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Table of Contents
- TL;DR
- Purpose
- First Phase: Real Estate
- Second Phase: Customer Service
- Summary
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TL;DR
Think like a customer. Think about customer service. Think about who the customer is.
Walk into gamestop. Walk into Pet Smart. Walk into Best Buy. Walk into Target. Ask yourself what could be better and why things are the way they are. Could we do better?
When you’ve mastered customer service, willingness to pay increases.
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Purpose
Disclaimer: Don’t use this DD to confirm your bias as a means to make silly choices. Use it as an opportunity to learn you dingus!
Some of you folk may remember the DD I wrote about Cloudflare and serverless computing back in May 2020, but most of those posts were written far less seriously and lacked professionalism. To be frank, I was surprised by the hunger for knowledge and I really enjoyed debating some of the rather brazen people here.
WSB has grown and in my view, our committed analysts tend to BTFO Wall Street analysts. We have on-the-ground experience as laborers, customers, and digital-natives that they often filter out of a privileged ignorance.
Part of this is also due to the fact that I believe that investing in securities will become increasingly complex yet accessible for a typical retail investor which will either result in isolation OR incentivize cooperation.
- Does the average retail investor really understand the core regulatory influences in investments like Square, PayPal, or even rob-the-hood? (Square DD Complete)
- How do we compare social media? (Pinterest DD Complete)
- What really is customer service? (You are here)
- Are we familiar with new international trades that increase Mexican-Texan manufacturing? (Kansas City Southern DD in Revision Mode)
- Is the average retail investor familiar with the network models that govern software like Fastly and Twilio? (Google DD in Progress)
- Do we understand incentives vs. bias? (Roblox DD in Progress)
- How knowledgable are we of fashion trends that make Nike and Foot Locker valuable? (You are here)
- Is an average retail investor familiar with competitive types of manufacturing processes when they invest in technologies like AMD or GE?
At the end of the day, I am an educator and I believe that the goal of education is to engage a reader into a deeper curiosity or discussion, so that’s why I’m sharing my writing. I’m not here to convince you that this stock is even a good choice - but to explore the economics behind it.
First Phase: Real Estate
Walk into Best Buy. They do some things right, and they do some things wrong. Want into the gaming section of Target. Notice the activity levels in the region, but think critically of the real-estate afforded to it. How does it affect your experience?
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Ultimately, a floor design is a subset of customer service and sale intentions. A location that sells furniture and diet pills may not service customers the same way a place that sells gaming culture (stream, cosplay) and gaming devices products. GameStop will predictably close down smaller shops, while expanding the size of others to produce an alternative service. Gamestop will no longer be a convenience store aisle, but rather an area for culture.
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The reason for this is clear. Gaming is BIG where many players will win. Gaming expands multiple culture vectors. Movies, cosplay events, entertainment parks, meta-verses,