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EBAY
USConsumer Discretionary · Broadline Retail
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Structural read: eBay is a slow-growth marketplace cash machine repositioning around defensible verticals while $AMZN and $SHOP eat horizontal e-commerce. GMV roughly flat ($73B run-rate), but focus categories grow mid-single-digits and ads scale faster than the take-rate, lifting margins.
Buyback + dividend absorb FCF; share count down ~30% since 2020.
It reads our $EBAY data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.