Gaia_ is the niche too small_ – gaia inc. (nasdaq_gaia) _ seeking alpha

However, as much as I am confident that Rysavy wouldn’t live off the shareholders and would prefer to liquidate if things didn’t work out well, I’m not so sure about the motivations behind this new GAIA business. Back bay yoga boston ma Of course, he has skin in the game, but he is already rich, so even if he lost everything in GAIA that wouldn’t be the end for him. What is meditation supposed to do There is a possibility that GAIA is simply a way for him to share his “New Age” philosophy with others. Yoga chair exercises youtube I’m not saying he is not trying to make money; I just believe it’s maybe not the most important thing for him and he may overestimate his market potential. Tara stiles yoga core You don’t live in a cabin in the woods for years if money is the most important thing for you. Yoga asanas for weight loss by ramdev in hindi I believe he may want to create some kind of testament with this business as he is aging and after years on other projects.

Of course, I could be wrong, but please consider how is presented the movie he directed and that was released last year, Secret of the Water:

Water – a living substance, the most common and least understood. Yoga classes dubai marina It defies the basic laws of physics, yet holds the keys to life. Yoga dot calm Known to ancients as a transmitter to and from the higher realms, water retains memory and conveys information to DNA. Bikram yoga nyc schedule However, water can die if treated poorly. Musica de yoga kundalini para descargar gratis Influences such as sound, thoughts, intention, and prayer, as well as toxins such as chlorine, structure water’s molecular arrangement- affecting all it comes in contact with.

Again, if this is a “trust me” company, we have to trust the CEO and be sure that he is rational in what he is doing. Shilpa shetty yoga full dvd download I didn’t watch his movie but the descrption does not seem that rational to me. Tara stiles yoga solution Does he really believe in the potential of GAIA? Probably. Yoga vinyasa flow sequence But maybe he is overenthusiastic about what it means to others and how much growth can come out of it.

I think this is precisely the weakest argument in Miller thesis: projected growth. 8 limbs yoga He compares GAIA to Crunchyroll, which offer streaming anime videos and has over 700K users, and says that it proves you can have a small niche and get a lot of subscribers. Sumits yoga Let’s pause here. Wilmington yoga center schedule Anime is very appealing and typically have very low churn rates because many of those shows have hundreds of episodes. Best yoga poses for insomnia You can plug your children on any Japanese anime and they’ll have lot of fun. Down dog yoga reading pa Anime are actually cool and teenagers love them.

GAIA is a great resource, but let’s be honest: what is the percentage of the population that’s into this kind of stuff? Maybe 0.5%, 1%? And how many of them would pay $9.95 per month for yoga lessons that they can get for free on YouTube (hello Tara Stiles)? How many of them would pay $100 per year for conspiracy theories interviews and “New Age” purification and things like that? GAIA could continue to growth its users, but at some point it will take its margins down because there is a cap on organic growth in such a small niche. Yoga for runners knee They’d need to spend much more to get new users and their churn rate would rise.

In the end, I just don’t see how I could buy such a company at the current price. Yoga nidra mp3 free download deutsch I like the CEO but he’s been on other projects lately and I’m not sure what his motivations are. Yoga a luka las condes If the stock price was down under $6 (from around $8.65 right now), I think I might consider a buy as hard assets ($5) would cover much of the price and you have to give some value to the content that’s already there. Nirvana yoga atlanta ga Paying the current price is believing in growth that can or can’t exist. Yoga ukrainian village I believe there are more compelling opportunities right now and that’s why I’ll give GAIA a pass. Sun yoga hawaii schedule Best of luck to shareholders.

I wrote this article myself, and it expresses my own opinions. Yoga tree richmond hill I am not receiving compensation for it (other than from Seeking Alpha). Yoga vinyasa intermediate I have no business relationship with any company whose stock is mentioned in this article.