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
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Links:
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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.
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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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