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#61
An interesting read about the author suggesting Twitter how to monetize its user base (the "in" thing now) and also change the narrative ("subscription-based", "XXXX as a service", "ecosystem"...fill in all the buzz words you can!).

How Twitter Got Its Groove Back

That’s what happened with Snap. It’s what happened with Spotify, when it changed the narrative from “structurally low margin music business” to “leading audio company” in the stroke of a few podcast deals. It’s what would have happened with Slack (I swear!) before Salesforce saw the potential and snatched it up.

And, I think, it’s what’s going to happen to Twitter.

https://www.notboring.co/p/how-twitter-g...roove-back
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#62
Twitter hit all time high yesterday, while most of tech and stocks are down. Last quarter they grew revenues by 28% to an all time high of $3.7bil TTM, and guide to grow 22.5% next quarter (at mid point of guidance). I mean, there is a lot to like about Twitter's fundamentals right now.

Kudos to investors who saw this early.

(not invested)
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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#63
Now that Jack Dorsey has left, would we be able to see Twitter realizing its potential?

Fintwit's Tipping Point?

I was thinking about why Twitter, after rallying with other COVID lockdown beneficiaries (take ARKK and QQQ as proxies), had given back all of its gains. This despite the fact that daily active users increased from 152 million at the end of 2019 to 217 million at the end of 2021.

Perhaps Twitter will never turn into a great business and figure out how to turn attention into highly profitable commerce like other social platforms. Or perhaps it will find a way to better monetize the flow of ideas and data on its platform. Either way, it strikes me that Twitter should have become a lot more valuable for its users.

https://neckar.substack.com/p/fintwits-t...-point?s=r
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#64
Apollo Global Management is willing to finance a Twitter buyout, sources say
* Private equity firm Apollo Global Management would consider providing financing for a Twitter buyout in the form of preferred equity, sources say.
* But Apollo isn’t interested in joining a private equity consortium to acquire the social media company, sources added.
* Elon Musk, the CEO of Tesla and SpaceX and the world’s wealthiest person, offered to buy Twitter for $43 billion last week.

By Alex Sherman
PUBLISHED MON, APR 18 20225:25 PM EDTUPDATED MON, APR 18 20225:51 PM EDT

Private equity firm Apollo Global Management has held discussions about financing a potential takeover for Twitter, according to sources familiar with the matter.

But Apollo isn’t interested in being part of a private equity consortium that would acquire the social media company, said the people, who asked not to be named because the discussions are private. Any financing Apollo provides would likely come in the form of preferred equity, one of the people said.

Elon Musk, the CEO of Tesla and SpaceX and the world’s wealthiest person, offered to buy Twitter for $43 billion last week. Twitter’s board is likely to reject that offer, according to a Wall Street Journal report. Still, sources of financing are considering their willingness to lend to Musk or another potential buyer, said the people. Twitter had negative cash flow last year, making it an unusual candidate for a leveraged buyout.

More details in https://www.cnbc.com/2022/04/18/apollo-g...urces.html
Specuvestor: Asset - Business - Structure.
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#65
Elon Musk says Twitter deal on hold pending details on fake accounts; shares sink 11%
* Twitter’s stock plummeted 18% in premarket trading following the initial announcement, but trimmed some losses after the second tweet.
* Musk announced last month that he intends to buy Twitter for $44 billion.
* He’s tweeted that one of his main priorities would be to remove “spam bots” from the platform.

Sam Shead
PUBLISHED FRI, MAY 13 20225:56 AM EDT | UPDATED 28 MIN AGO

Elon Musk announced Friday that his Twitter deal is on hold until he receives more information about how many fake accounts there are on the social media platform.

In a follow-up tweet around two hours later, Musk added that he was “still committed to the acquisition.”

Twitter’s stock plummeted 18% in premarket trading following the initial announcement, but trimmed some losses after the second tweet. A spokesperson for the social media company did not immediately respond to a CNBC request for comment.

Tesla CEO Musk announced last month that he intends to buy Twitter for $44 billion and he’s previously tweeted that one of his main priorities would be to remove “spam bots” from the platform.

Even before Friday’s announcement, the company’s market value had fallen to $9 billion beneath the offer price due to concerns about the deal.

Musk, who is expected to serve as Twitter’s temporary CEO if the deal goes ahead, would have to pay a $1 billion breakup fee should he choose to walk away. Musk is worth more than $220 billion.

More details in https://www.cnbc.com/2022/05/13/elon-mus...ounts.html
Specuvestor: Asset - Business - Structure.
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