something like Twitter) is worth at least $10-$15 billion by crude estimation. So if it's currently over-reflected it's marginal.

 

[wizards8507]

Maybe, they added $17 billion to their market cap with stock price increase. However, the app (evaluated as an asset on par with something like Twitter) is worth at least $10-$15 billion by crude estimation. So if it's currently over-reflected it's marginal.

That estimation doesn't work. Nintendo is trading at multiples of daily active users that startups get. A mature company isn't going to grow like a tech startup, no matter how popular their app gets.

 

[gkIrish]

Haven't even released in China, South America, most of Europe.... it's a massive hit, only question is whether or not it's already reflected in the increased stock price.

Don't think it's in Japan yet either. I am not selling until that happens. It's up 22% since I bought it and if I had bought in the morning that same day it would be closer to 40%.

Edit: I did actually sell it just now. Was convinced by a friend who works at a hedge fund that it was a good time to exit. May rebuy if the price adjusts next week.

 

[IrishLax]

That estimation doesn't work. Nintendo is trading at multiples of daily active users that startups get. A mature company isn't going to grow like a tech startup, no matter how popular their app gets.

....

I don't know where to start.

1) It hasn't come even close to hitting peak users.
2) I'm using projected direct annual revenue of the app to gauge it.

Look at what King (the Candy Crush guys) sold for.... $6 billion. It doesn't hold a candle to what Niantic's Pokemon Go is as an asset. I'm not sure what's hard about this... my estimation can't possibly be accurate with limited information, but it is inarguable that the valuation of the asset would be north of 10 billion if spun off.

 

[BGIF]

....

I don't know where to start.

1) It hasn't come even close to hitting peak users.
2) I'm using projected direct annual revenue of the app to gauge it.

Look at what King (the Candy Crush guys) sold for.... $6 billion. It doesn't hold a candle to what Niantic's Pokemon Go is as an asset. I'm not sure what's hard about this... my estimation can't possibly be accurate with limited information, but it is inarguable that the valuation of the asset would be north of 10 billion if spun off.

And it could spawn a few Darwin Award Winners in the process.

 

[wizards8507]

....

I don't know where to start.

1) It hasn't come even close to hitting peak users.
2) I'm using projected direct annual revenue of the app to gauge it.

Look at what King (the Candy Crush guys) sold for.... $6 billion. It doesn't hold a candle to what Niantic's Pokemon Go is as an asset. I'm not sure what's hard about this... my estimation can't possibly be accurate with limited information, but it is inarguable that the valuation of the asset would be north of 10 billion if spun off.

Pokemon Go is fundamentally different (see: worse) than Candy Crush as an asset for several reasons.

1. EVERYONE played Candy Crush, including children and older adults. Pokemon Go is primarily teenagers and young adults. There are large segments of the population that are either too old to have any childhood nostalgia for Pokemon or too young to be wandering around the streets by themselves.

2. Pokemon Go is contingent on the social aspect to be successful. The same forces that caused it to rapidly catch fire will also cause its eventual decline. We see it all the time in online multiplayer games. Once the community stops growing, it can decline quickly and servers die.

3. Maintenance and development costs. Self-explanatory.

4. Safety concerns. People are getting hurt and even killed playing this game. That's not going to play well with parents.

 

[gkIrish]

The other thing to keep in mind is that Nintendo only owns ~30% of Pokémon Go.

 

[IrishLax]

Pokemon Go is fundamentally different (see: worse) than Candy Crush as an asset for several reasons.

1. EVERYONE played Candy Crush, including children and older adults. Pokemon Go is primarily teenagers and young adults. There are large segments of the population that are either too old to have any childhood nostalgia for Pokemon or too young to be wandering around the streets by themselves.

This just flat out isn't true.

2. Pokemon Go is contingent on the social aspect to be successful. The same forces that caused it to rapidly catch fire will also cause its eventual decline. We see it all the time in online multiplayer games. Once the community stops growing, it can decline quickly and servers die.

They haven't even put the social aspects in the game yet, so this is also untrue. It clearly functions well as a single-player game with minimal interaction with external players (i.e. lure modules, gyms).

3. Maintenance and development costs. Self-explanatory.

No, not self-explanatory at all.

4. Safety concerns. People are getting hurt and even killed playing this game. That's not going to play well with parents.

Of all of your nonsensical points, this is the worst one. Those stories won't even radar blip in a month, for the same reason texting and driving or texting and walking stories don't right now.

You just basically typed a list of random shit that has absolutely no bearing on something's current valuation, and presented it as "fact" of why it isn't valuable with no counterpoint of what you think it would be worth as a standalone asset. No wonder you couldn't hack it in finance and had to be a bean counter.

 

[IrishLax]

The other thing to keep in mind is that Nintendo only owns ~30% of Pokémon Go.

Which is the main reason why most financial people are yelling "sell!" at the top of their lungs right now.