What are your main reasons why you think it is improbable?

Hello Susan, Paypal does own Venmo. Venmo was bought buy Paypal in 2013. By buying Venmo Paypal was more or less able to cripple the competition and expand its own growth. But yes, you are right, overall the functionalities are pretty similar.

Hello Noah,

As shown in the chart "Top 10 Financial Institutions by Number of Active Digital Users (2019)", some banks are already in the electronic payment market. However, Cash App and Venmo, in particular, are taking market share, as their products are much more functional.

Thank you. I appreciate it a lot!

A good friend of mine had the same thought, although I think it might have an influence, I expect it to be a minor one and more of a short-term nature.

You are right, but few companies come close to the brand loyalty of Apple. Especially in such a competitive market that Apple is in. Tesla comes also to my mind. But iRobot does not need to be Apple or Tesla to offer a great value at the current price point. In comparison to the overall automotive or phone market, the consumer robotics market is growing rapidly. This in combination with the fact, that iRobot will also be a serious competitor in the mopping and mowing space gives me enough confidence that revenue will continue to grow. I also especially like the vision of the CEO, that the goal of iRobot is to be responsible for all the annoying and painful tasks at home in the long-run. They will not continue to only be a vacuum company.

It leads to higher brand popularity, more people will be aware of the company and its products. It is free marketing, it does not necessarily lead to higher sales. But the probability of more sales increases just by getting the name out there. Moreover, iRobot is the company with the highest market share in the robot vacuum market.

Same is true for me, I especially love their older products like the Nintendo Gamecube or the N64. I still play some games from time to time on these consoles, but I stopped buying the latest products due to the reasons laid out in my article. I totally wish to see a turnaround in Nintendo's strategy, this would make it a more interesting investment.

The competition is one of the reasons why iRobot trades at such a big discount in comparison to last year. I agree with you, the competitors in the robot vacuum cleaner market are a threat to market share. It is also one of the reasons why iRobot trades at such a big discount in comparison to last year. But this is mostly only the case for the cheaper Roomba models and even these sold extremely well during Q4. This could be partly due to its strong brand recognition. Because a lot of people call robot vacuums in general Roombas, no matter what kind of robot vacuum they are talking about. Furthermore, iRobot has a patented two roller brush system which is exceptionally good for the deep cleaning of carpets. My friends, who own an iRobot vacuum cleaner are also very happy with the durability. Overall the strength of iRobot lays in the high-end product category. The self-emptying feature is an advantage over nearly all other competitors and makes it feel like an autonomous cleaning experience. Through a broader product portfolio and overall growing robotic markets, iRobot is still positioned pretty well.

Thank you for reading and your feedback. I appreciate it! :)

Nintendo avoids eSports because they believe they might lose a part of the casual player base. They try to keep everything very family-friendly. But in my opinion, the coexistence of casual and competitive players is possible. Many casual players are attracted by a good single player in combination with some online play. By creating a proper multiplayer which allocates players very precisely based on their skill level, both customer groups would be satisfied. Although it would be necessary to invest more in good online servers and to create a rating system for measuring player-skill better.