TBR Musings - December 16, 2020 (1.Viewing)

After almost a full week of absolute junk on the TBR this week, we may have finally found a contender.

I saw it on the TBR this morning, thought "that looks interesting" and decided to try to preorder it, but it's way past what I would pay at several registrars (need to bid $250 at Siber, etc.). But at least I have something to track this week, other than hipster homonyms, misspells and lame typos.

CODA.ca - meaning the ending or concluding event, and as stated above, it's currently bid high enough that I'm obviously not uncovering some "hidden gem" here.

It also went 24th in the TBR on October 2, 2019 to DynaDot.

Thoughts?

lot’s of search results, most extensions taken, short nice domain. .com forwards to a company, .io is a company. Not sure if it should be more valuable now than in Oct 2019.

Yes , the crickets aren't lying and this week's TBR selection is that bad...

A bad week to be buying, as in the land of the crap, the half-decent domain is king.

Nobody wants to talk about the WILD and CRAZY selection of premium domains on this weeks' list?

Essentially it comes down to CODA and FORMAT... take your pick which one goes first.

Also, what's your over/under on the total numbers of .CA domains selected?

I'm wanting to pick in the 60's, but I'll go 75 instead as some people just tend to buy because they want to buy, no matter the TBR quality.

90

You might be right (or at least closer), as demand is way up and even though the list sucks, people just "buy to buy" sometimes.

But if it hits 100 I might have to quit for a while.

looks like WHC got their crap together!

rlm said:

looks like WHC got their crap together!

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Nope... it is a trend of things to come. Emil was very confident when he said we would be surprised in the next few weeks and he was aiming for a 70% catch on TBR.

I just got the feeling he was really serious about this and was going to invest in the technology until he made it happen.

105 domains picked - I may have to seriously take a little break, as there was no way that list rated 3-figures in total selections.

DomainRecap said:

105 domains picked - I may have to seriously take a little break, as there was no way that list rated 3-figures in total selections.

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If coda and format were one two
I can only imagine 104 105


Wow ridgepoint lol
Oh wow

DomainRecap said:

105 domains picked - I may have to seriously take a little break, as there was no way that list rated 3-figures in total selections.

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There are better names available at reg fee than many of the names that were picked up on the drop

TBR Results by round:

Round 1:

MyID 14 of 29 48%
WHC 9 of 29 31%
one-offs 6 of 29 21%

Round 2:

WHC 18 of 27 67%
MyID 5 of 27 19%
one-offs 4 of 27 15%

Summary:

WHC has a ways to go at the top to achieve 66% in the first round. They did well in round 2, mostly because by round 2, MyID didn't have anything else to chase after, as evidenced by the fact MyID didn't get anything in Round 3 or later either. Two potential effects going on there, one, Sibername has a much lower minimum bid price and two, some people refuse to use MyID for various reasons, although, I tend to believe the high minimum price is the main reason for that. MyID is leaving round 2 money on the table by not offering a lower min bid price, as clearly, that's where Sibername is cleaning up in overall numbers, but not necessarily overall dollars.

rlm said:

WHC has a ways to go at the top to achieve 66% in the first round. They did well in round 2, mostly because by round 2, MyID didn't have anything else to chase after, as evidenced by the fact MyID didn't get anything in Round 3 or later either.

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Exactly what I was going to post this morning - great analysis and the first round is always going to be the litmus test, as looking at total takes (like NamesPro) has more to do with price points than technology.

Most of the big auctions are over, but Cristian.ca (which started at $50) is still running and it looks like a pair of deep-pocked Cristian's are fighting it out. Will it ever end?

I got royally hammered on a few (like Format.ca and Longshot.ca, along with Cristian.ca) but I also got the one I had highest-rated in terms of domain metrics for only $45.

You liked southisland better than the others?

rlm said:

You liked southisland better than the others?

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Nope, but I liked its metrics better at $45 than Format at 4-figures.

To me, everything comes down to VALUE and what I'm getting per $ for each domain I buy. Buying is easy, selling is hard.

I really like SouthIsland too. Saw that it was a Vancouver island thing so I figured the BC boys would destroy me on that one so I stayed away

I honestly do not believe many domain investors actually work out the numbers based on an overall plan.

Let's say a domainer owns 200 domains at an average cost of $85. If you have a 5-year plan and your sell-through rate is 2%, what do you need your average domain price to be in order to break even? And then, to make a certain % in profit. If you want to make it more complicated, then add in inflation and interest.

And you will be purchasing new domain acquisitions over those 5 years as well as renewing existing domains, so those numbers are constantly evolving.

Spex said:

I really like SouthIsland too.

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it comes with definite issues, such as domain length, but I like to buy price-performance freaks if I can, and this at $45 qualifies for me.

in tbr this week I got:

myvitamins
bitcoinminer

after tbr I picked up the dreaded domain with a hyphen, smart-home it was just too good a term for me personally to pass up, even with the hyphen. I know many would disagree.

As for domainers working out the numbers over time, that is very hard to do and some of those numbers are out of your control. I just look for my sales to be more than my costs on an annual basis, and most often they have been, even if some years not by much. There is almost a natural selection to domaining, if you reg too many crappy or mediocre names you won't sell anything or have very small sales, and be almost forced to drop names to get into balance. Also if you aren't selling, you will be forced to look at why and try to learn what kinds of names do sell. In that way if you have a clue you should be able to turn things around and at least get into break even mode. You might have many 4 or 5 or 6 six figure potential names in the portfolio, but they are just annual costs if they aren't selling. So you need the conviction to hold and wait even if the revenue doesn't always come in. I don't mind holding a domain for 10 or 15 years, paying the annual renewal, if I get a good sale in the end or find a way to use the domain.

I have always focused mainly on hand regs, TBR, and the odd domain purchase under $200. In hindsight, the best way to have made money in domains for myself was probably in the 2000's to have made fewer purchases of bigger value domains, like LLL.com, NNNN.com, and good generic one and two word .com's, and maybe some great one word .ca's. For every $1000 spent back then you could have probably made 10x or 20x the investment back while holding a very liquid domain that almost has a floor price. It is probably easier to buy a solid domain for $25,000 and sell it down the road for $50,000 rather than buy 250 names for $100 and sell them each for $200. Today the competition is greater and domain values are more known, so it is probably harder to acquire gems at low cost. For .ca, the demand and interest has always seemed to climb a little every year.