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/vt/ - Virtual Youtubers

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68528393 No.68528393 [Reply] [Original]

>> No.68528434

Nijikeks, you are negligible.

>> No.68528443

>>68528393
The viability is negligible sir, I hope that helps.

>> No.68528454

>>68528393
>Complete collapse of its foreign branches
I don't know about you but this doesn't speak to long-term growth when the JP market is already saturated

>> No.68528468

>>68528393
As viable as your fucking Cresta, you bald old fuck.

>> No.68528494

>>68528393
My fundamental analysis reports the company is full of whores with a high rape to equity ratio.

>> No.68528615

>>68528393
The employees are fucked, but investors will make out fine.

>> No.68528663
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68528663

>>68528468

>> No.68528708
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68528708

>>68528393
Stocks can only go up now my dude, unless they say something more stupid next week

>> No.68528749

>assuming you're actually trading or are at least not shitposting
If you are okay with JP only, think that somehow governance will actually read the room and pull their shit together within a week, or think that Riku will step down or be removed, stay. That's the current basis for the support line.

>> No.68529002

>>68528749
Seems pretty weak that it essentially boils down to
>Someone actually competent will take over and fix things
Seems like copium

>> No.68529108

>>68529002
>copium
Yeah, which is more or less the point, but mind you, the Japanese are HUFFING it

>> No.68529146

>used market saturation as their cope for their slowing down in the japanese market
>shilled the shit out of NijiEN's numbers for their pre-IPO and first year reports sayin they are going all in on overseas expansion
>last remaining overseas branch is on fire
Yeah, shit's fucked

>> No.68529204

>>68528749
Riku would be more than happy to be removed, he keep selling his stock for like 2 years.

>> No.68529493

>>68529204
To be honest being removed would cause the stock to jump and further improve his portfolio

>> No.68529501

Friendly reminder that Anycolor spent $18M on a stocks buyback to prop up their stock after failing to meet their stock price on december only for it to drop 10% by the Selen drama less thatn 20 days later

>> No.68529792

>>68529501
Stock buybacks should be illegal. The stock market is supposed to reflect investor sentiment about a companies profitability and long term growth, not how much money the company is wiling to shell out in bribes to investors.

>> No.68530067

>>68529792
Stock buybacks are just another way to distribute profits to shareholders, like dividends. It's preferable for a company with extra cash on hand and no viable projects to just return the money to investors instead of blowing it on some unprofitable venture.

>> No.68530614

>>68530067
They should reinvest it in the business, there's always something to spend money on even if it's just employee retention and training. God knows AnyColor needed better employee compensation and support programs, that money could have gone to that and prevented this whole shitstorm

>> No.68530731

>>68528393
Also serious question, are they (japs) retarded? If I’m not wrong, the very same shit happened to their kr branch not so long ago and for exactly same reason (staff incompetence, harassment etc). If this happened to ID then to KR and now to EN, how you can be sure that this will not happen to JP eventually? If I had enough money I’d rather prepare myself to short on them

>> No.68530796

>>68530731
Nijisanji JP branch is simply too large to fail

>> No.68530914

>>68530731
They simply cope with "oh, silly gaijin don't understand our way of doing business"

>> No.68530922

>>68530614
Finance 101 will teach you that there is a risk free rate, US treasury bill which is about 5%. If you can't return more than that from your investment, then it's better to just return the money to investors.

>> No.68531124
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68531124

>>68528468
>As viable as your fucking Cresta
kek

>> No.68531126

>>68530922
Shareholders don't make the company money, employees do, that money is worse than wasted on buybacks because a buyback provides a 0% increase in revenue, or any metric whatsoever beyond stock price. Companies don't exist solely to support stocks, they have an actual business model and provide goods and services believe it or not

>> No.68531184

>>68531126
Stakeholder theory
>>68530922
Shareholder primacy

>> No.68531227

>>68528393
Long-term? Just look at the last two days!

>> No.68531244

>>68531126
Shareholders OWN the company. The goal of the business is to make money for the owner, not to grow revenue for revenue's sake.

>> No.68531314

>>68530914
I don’t know, you can cope when it happen once, but when it happens twice you should already know that there is something rotten in the very core and three times in a row it’s fucking insane

>> No.68531325

>>68530922
I think the point is if they're doing buybacks they're clearly not focused on growing.

>> No.68531358

>>68528708
>unless they say something more stupid next week
they will, this is Nijisanji after all

>> No.68531366

>>68531244
You grow revenue to make money retard, if you invest all your profit in the shareholders you get fucked over rby a company that reinvested in their business model, making themselves more competitive and pushing you out of the market. Shareholders cannibalize companies, they don't grow them.

>> No.68531441

>>68530731
You say things like they're a company that only exists to be malicious or goof off. In all likelihood non-domestic branches are probably not looking so good and don't warrant the investment. Like Selen wasted 200k on projects and didn't make a profit, that's not exactly management's fault. They can't make her entertaining, and her current 5 minutes is only due to the drama. The same goes for small corpos, they can't invest in their talents like a bottomless pit if they're a 2view or 3view. At a certain point it's not just management's fault, but also that the talents failed.

>> No.68531527

>>68531441
Retarded business majors incapable of thinking past next quarter. Sometimes you have to take a short-term loss to grow marketshare and assure mid-long term growth and stability.

>> No.68531574

>>68531325
>>68531366
Sometimes growth is not the goal, especially in a high interest rate environment. Why do you think companies are laying people off despite record profits? Money isn't free, there are opportunity costs for growth.

>> No.68531641

>>68531441
I could even agree with you if it happened once, when there is literally branch kill streak there should be something wrong with how you manage your talents even if those talents are retarded

>> No.68531691

>>68528393
investor-san... it's over

>> No.68531741

>>68531527
>>68531641
You're all always completely deflecting because it's an uncomfortable truth to accept. If Selen had been extremely successful and her projects were a huge success that drew in lots of views and new fans, made a huge profit that niji mostly pocketed, and they still fired her... Then it would be an entirely different situation. The drama would probably quadruple at least, and nobody would claim that she's at fault for her miscalculations. But management can't turn someone into a genuinely amazing entertainer, because most genuine talent can attain viral success without any management.

>> No.68531822

>>68531741
You know selen was one of their top earning talents, right? She absolutely made them bank

>> No.68531913
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68531913

>>68530922
If that's the case why not just buy the treasury bonds instead of buying back stocks?

>> No.68532016

>>68531822
>You know selen was one of their top earning talents, right
>*in NijiEN
And yet they judged it as minimal.

>> No.68532136

>>68531741
Listen, I want to abstract from Selen alone. And I’m not argue that talents are not retarded, they probably do and you shouldn’t expect from them nothing else because they are content creators not managers. And I don’t believe that nijis talents are somehow less gifted or entertaining than those in other agencies

>> No.68532194

>>68528393
Baseball season is coming

>> No.68532199

>>68531822
It's like being the most successful member of BondEN or Idol. It's all on a relative scale of small to mediocre success, isolated in a niche. When you compare it with the rest of the world, how successful were any of them really?

>> No.68532258

>>68532136
than those in other agencies if this what you want to say, but you don’t see neverending shitshow in other agencies

>> No.68532356

>>68532136
Yeah but this is all opinions and more about what you like versus can you get enough other people to support it. They're looking at balance sheets and other things we don't have, and they're making decisions. Neither you or I can say that we would make a different decision if we were in their position, nor that if we made a different decision that it would make it all a huge success. Blaming the management or lack of management is still very much a scapegoat for the fact that they didn't penetrate beyond a small niche.

>> No.68532475

>>68532258
Because it's obviously a management and corporate culture issue. Their business model is broken. If you keep having problems with employees it's rarely "oh we just keep hiring shit people" it's the people IN CHARGE fucking it up.

>> No.68532544

>>68531913
Because it gives shareholders the option to choose what to do with their money instead of investing it for them. They chose to invest in a vtuber company, not an investment company.

>> No.68532596

>>68528393
If you need someone to tell you that specifically then you shouldn't be investing.

>> No.68532610

>>68532136
Not even Hololive has universal success. Nerissa Ravencroft has far more views and success on her covers than the rest of her gen and even most of her branch. Lots of the others have songs that really aren't popular at all despite lots of ardent fans. Nerissa Ravencroft is not the most popular HoloEN member by a long shot, she's a normie, but her singing talent is genuine. That's why she has multiple covers with millions of views and her highest viewed one is already near 6 million views after only half a year.

>> No.68532971

>>68532544
Nah stock buybacks should be illegal, it encourages companies to cannibalize themselves, inflate and manipulate their own stock, and leads to business decisions that are inherently bad for the wider economy. That money should be put to use elsewhere by the company, where it will go back into the economy instead of into an investors portfolio

>> No.68533082

>>68530731
Just as a reminder that all of this was clearly visible to us as well, and even we were shocked that the black company/clique/bullying rrats were real

>> No.68533182

>>68532199
That might actually hold water if nijisanji wasn't banking on the foreign branches growing in order to provide continuous growth, which they've just completely torched

>> No.68533207

>>68531741
she broke even on her small cut while footing most of the expenses. they absolutely made money on her, probably at least half a million in 2023

>> No.68533361

>>68533207
Much more than half, you can estimate it from niji early public report, they made few millions on her at least

>> No.68533418

>>68533361
Yearly* public report for investors

>> No.68533453

>>68533361
>Invest in your project? No fucking way gaijin, that's all you
>You made money? Where's our cut gaijin???
Fucking japs

>> No.68533489
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68533489

>>68528393
Dorntu worru, morny isu safu handsu

>> No.68533589

>>68532971
Stock buybacks are basically the same as dividends. A practice shouldn't be made illegal because of stupid investors.

>> No.68533658

>>68533182
And your suggestion is they go full steam on sunk cost fallacy.

>> No.68533677

>>68533589
Maybe it shouldn’t, but at least now I know what is the real source of many problems of modern capitalism, thx anon

>> No.68533689

>>68533589
Except it's not. Dividends are a payment of existing stocks, buybacks are removing stocks from the market. They are absolutely not equivalent retard.

>> No.68533750

>>68533658
No my suggestion is that they travel back in time and replace their entire management team with a troop of shaved gorrilas, because that is unironically an improvement over their current situation

>> No.68533768

>>68533589
>Durr hurr they both make investors money therefore it's basically the same
Retard. The economic effects of a buyback versus a dividend are very different.

>> No.68533837

>>68533589
>Stock buybacks are basically the same as dividends
Real /biz/ hours

>> No.68533850

>>68533689
They're basically the same thing, only difference is that dividends force a taxable event. That's why shareholders often prefer them over dividends because they get to choose when to get taxed on it.

>> No.68533855

>>68533453
They are a very greedy and pathetic people.

>> No.68533874

>>68533361
YoY or net?

>> No.68533903

>>68528393
Sir, please read the investment report at https://www.anycolor.co.jp/en/ir..

>> No.68533907

>>68533850
>The only difference
Literally retarded.

>> No.68534073

>>68533907
>>68533837
>>68533768
I have a finance degree and own BRK.A. I'm pretty confident in saying that I know more than a bunch of retards on an anime e-celeb board.

>> No.68534126

>>68534073
That makes me even more sure that you're retarded lol. The economy functioned just fine without buybacks, they're market manipulation pure and simple.

>> No.68534290

>>68533689
Either way it makes shareholders happy

>> No.68534438

>>68534126
How are you going to ban a company from reacquiring itself?

>> No.68534924

>>68533874
YoY

>> No.68535600
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68535600

>>68533903
Just remember
Someone at nijisanji got paid to put out this statement

>> No.68537775

>>68535600
either they get paid too much or too little

>> No.68537922

>>68531441
>Selen wasted 200k on projects and didn't make a profit
She didn't make a profit for herself. As in, any money she was given by Niji and Youtube vanished. Anycolor's cut of all her supas and merch I assume still went into their pockets without issue.

>> No.68538233

>>68537775
>>68535600
>Hey, intern-kun write something telling the shareholders telling them this will not have an impact on their investment ASAP
>you got it boss

>>
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