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Frankly, wrt to big stores like Target, Best Buy, Walmart, etc., it doesn't really matter what we want/desire/need. We're all roughly the same vintage. 1980s kids who grew up hanging out in malls and watching cartoons/playing consoles in the basement. We have similar experiences and influences. We buy/bought in person.

The question is, what do our kids want? Today, tomorrow.

I've got two kids, 10 and 7. They can watch hours of Youtube and don't give a crap about the things that I cared about as a kid. I can't believe they can spend as much time doing what they do for as long as they do (get off my lawn!). They don't like shopping in stores; they like browsing with a parent.

FWIW, I'm remodeling our kitchen. It's a serious job (six figures). I have bought a dishwasher, range, range hood, refrigerator, sink, wine fridge, washer/dryer. I didn't see a single one of these in person before purchasing. The only thing I saw was the garbage disposal, which I bought at CostCo (I'm not sure the CostCo model is going anywhere; I got no problem spending a few grand there/year).

 
nysfl2 said:
JAA said:
I didnt touch on malls but they are certainly dead at the moment.  I was a mall-rat growing up so I loved them to go and hang out, mack on the ladies, and get into debauchery.  However, Im not sure I see them around any more.  Who wants to go into to one?  Why would they need to?

The history of need is the "one parking spot stop for all your shopping needs".  Go to the mall for a few hours and do some "shopping".  Maybe people still want that, but the last 100x I went into a mall was to get to the Apple store or ... wait for it ... Gamestop.  I guess clothes shopping maybe, but only if my wife was dragging me.  Now Im a TJX shopper (another great long stock).

What I dont understand is that if malls dont make it, what do we do with the real estate?  What happens to all of that developed property?  Housing?  Re-purposing?  Thats the part I do not get.  If I went out on a very long limb, if you could take 1/2 a mall and turn it into senior living, then take the other half and gear it to "hanging out with the grandparents" I think it could be an interesting experience.  I mean, we are only getting more and more old people.  They arent going to live at home forever and we know we dont want them living with us.  However, we will want to offer them something more than a simple retirement home.  A place they can go and live, be human.  :2cents:
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lOne of the cornerstone stores at our mall recently got turned into a Planet Fitness

:shrug:
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That makes sense

I like Gym's a lot.  Though I have had a lot of negative experience with the ones who are large chains.  It seems the are so incredibly margin driven that all corners are cut.  A gym should, at least in my opinion, be a personalized and enjoyable social experience.  I know some folks walk in, dont talk to a soul, dont want to be talked to, and just get after it.  I do believe people will have a drift back to a more social environment.  Maybe Im overreacting with all this "humans are social creatures", especially since Im spending so much time on an interenet message board.  For over 20 years.  :bag:

 
JAA said:
I didnt touch on malls but they are certainly dead at the moment.  I was a mall-rat growing up so I loved them to go and hang out, mack on the ladies, and get into debauchery.  However, Im not sure I see them around any more.  Who wants to go into to one?  Why would they need to?

The history of need is the "one parking spot stop for all your shopping needs".  Go to the mall for a few hours and do some "shopping".  Maybe people still want that, but the last 100x I went into a mall was to get to the Apple store or ... wait for it ... Gamestop.  I guess clothes shopping maybe, but only if my wife was dragging me.  Now Im a TJX shopper (another great long stock).

What I dont understand is that if malls dont make it, what do we do with the real estate?  What happens to all of that developed property?  Housing?  Re-purposing?  Thats the part I do not get.  If I went out on a very long limb, if you could take 1/2 a mall and turn it into senior living, then take the other half and gear it to "hanging out with the grandparents" I think it could be an interesting experience.  I mean, we are only getting more and more old people.  They arent going to live at home forever and we know we dont want them living with us.  However, we will want to offer them something more than a simple retirement home.  A place they can go and live, be human.  :2cents:
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My 15 year-old and her friends still love going to the mall. ####ty malls are dying. Class A malls are being overhauled in ways that give them a chance to continue to be successful. Gyms, condos, hotels, etc. And the more ####ty malls close, the better for the Class A malls. I'm not sure what the last year+ does to that thesis. My guess is accelerate the closing of the Class C malls and bring equilibrium back to Class A malls more quickly. But that's a guess. I'm holding $SPG with an eye on it getting back into the $160s regardless. That would be a double. Then I'll re-evaluate. 

 
⚡DEADHEAD⚡ said:
FWIW, I'm remodeling our kitchen. It's a serious job (six figures). I have bought a dishwasher, range, range hood, refrigerator, sink, wine fridge, washer/dryer. I didn't see a single one of these in person before purchasing. The only thing I saw was the garbage disposal, which I bought at CostCo (I'm not sure the CostCo model is going anywhere; I got no problem spending a few grand there/year).
Click to expand...
How would you have returned something if there was a mistake?

 
⚡DEADHEAD⚡ said:
Frankly, wrt to big stores like Target, Best Buy, Walmart, etc., it doesn't really matter what we want/desire/need. We're all roughly the same vintage. 1980s kids who grew up hanging out in malls and watching cartoons/playing consoles in the basement. We have similar experiences and influences. We buy/bought in person.

The question is, what do our kids want? Today, tomorrow.

I've got two kids, 10 and 7. They can watch hours of Youtube and don't give a crap about the things that I cared about as a kid. I can't believe they can spend as much time doing what they do for as long as they do (get off my lawn!). They don't like shopping in stores; they like browsing with a parent.

FWIW, I'm remodeling our kitchen. It's a serious job (six figures). I have bought a dishwasher, range, range hood, refrigerator, sink, wine fridge, washer/dryer. I didn't see a single one of these in person before purchasing. The only thing I saw was the garbage disposal, which I bought at CostCo (I'm not sure the CostCo model is going anywhere; I got no problem spending a few grand there/year).
Click to expand...
Probably older than you but I have two kids 14 & 16.  They LOVE shopping in person, the mall in particular. To them, it's almost magical to immediately take possession of an item they want and not have to wait for delivery. 

 
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JAA said:
The good news is we are going to start getting real data on the "straight to streaming" for new movies.  Amazon has been doing it for some but not all.  My guess, based on the the sole fact that not all movies went straight to streaming and that they are in-fact holding some back, leads me to believe straight to streaming is not nearly as profitable.  I mean, if it was a slam dunk, every publisher would be releasing their movies ASAP and begging Amazon and Netflix to push them out.  In a few months Im guessing they will start publishing some data, but my guess is people arent too hot on it.  Color me surprised on it though.
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I actually mentioned this thought earlier in this thread. I thought Netflix and Amazon could assist other films/studios with streaming movies. Disney and HBO don’t have every single movie and other studios may not have their own streaming services. Rather than create your own app and have a tiny audience, I can “release” on a service that doesn’t really compete with me (Amazon is probably the least competitive as Netflix has a bigger studio) and have a huge audience. One would think there is a much bigger chance that your movie gets watched if you aren’t a blockbuster. The main thing is revenue sharing but if Amazon and Netflix set those movies up as extra $$$, which they kind of do already. I know on Amazon a bunch of movies that didn’t make it at movie theaters were available as PPV. I just think if it was in app it might get more traction and if you can get a reasonable revenue split it could probably be more profitable. I know I’d check out more movies if they weren’t $30 up front like Disney. So glad I waited for Mulan to be free. It wasn’t a good movie.

 
⚡DEADHEAD⚡ said:
Frankly, wrt to big stores like Target, Best Buy, Walmart, etc., it doesn't really matter what we want/desire/need. We're all roughly the same vintage. 1980s kids who grew up hanging out in malls and watching cartoons/playing consoles in the basement. We have similar experiences and influences. We buy/bought in person.

The question is, what do our kids want? Today, tomorrow.

I've got two kids, 10 and 7. They can watch hours of Youtube and don't give a crap about the things that I cared about as a kid. I can't believe they can spend as much time doing what they do for as long as they do (get off my lawn!). They don't like shopping in stores; they like browsing with a parent.

FWIW, I'm remodeling our kitchen. It's a serious job (six figures). I have bought a dishwasher, range, range hood, refrigerator, sink, wine fridge, washer/dryer. I didn't see a single one of these in person before purchasing. The only thing I saw was the garbage disposal, which I bought at CostCo (I'm not sure the CostCo model is going anywhere; I got no problem spending a few grand there/year).
Click to expand...
When my oldest was 17 he said "shopping in stores is stupid". Half the time you drive where the store is, look around and walk out with nothing and move on to the next store. Waste of time. 

 
stbugs said:
I actually mentioned this thought earlier in this thread. I thought Netflix and Amazon could assist other films/studios with streaming movies. Disney and HBO don’t have every single movie and other studios may not have their own streaming services. Rather than create your own app and have a tiny audience, I can “release” on a service that doesn’t really compete with me (Amazon is probably the least competitive as Netflix has a bigger studio) and have a huge audience. One would think there is a much bigger chance that your movie gets watched if you aren’t a blockbuster. The main thing is revenue sharing but if Amazon and Netflix set those movies up as extra $$$, which they kind of do already. I know on Amazon a bunch of movies that didn’t make it at movie theaters were available as PPV. I just think if it was in app it might get more traction and if you can get a reasonable revenue split it could probably be more profitable. I know I’d check out more movies if they weren’t $30 up front like Disney. So glad I waited for Mulan to be free. It wasn’t a good movie.
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one of the biggest reasons this won't happen and theatrical releases will remain the king of new movie releases is the studios don't get to decide on their own. writers, talents and production staff unions all get paid based on when, who and how the movies are monetized and there is so much infrastructure and money in theatrical releases that it will take decades before someone figures out (if ever) how to do away with theaters. IMO and I hope going to the movies never go away, it's such an experience regardless of how big a TV and crazy sound system we have setup at home. straight to video was a thing since VCR's were invented and no one ever talks about those releases.

 
JAA said:
Good points.  RBLX and GME are somewhat competitive in the gaming landscape.  One is in-person and one is completely virtual.

Im in the camp that at some level people still want to touch and feel a lot of their shopping experience.

I would also like to add there is a difference between screen and TV gaming.  For example, RBLX will not really be played on your living room TV.  RBLX is more of a single user experience with millions online.  The Nintendo model is opposite.  Nintendo is very much about the family experience at the family TV.  Yes, it does support millions online but unlike RBLX it was designed for an in-person social experience.
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I agree with you about the family TV, but the younger generation is less interested in the family TV in general too.  They’re used to all watching their own movies on their own iPads anyway rather that watching the TV.  TV gaming is what I do, but I’m old and it’s probably for the olds. 
 

All the neighborhood kids use messenger kids to live chat with each other while they play Roblox with each other in their own living rooms. 

 
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Is anyone else expecting an ugly week next week as we head to the end of quarter or is the recent activity the result of rebalancing already and it might not be so bad?

 
jamny said:
Is anyone else expecting an ugly week next week as we head to the end of quarter or is the recent activity the result of rebalancing already and it might not be so bad?
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Who is up so much this quarter that they need to do significant rebalancing?

I might want to buy them.

 
Pigskin Fanatic said:
one of the biggest reasons this won't happen and theatrical releases will remain the king of new movie releases is the studios don't get to decide on their own. writers, talents and production staff unions all get paid based on when, who and how the movies are monetized and there is so much infrastructure and money in theatrical releases that it will take decades before someone figures out (if ever) how to do away with theaters. IMO and I hope going to the movies never go away, it's such an experience regardless of how big a TV and crazy sound system we have setup at home. straight to video was a thing since VCR's were invented and no one ever talks about those releases.
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I’m not sure I agree with this at all. I enjoy the movie experience but Netflix is one of the biggest producers of content and Disney and HBO have already done direct to streaming for big movies. No one stopped them and if they make money the writers, actors and other have no say. You are just changing the revenue sharing/where the last mile is for the movie. I’m sure if this is the way it moves, how the people get paid will change with it. Saying it will never happen is odd when it already has happened in some cases and may well continue to increase.

Also, straight to video stuff was usually reserved for stuff that wasn’t even good enough to go to theaters when there was no streaming so not remotely close to the same thing.

 
Bob Sacamano said:
Who is up so much this quarter that they need to do significant rebalancing?

I might want to buy them.
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Normally I don't pay too much attention to end of quarter rebalancing but with the way the market has been lately and that I'm looking for a good entry point for some long positions, I'm just wondering if that opportunity will come in after the end of March. I think it's only a matter of time before we see a sizeable run up again as we reopen and the beginning of April might be the start. Just wondering what others think.

 
BassNBrew said:
Am I the last sucker that owns Amazon?  Another stellar day Bozos. 
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Owning TGT is more fun, imo. I have a clearer conscious that way and better 12 month returns. 

I sold most of my AMZN when I made a resolution to not buy anything from them in 2021.

 
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Reactions: JAA
Looks like Michael Jordan took a 1/2 billion dollar hit on GameStop.  Net worth has recently dropped from 2.1 billion to 1.6.  I guess one of his money managers / hedge fund was short the stuff.

Article

 
stbugs said:
No one stopped them and if they make money the writers, actors and other have no say.
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this is false. there's a reason all of these professions are unionized and talent agencies and the unions make a killing all the time going after studios over these types of things. the dollars behind these kinds of decisions are ridiculously big. and if the logic behind these things are this clear cut, then cable companies would have been out of business already. there are so many layers to this that a change to this industry will be slower than snail pace. it's certainly already in flux thanks to Netflix very specifically.

 
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