The Rise of Etsy: How Covid and E-commerce Transformed this Two-Sided Marketplace | Value Investor Chatter | #170

In this episode, we're taking a deep dive into Etsy's 2022 earnings report and what it means for the company's future. As a two-sided marketplace, Etsy has been able to capitalize on the e-commerce boom brought on by the Covid-19 pandemic. But what sets them apart is their focus on connecting buyers and sellers in the creative space. We'll explore how this network effect has contributed to Etsy's success and how they're expanding into new markets with their recent acquisitions of Reverb, Depop, and ELO seven. Whether you're an Etsy seller or just curious about the e-commerce industry, this episode will provide valuable insights into one of the most successful online marketplaces.

Episode Outline

(00:00) "Exploring Value Investing with Etsy: A Discussion on the Company's Earnings and Membership Benefits"

(03:00) Analysis of Etsy's Performance in 2021

(06:00) Overview of Etsy's Performance During the Pandemic

(08:00) Analysis of Etsy's Revenue Growth During the Pandemic

(13:00) Exploring Etsy's Growth Narrative: A Discussion on Acquisitions and Revenue Trends

(15:00) Exploring the Write-Down of Depop, ELO Seven, and Other Acquisitions

(17:00) Analysis of Etsy's 2021 and 2022 Financial Performance

(23:00) Analysis of eCommerce Giant's Acquisition Strategy and Valuation

(25:00) Discussion on Etsy's Growth Potential and Capital Allocation Strategies

(29:00) Discussion on Etsy's Capital Allocation Strategies and Incentive Structures

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