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:

* Twitter M&A

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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

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• Do you love Acquanon and want to see our smiling faces? Subscribe to our Youtube channel.
• Do you enjoy our content? Rate our show!
• Follow us on Twitter @acquanon Learnings about small business acquisitions and operations.

For inquiries or suggestions, email us at [email protected]