The First LIVE Valuetainment Conference for Entrepreneurs is here. An event you won't want to miss hosted by Patrick Bet-David. For tickets and details visit: www.valuetainment.com
I really respect you for the fact that you dedicate so much time and effort to educate us for free, even tho you have plenty other things to do. Very humble of you Mr.Tom
these case studies are some of the most valuable videos on TH-cam thank you for making them public for entrepreneurs to learn from. Tom, you have great enthusiasm and passion for this! I hope you are compensated well! You are great at this. Keep inspiring!
This channel is incredible. I was just scrolling through and seen an interesting interview. I clicked it then I see another interesting interview. Now I see an excellent break down of a business. This is easily one of the best channels I've ever seen, keep it up!
Dear Biz Doc, I like a lot your case studies, thank you! Short observation - what you are talking about starting aprox min 13:30 is Lean startup, not Zero to one. Thanks again for your work!
As long as the IPO isn’t far away - “Smart Debt” is a cool option especially when it’s a big banker like J.P. Morgan and they are the ones that are going to do the IPO. That way, you and the bank both want the IPO to pay off the debt. Thanks Tom
I absolutely loved the last two interviews with Jordan and Michael but the Biz Doc is still the best segment. And there's only one word for that--DAMN!
I appreciate that you said that. But, I honestly think Patrick’s interviews are the bomb. The last one with the ex-mobster was incredible. Thanks - Tom
I didn't catch the idea of "fast iteration" for experimentation. So he said to be quick on an idea and if it didn't worked, go on to the next; and then he mentioned that people judged Thomas Edison how nothing that he made, worked, but he kept trying until it did. So I don't get it, should I hold tight to an idea that I know will work? Or should I make fast iterations and hold tight to the ideas that gave quick results?
Luis Alberto González José Edison tried different iterations before the final lightbulb worked, so he binned and moved on from concepts that didn’t work striving for the final vision. Likewise with Dropbox, the file storage concept is iterating and bins concepts that doesn’t help it toward its destination.
The Grinning Skull - you stated it perfectly. It’s also covered in Peter Thiel’s book Zero to 1. A great book that any entrepreneur should own. Thanks - Tom
Should I invest in Box? It seems to be doing very well, looking off of the annual trends. However, it has to drop at some point, right? Just don’t know if I should invest in it now while it’s hot or just simply wait for a drop whenever that happens...
Wow!!! Speaking of subscribers... when I subbed you had about 203k now I see 509k ... I love this channel!!! You guys (and ladies) are an awesome team!!!
I personally feel that valuation is greatly exaggerated. Google, Microsoft and a host of others offer exactly what Dropbox offers even cheaper and free for the basic allowance. I think this bubble will burst in a few years just like the GoPro scenario. If they really had such market value Google would have tried to buy them but they haven't had any acquisition offers since launching which is quite strange for such a breakthrough product. Google can literally offer unlimited space for free and starve Dropbox out of market, if a competitor can do that to your business, then you don't have a differentiater you just have a product.
Welcome to the bubble economy. Once the bubbles pop, then all the multiples shift. Thank you for leaving a comment I think you are probably right. Thanks Tom
RonPaulSwede What you said is true, unfortunately those people only make up a very tiny percentage. And everything over time becomes corrupted even Google once upon a time said don't be evil. If there is money involved morals usually become second. So even those services at some stage probably will do something unethical hence why majority don't care.
I appreciate that. I am humbled - bit I certainly think Patrick's How-To lessons and Interviews (did you see the ex-mobster?) are the bomb! Thanks - Tom
Can you make a follow-up video on Dropbox. Is it worth investing now? They have new product with more collaboration capabilities. But not sure if they are going to survive competition.
Guess you were a little off. Think they opened at circa 11 Billion. But to be expected given the pump on tech. Amazing case study regardless. thank you for your time. Maybe a followup video as of today?
I believe they are one of the only companies that have stayed on the Standard and Poor though out the centuries, they have some history and this is one that could go in depth, I second this and agree this could be more that one case study.
You will see case studies here every other Friday. You will then see “a beer and business” every other Friday with interviews with entrepreneurs where they share tips and insights on building their businesses. Either way I’m gonna be here every Friday. Thanks - Tom
Please make a case study about garuda indonesia quantum leap, sir How they transform a dying airline to the world best regional airline and one of the world 5 star airline, its quite interesting story and may become a role model for other struggling airliner Love the drawing, its so enlighting
Hi! I'm really an engineer, but I take great interest in these things, so sorry if my questions are dumb. Anyway, I don't get why Box on 2015 closed on 2016 with the company's value around $398M, a good increment; and even so, their "value" (I think he refers to their stock's share value?), dropped horribly. Can somebody please enlighten me? Regards from Mexico, and GREAT VIDEOS, VALUETAINMENT. The Biz Doc is THE reason I started following you. Keep up the good work!
Valuetainment Valuetainment Indeed he does but as a student of histroy(one of my passions)I like to comment/share less known facts about our history that I found out after hours of research and investigation. Thank you again for a great case study.
Tom you probably won't see this, can you do something on HTC? With them being the first Android phone to basically hearing nothing from them and Google buying something from them for $1 billion. Would appreciate itttt
Yes sir! Case Studies will be here every other Friday. A Beer and Business is a new show where I interview CEOs and they share tips. That it will be here on the alternating Fridays. Thanks Tom
I think that’s a good idea especially since Amazon bought Whole Foods and you can expect a war in that sector for that kind of a service product - shipping easy to follow menus and the food. Thanks - Tom
The problem is that most people (rookies) are going to be too lazy to do the WORK; you know like read, research, experiment, validate. They are going to take your words at face value and jump into this IPO without any due diligence or knowledge on the company or how IPO's work. Then when shit hits the fan they are going to want to blame the messenger and not themselves because they don't have the proper mindset. If you are an inexperienced investor please do yourself a big favor and STAY FAR AWAY from IPO's until you are a seasoned investor AND you learn how to do the WORK to become a well informed investor. You're welcome in advance.
Tone - thanks for the comment. You hit it. That is EXACTLY why we put the www.sec.gov on the screen and why I mentioned that this was a confidential IPO and also explained the purpose of the S1. They got MUCH MORE from me than the 30 seconds CNN spent on it. I agree that people need to be informed or they will get burned. Thanks for leaving a comment. - Tom
No problem Tom and allow me to make it known that you were very transparent in the video. In fact, Valuetainment offers the best free financial education on youtube. Although I'm seasoned, I still find a lot of value in the videos so thank you for your work shares.
Tone Lee I’m curious: why would investing in an IPO from Dropbox be potentially negative if they’re one of the biggest competitors in their respective market?
Movie Muscle When you say "biggest competitor" are talking in terms of revenue, profits, market share etc? Even still ALL IPOs can be potentially dangerous based on bad information alone. If it were me and I was concerned about the competition I would study Dropbox's prospectus (paying CLOSE attention to their management team) and compare that against the competition's profile and performance.
Good catch - this is where the numbers come from: $10B is the venture investment valuation in 2014 which I call out. But they should expect $7B after the IPO according to my math. Thanks - Tom
The First LIVE Valuetainment Conference for Entrepreneurs is here. An event you won't want to miss hosted by Patrick Bet-David. For tickets and details visit: www.valuetainment.com
I really respect you for the fact that you dedicate so much time and effort to educate us for free, even tho you have plenty other things to do. Very humble of you Mr.Tom
Slowmo Citizen Absolutely agree. Big thanks from me too!
Nailed it
Damn! Just wanted to check the video but ended up watching it whole! You rock!
Damn! Thank you for watching, I hope you got value out of it, thanks, Tom
The value of this content was so good for me, I insta subbed on the first vid!
these case studies are some of the most valuable videos on TH-cam thank you for making them public for entrepreneurs to learn from. Tom, you have great enthusiasm and passion for this! I hope you are compensated well! You are great at this. Keep inspiring!
I deeply appreciate that. I love teaching and this is a way to help entrepreneurs see what happened to other businesses. It’s a pleasure. Thanks - Tom
I love that you wear F1 gear from all the teams.
Yes I do. I wore one for my first case study, and people liked it. So I started to rotate the ones in my collection. Thanks - Tom
MotoGP > F1
May you do a comparison series?: (I.e. Lyft vs. Uber/ Box vs. Dropbox / Amazon vs. Ali Baba/ FedEx vs. UPS, etc. ) ?
Tom, please do a case study on Tata group of companies.
Good idea - huge company with a ton of victories. Thanks - Tom
Yeah. Great suggestion!
26 min of pure knowledge, straight to the point, i was hooked the whole time, DAMN :)
I appreciate that. Thanks - Tom
This channel is incredible. I was just scrolling through and seen an interesting interview. I clicked it then I see another interesting interview. Now I see an excellent break down of a business. This is easily one of the best channels I've ever seen, keep it up!
We are here to serve entrepreneurs around the world with content that has Value and Entertains. Glad you like it! Thanks - Tom
These are my favorite segments on the channel.
0:12 contents
0:30 Gather Magic Quadrant
6:40 Aaron Levie of Box comment about their IPO launch
hats off tom , case study's are getting better and better each time ,DAMN:)
I very much appreciate that you said that and I’m honored that you came here to watch! Thanks Tom
thanks for your generosity
thankyou very much for your generosity
I agree. Have never seen anything as clear and concise as Tom's case study's.
Dumbing down complexity is better than sex for me.
Proud to be in top ten comments of most valuable content.
Proud to have you as a viewer! Thanks, Tom
I love this channel especially these case studies
Appreciate that very much! Thanks - Tom
Case studies are my fave as well
Wow I honestly thought Dropbox was dead and might go straight down opening day on the NYSE but it looks like the opposite might happen.
Yep - a lot has changed. Actually, they are headed for a strong IPO. Thanks, Tom
I just started watching you Tom, I love how you get into the info you tell. So great.
Your way of thinking and summarize business are really blowing my mind and helping me to see in different perspectives.
I’m glad it helps you. My goal is to leave you better than I found you. Thanks, Tom
Dear Biz Doc, I like a lot your case studies, thank you! Short observation - what you are talking about starting aprox min 13:30 is Lean startup, not Zero to one. Thanks again for your work!
Guy is super charged with real time information-- its tested, up to date results...Smart and influential.
I love that summary! We are on the right track! Thanks, Tom
So happy to find these case studies, Tom! Great production, great content. Keep it up!
Great to hear! Glad it is valuable! Thanks, Tom
Interesting lesson to learn about the debt option to not dilute the ownership. Thanks Tom!
As long as the IPO isn’t far away - “Smart Debt” is a cool option especially when it’s a big banker like J.P. Morgan and they are the ones that are going to do the IPO. That way, you and the bank both want the IPO to pay off the debt. Thanks Tom
This Tom guy is good, I had never viewed his videos but I guess I shall begin to
I am humbled by that comment! Thanks, Tom
Tom, as always great insights, into the different ways in which two similar companies ended up serving their clients in different ways.
Outstanding and very content rich. I learned way more than I was prepared to. Thank you.
Thanks for your videos, they help a lot !
Great to hear that! Thanks - Tom
YOU are the best person on this channel. Amazing job!
I absolutely loved the last two interviews with Jordan and Michael but the Biz Doc is still the best segment. And there's only one word for that--DAMN!
I appreciate that you said that. But, I honestly think Patrick’s interviews are the bomb. The last one with the ex-mobster was incredible. Thanks - Tom
Thank you for such an informative video, I'm so glad I found your channel! Time to go through some of your old videos..
I appreciate the comment. I hope you like the old videos. Thanks- Tom
i love
Valuetainment
Back at you!! Thanks, Tom
First time I'm so freaking early. I love your content and information.
Ryuu Ken same here
Thank you for being early, thank you for watching, thank you for leaving acomment. Thanks, Tom
Fire intro! Good to see valuetainment back!
It’s good to be back. Thank you for that. - Tom
Loved the detailed analysis and ur sporty spirit made me go till the end. Thanks for the valuable info
Great case study I'm seeing a great delivery!
You should do a case study on Snapchat on why it's not always the best idea to cater to ad's and publishers and not the users
Flawless delivery, perfect!
I didn't catch the idea of "fast iteration" for experimentation. So he said to be quick on an idea and if it didn't worked, go on to the next; and then he mentioned that people judged Thomas Edison how nothing that he made, worked, but he kept trying until it did. So I don't get it, should I hold tight to an idea that I know will work? Or should I make fast iterations and hold tight to the ideas that gave quick results?
Luis Alberto González José Edison tried different iterations before the final lightbulb worked, so he binned and moved on from concepts that didn’t work striving for the final vision. Likewise with Dropbox, the file storage concept is iterating and bins concepts that doesn’t help it toward its destination.
The Grinning Skull - you stated it perfectly. It’s also covered in Peter Thiel’s book Zero to 1. A great book that any entrepreneur should own. Thanks - Tom
I love the fun editing!
Thank you for that. The editors worked very hard this week to add some fun bits. Thanks - Tom
Should I invest in Box? It seems to be doing very well, looking off of the annual trends. However, it has to drop at some point, right? Just don’t know if I should invest in it now while it’s hot or just simply wait for a drop whenever that happens...
The Street Fighter reference was priceless!
D@mn! LOL
Loved how you slipped in the DAMN! As a simple man, I hear DAMN! and I click the like button
When things are crazy, sometimes there’s no other word except that one! Thanks - Tom
Wow!!! Speaking of subscribers... when I subbed you had about 203k now I see 509k ... I love this channel!!! You guys (and ladies) are an awesome team!!!
Thank you for watching - appreciate you! Thanks - Tom
these great studies by Tom make me say DAMN!
very helpful case studies thank you!!!! Keep em coming :)
I personally feel that valuation is greatly exaggerated. Google, Microsoft and a host of others offer exactly what Dropbox offers even cheaper and free for the basic allowance. I think this bubble will burst in a few years just like the GoPro scenario. If they really had such market value Google would have tried to buy them but they haven't had any acquisition offers since launching which is quite strange for such a breakthrough product. Google can literally offer unlimited space for free and starve Dropbox out of market, if a competitor can do that to your business, then you don't have a differentiater you just have a product.
Welcome to the bubble economy. Once the bubbles pop, then all the multiples shift. Thank you for leaving a comment I think you are probably right. Thanks Tom
RonPaulSwede When you have 5 products with a billion users each, you can afford boycotts. Lol
RonPaulSwede What you said is true, unfortunately those people only make up a very tiny percentage. And everything over time becomes corrupted even Google once upon a time said don't be evil. If there is money involved morals usually become second. So even those services at some stage probably will do something unethical hence why majority don't care.
Can you make a video explaining the difference between these investing apps for beginners? “Acorns , Robinhood, stash”
Dj Slowtunes I would like to watch these case studies
Hey Tom ,another great case study.I think your my favorite (don't tell Patrick,lol).
I appreciate that. I am humbled - bit I certainly think Patrick's How-To lessons and Interviews (did you see the ex-mobster?) are the bomb! Thanks - Tom
Awesome video! Do you know what companies are out there now that need to raise money?
I really appreciate your analysis, is always helpful and so accurate! please keep doing it like that!
Will-do! Thank you for watching! Thanks - Tom
Does this guy have a podcast or something?
Would you like me to have one? Thanks - Tom
Valuetainment Heck yeah man!
Yes please
Yes please!
Outstanding presentation, I use Dropbox all the time so definitely want to get in there if I get s chance
If they had an investment at an earlier funding round at a $10 bn evaluation, isn't the ipo a down round? (Since it has a lower evaluation)
you're awesome tom! and so is this channel! Like double damn!!
Can you make a follow-up video on Dropbox. Is it worth investing now? They have new product with more collaboration capabilities. But not sure if they are going to survive competition.
I love Tom. 😍
Congrats on 500,000 looking forward to the 1m conference !
Solid Analysis. learned a lot from this
Guess you were a little off. Think they opened at circa 11 Billion. But to be expected given the pump on tech. Amazing case study regardless. thank you for your time. Maybe a followup video as of today?
I'd love to hear your case study of General Electric. History in the making right there
I think that could be a series. Thanks - Tom
I believe they are one of the only companies that have stayed on the Standard and Poor though out the centuries, they have some history and this is one that could go in depth, I second this and agree this could be more that one case study.
This is great content!! Thank you!
Thank you sir!! - Tom
I love to see this case studies with the Biz Doc! Thanks tom!!
Tom!!! You are the man!!
Content was money!
And that sneaky muuustache, see ya brotha.
Yeah, I think I’m going to wax it this week. Thanks - Tom
Great video you are really good at that.
Got another episode of biz doc yes
Thank you for that! Thanks, Tom
How does Dropbox even compare to Google Drive or in the business market, Drive File Strem?
Good stuff. Are there any books on this stuff you can recommend besides the Peter Thiel book?
Yes - the Lean Startup by Eric Ries. Thanks - Tom
Awesome content. I wonder how long it took you to draw all that, haha.
About a half hour!! Thanks Tom
I appreciate the effort you put in this video
Hi Tom could you please do a case study on Whole foods
Please keep making these case study videos!
You will see case studies here every other Friday. You will then see “a beer and business” every other Friday with interviews with entrepreneurs where they share tips and insights on building their businesses. Either way I’m gonna be here every Friday. Thanks - Tom
Tom, how about doing a case study on MLB Advanced Media> No notes or are they published latter this time after the video is up?
Great work as normal Tom
Please do a case study on Fitbit
I love that suggestion. A consumer electronics company that is successful and hanging on to their market. Thanks - Tom
Please make a case study about garuda indonesia quantum leap, sir
How they transform a dying airline to the world best regional airline and one of the world 5 star airline, its quite interesting story and may become a role model for other struggling airliner
Love the drawing, its so enlighting
Hello tom , can u put lectures on retail management .
What angle can I take that would be most helpful?
wonderful video. MORE!!
Coming soon! Thanks Tom
What's the big idea with the Formula 1 team shirts?
Hi! I'm really an engineer, but I take great interest in these things, so sorry if my questions are dumb. Anyway, I don't get why Box on 2015 closed on 2016 with the company's value around $398M, a good increment; and even so, their "value" (I think he refers to their stock's share value?), dropped horribly. Can somebody please enlighten me? Regards from Mexico, and GREAT VIDEOS, VALUETAINMENT. The Biz Doc is THE reason I started following you. Keep up the good work!
People lost faith in the company (for whatever reason) and dropped the stock
Wow I learnt so much from this video! This was amazing!
I’m glad that you found it helpful. Thank you for leaving a comment. Thanks - Tom
Damn....this is an excellent Case study anlysis...Thank you very much for sharing and keep up the great work :)
Thank you very much for watching. I’m glad left you better than I found you. Thanks - Tom
Thank you Tom, Great video!
You’re welcome. Love doing these and glad you find them helpful. Thanks - Tom
Such a great content!
Thanks - Tom
Love your work, Tom.
Thank you for leaving that comment. I appreciate that you watched the episode. Thanks - Tom
Real nice video, just one thing Edison never invented the light bulb he bought a blue print of it so he can produce it and improve upon.
He does get credit - but I hear you and appreciate the comment. Thanks Tom
Valuetainment Valuetainment Indeed he does but as a student of histroy(one of my passions)I like to comment/share less known facts about our history that I found out after hours of research and investigation.
Thank you again for a great case study.
Tom you probably won't see this, can you do something on HTC? With them being the first Android phone to basically hearing nothing from them and Google buying something from them for $1 billion. Would appreciate itttt
That’s a pretty good idea I appreciate it. Thanks - Tom
Valuetainment thanks man :)
you're amazing - keep making videos!
Yes sir! Case Studies will be here every other Friday. A Beer and Business is a new show where I interview CEOs and they share tips. That it will be here on the alternating Fridays. Thanks Tom
Maybe a Case Study on HelloFresh, competitor of Blue Apron?
I think that’s a good idea especially since Amazon bought Whole Foods and you can expect a war in that sector for that kind of a service product - shipping easy to follow menus and the food. Thanks - Tom
That's one solid video.
DAMN!!! I love this guys because he is DAMN!!! good because of his "DAMN!"
kept repeating 15:02
subs going up quickly this week, 1 million by April I think Sir Patrick
I’m happy with my iCloud thank you 😊
TH-cam suggested this video. 3mins in & i am like "Damn this is good!".
DAMN! I appreciate that!!! Thanks, Tom
Little surprised Mega isn't on here. Nobody I know uses box.... Mega came in like a storm though.
Box is amazing with business, but I agree I don’t know many friends that use it just for themselves. Thanks - Tom
Good show. One small error in the arithmetic: 4.7 x 1.2 = 4.6, not 6.0.
Your math or my math? Both of us rounded the numbers - oops! Thanks, Tom
I suck, sorry, 5.6 not 4.6. :)
Please do a case study on Western Union. Thank you for such great content!
1.2 bill. in venture capital not debt
BUT where is the catch? % from the company and how the venture capital get there money back? and when?
great work.
Thank you for watching! Thanks - Tom
The problem is that most people (rookies) are going to be too lazy to do the WORK; you know like read, research, experiment, validate. They are going to take your words at face value and jump into this IPO without any due diligence or knowledge on the company or how IPO's work. Then when shit hits the fan they are going to want to blame the messenger and not themselves because they don't have the proper mindset. If you are an inexperienced investor please do yourself a big favor and STAY FAR AWAY from IPO's until you are a seasoned investor AND you learn how to do the WORK to become a well informed investor. You're welcome in advance.
Tone - thanks for the comment. You hit it. That is EXACTLY why we put the www.sec.gov on the screen and why I mentioned that this was a confidential IPO and also explained the purpose of the S1. They got MUCH MORE from me than the 30 seconds CNN spent on it. I agree that people need to be informed or they will get burned. Thanks for leaving a comment. - Tom
No problem Tom and allow me to make it known that you were very transparent in the video. In fact, Valuetainment offers the best free financial education on youtube. Although I'm seasoned, I still find a lot of value in the videos so thank you for your work shares.
Tone Lee I’m curious: why would investing in an IPO from Dropbox be potentially negative if they’re one of the biggest competitors in their respective market?
Movie Muscle When you say "biggest competitor" are talking in terms of revenue, profits, market share etc? Even still ALL IPOs can be potentially dangerous based on bad information alone. If it were me and I was concerned about the competition I would study Dropbox's prospectus (paying CLOSE attention to their management team) and compare that against the competition's profile and performance.
The video says 7B but th title says 10B.
Microsoft and Google integrate with documents that you can modify online. Drop box doesn't have that.
Baldeep Birak
Hey, what's 3B between friends huh.
Good catch - this is where the numbers come from: $10B is the venture investment valuation in 2014 which I call out. But they should expect $7B after the IPO according to my math. Thanks - Tom
Never used drop box much...Honestly I only ever heard about it 2 or 3 years ago I think.
*shrugs *
9.18 Billion .. DAMN!!