Discover and read the best of Twitter Threads about #BOTB
Most recents (3)
THREAD: Long Best of The Best #BOTB (market cap: £286m; share price: £29)
Shares in BOTB can hit £100 in the next 12 months, in my view. Below are three reasons why.
But first, some background on BOTB.
From 1999, BOTB operated in airports. It had those stands with a luxury
Shares in BOTB can hit £100 in the next 12 months, in my view. Below are three reasons why.
But first, some background on BOTB.
From 1999, BOTB operated in airports. It had those stands with a luxury
car rotating in the middle. You could win the car by buying a ticket and entering a ‘spot the ball’ competition whilst waiting to board your plane.
Then BOTB gradually stopped operating in airports and started operating online. By 2019, it was 100% online.
Only then did
Then BOTB gradually stopped operating in airports and started operating online. By 2019, it was 100% online.
Only then did
BOTB ramp up marketing spend. Mainly on Facebook and Instagram. ROIC here is just 2 months (as I learnt during a recent call with BOTB management). This means that, if BOTB spends, say, £30 on Facebook ads to acquire a new player, the new player would then spend enough to make
1 OF XVIII: THE DAMNED ENGINEERS
DECEMBER 18, 1944, BATTLE OF THE BULGE, DAY 3
#BoTB
The desperate German gamble was working.
DECEMBER 18, 1944, BATTLE OF THE BULGE, DAY 3
#BoTB
The desperate German gamble was working.
2 of XVIII: For months he doubted this would work. Now, 59 hours into the daring German Ardennes Counteroffensive, Joachim Peiper, leading a group of SS stormtroopers at the front edge of the German advance, looked down from his cupola & realized the US resistance had melted away
3 of XVIII: As the sun went down over Neucy, Belgium on Dec 18, 1944, Peiper realized he was really going to push into Habiemont and secure the bridges allowing the follow-on-forces westward advance. If the Panzer forces could reach fuel, Antwerp (100+ miles away) was in play.
1 of 7: BAD INTEL
76 years ago the Battle of the Bulge began as a massive failure of U.S. intelligence. The Americans believed that the Germans were by this time a spent force, incapable of mounting an offense.
#BoTB
76 years ago the Battle of the Bulge began as a massive failure of U.S. intelligence. The Americans believed that the Germans were by this time a spent force, incapable of mounting an offense.
#BoTB
2 of 7:
For more than a month, the Allies failed to recognize the massing of the Sixth SS Panzer Army near Ardennes as a sign of an impending attack.
For more than a month, the Allies failed to recognize the massing of the Sixth SS Panzer Army near Ardennes as a sign of an impending attack.
3 of 7:
The Americans were also fooled by a smart German tactic: the Panzer forces employed deceptive radio messages discussing their defensive preparations.
The Americans were also fooled by a smart German tactic: the Panzer forces employed deceptive radio messages discussing their defensive preparations.
