Move over Elon - Here's what we'd do if we acquired Twitter - Acquisitions Anonymous Episode 90


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Сделано Bill D'Alessandro, Mills Snell, & Michael Girdley, Bill D'Alessandro, Mills Snell, and Michael Girdley и найдено благодаря Player FM и нашему сообществу. Авторские права принадлежат издателю, а не Player FM, и аудиоматериалы транслируются прямо с его сервера. Нажмите на кнопку Подписаться, чтобы следить за обновлениями через Player FM или скопируйте и вставьте ссылку на канал в другое приложение для подкастов.

Michael Girdley (@Girdley) and Bill D’Alessandro (@BillDA) discuss the Twitter deal at this special Episode. We talk about the financials, the value, cashflow expenses considerations, vested vs unvested stock treatment, both businesses’ performances within Twitter (Ads & B2B), pricing power potential, how we would turnover cost centers to profit sources, new product ideas, breaking out of the culture bubble, and much more!
We had a ton of fun recording this one, let us know what you think!


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Show Notes:

0:00 Intro

1:17 Deal numbers

3:19 What is Elon actually doing?

6:13 It isn’t closed yet: Timing & steps in this kind of deals

9:00 What is being bought? Take us through the financials Michael

13:04 Stock-based compensation considerations

14:59 Why aren’t they vomiting cash?

16:00 Twitter is actually 2 businesses: How do they perform?

18:15 Revenue Build: How do we make it grow faster? What’s changing on the operational side? What is the potential?

20:34 Let’s put the Private Equity hat on: What would we do?

22:31 Exploiting the monopoly pricing power

24:29 What’s happening with the advertisement rates? How does the ad engine work?

29:04 Monetize these new business lines: We got 4 to start with.

36:40 Billion dollar idea: Get into recruiting

39:57 Operational improvements: How do you reduce headcount organically? Why does moving the HQ make sense?

43:44 Let’s treat this as a growth asset



* Twitter M&A


Past guests on Acquanon include Nick Huber, Brent Beshore, Aaron Rubin, Mike Botkin, Ari Ozick, Mitchell Baldridge, Xavier Helgelsen, Mike Loftus, Steve Divitkos, Dzmitry Miranovich, Morgan Tate and more.


Additional episodes you might enjoy:

#83 Can you grow a business in a shrinking market? Featuring baller @WilsonCompanies as a special guest!

#82 How Great Operators Win! How PE does it like pros with Mark Brooks
48 Two Landscaping Businesses for Sale - Mike Botkin of Benchmark Group

Additional episodes you might enjoy:

#64 How to find the expected benchmarks and KPIs for your industry?

#67 I bought a business. Now what? Learn with us from an expert - Dzmitry Miranovi

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