To say the original business model doesn't work is also saying they've changed the business model. I don't think anything in the plan has changed. There's a logistics component, and a marketplace component, we've made two acquisitions to support/hurry along both.
There may be some failings that we'll never know about (why was Market delayed so long, did the original platform fail? was the WDA acquisition used as an excuse to by time and make the cheap shopify store?), but I don't think the overall plan is one of the failings.
Anyways Tommy you are still holding? Even with your outlook there must be something here you like? I'd be interested to here any positives you see. I always have time for what you have to say, being someone who actually uses these services.
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