I am still processing the interview. 1. It is obvious that SP loves his creation. 2. This puppy is probably going to be in a buyout within the year IF Marriott finally coughs up the $'s. Jeez, you smack them in the face with a Billion $ development and they don't pull the string. Go figure!! 3. The creation of community in Tivus is just what Howard Schultz did with Starbucks. Selling coffee is a sideline; their barrista's sell friendship and "over the back yard fence" recognition. Tivus' accomplishes this, GAME OVER!! I have yet to go to a hotel where they even come close. Give you the key, and the guy drops you at the door with his/her hand out for the tip. Community??? I don't think so. Go Tivus! 4. I think the buyback mention assures that Tivu will not do a RS. That (RS) was NOT mentioned. 5. SP mentioned a business plan, but no $ figures. In all honesty, it didn't resemble any plan I am aware of. It kind of sounded like, "We will know we are there when we get there!" But in all fairness to him, he needs money to get to the sophistication of the business plan. Come on, Marriott!! Carpe Diem, dudes!
All in all, this company should rock forward. Share price keeps rising and just what the interviewer thought (obviously!); this stock is way, way undervalued!! GLTA. R3
