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00:26 | ByteDance nearing Meta revenue?!
- ByteDance nearly reaching Meta-level in quarterly revenue; Meta $28.6b vs ByteDance $24.5b
- Cash flow +$6.8b in Q1, profit of $2.7b, cash reserves at $30.4b
- ByteDance has current secondary market valuation of $211b, Meta has a $820b market cap
- Mutual funds (e.g. Fidelity) are valuing ByteDance much higher vs other players in the private markets
- ByteDance is undervalued due to US regulatory concerns?
- Tiktok US is not a big part of ByteDance revenue but is a focus for future growth
08:50 | Wegovy/Ozempic’s impact on society
- Wegovy, Ozempic help people stop eating ... appears reduces desire for other impulses; smoking, alcohol, etc
- Walmart earnings call highlighted people taking drugs bought less food
- Highlight the impact emerging pharma and biotech companies can have on society, potential for major cultural shifts
- CEOs are discussing weight loss drugs on earnings calls and their impact on financials
- Early-stage life sciences companies get acquired by larger pharmaceutical companies due to regulatory overhang
16:42 | FTX creditors made whole via Anthropic
- $8.9b total missing in FTX bankruptcy owed to creditors, $7.3b recovered to date
- FTX invested $500m into Anthropic at a $4.0b valuation, FTX led the Series B
- FTX Anthropic stake worth $3.0b to $4.5b after Anthropic announces its recent round at a $20b to $30b valuation
- FTX Anthropic investment/gain could make all FTX creditors whole
- Several pre-IPO companies have corporate venture divisions their investments could mean a huge positive impact to corporate valuations … Naspers is a great example … 46% ownership of Tencent, up 9,200% in last 20 years with almost the entire net asset value of the company coming from its Tencent investment
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By AG Dillon & Co
4.4
88 ratings
Send us a text
00:26 | ByteDance nearing Meta revenue?!
- ByteDance nearly reaching Meta-level in quarterly revenue; Meta $28.6b vs ByteDance $24.5b
- Cash flow +$6.8b in Q1, profit of $2.7b, cash reserves at $30.4b
- ByteDance has current secondary market valuation of $211b, Meta has a $820b market cap
- Mutual funds (e.g. Fidelity) are valuing ByteDance much higher vs other players in the private markets
- ByteDance is undervalued due to US regulatory concerns?
- Tiktok US is not a big part of ByteDance revenue but is a focus for future growth
08:50 | Wegovy/Ozempic’s impact on society
- Wegovy, Ozempic help people stop eating ... appears reduces desire for other impulses; smoking, alcohol, etc
- Walmart earnings call highlighted people taking drugs bought less food
- Highlight the impact emerging pharma and biotech companies can have on society, potential for major cultural shifts
- CEOs are discussing weight loss drugs on earnings calls and their impact on financials
- Early-stage life sciences companies get acquired by larger pharmaceutical companies due to regulatory overhang
16:42 | FTX creditors made whole via Anthropic
- $8.9b total missing in FTX bankruptcy owed to creditors, $7.3b recovered to date
- FTX invested $500m into Anthropic at a $4.0b valuation, FTX led the Series B
- FTX Anthropic stake worth $3.0b to $4.5b after Anthropic announces its recent round at a $20b to $30b valuation
- FTX Anthropic investment/gain could make all FTX creditors whole
- Several pre-IPO companies have corporate venture divisions their investments could mean a huge positive impact to corporate valuations … Naspers is a great example … 46% ownership of Tencent, up 9,200% in last 20 years with almost the entire net asset value of the company coming from its Tencent investment
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