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Vegas64

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Everything posted by Vegas64

  1. Elon Musk the businessman seemed to do some smart things here. Also when you are the world's richest man, your tools and levers you can pull are plenty, to allow you to put a board of directors in a full nelson and tap out: "Twitter may want to finalize a takeover deal with Elon Musk ahead of the company’s first-quarter earnings report on Thursday, according to analysts…“Locking a deal up today or tomorrow may sound pretty appealing for someone who knows they are in possession of bad news,” Gordon Haskett said in a Monday note…Wedbush analyst Dan Ives told CNBC on Monday that advertising models are slowing and subscriber growth has continued to pose a challenge. A difficult macro environment could weigh on results, KeyBanc said in an April 14 note. The company has banned advertising in Ukraine and Russia due to the war, and any softness in Europe ad spending could also hurt second-quarter projections, according to a note earlier this month from MKM Partners. We’ll see what happens on Thursday, but you can certainly see how difficult it might be for the board to turn down Musk’s offer — which would already kill the stock, given it would not only end the Musk premium but also include his vote of no confidence in management — because they claim their plan is better, particularly if there were fresh evidence to the contrary."
  2. Exactly this. He bought it, he can do with it what he wants. That's the whole premise of "free market capitalism" and "if you don't like it, feel free to start your own (or buy it)" as a retort to criticism. I am very curious to see what changes and where Elon can take Twitter. I wonder if he has some transformational ideas that are half or semi-baked that he's ready to implement that he's been sitting on if this has all been one manic, impulsive purchase.
  3. Here is an interesting stab at what Elon Twitter might look like. He's mentioned transparency in source code, algo's, etc. https://builtformars.com/case-studies/elons-twitter I don't think anyone really knows fully what this is all about, to your point, but one thing I'm pretty sure of is Twitter can't do any worse (Q1 earning pending) as a business tasked to return shareholder value and grow and operate as an ongoing concern, then they have been given their mindshare in the attention based economy. Elon will unlock business value.
  4. This is great. I guess the Q1 earnings report had to be pretty bad as others have said and when the world's richest man is the suitor a deal like this can move faster than it ever has and so, here we are. No pump and dump, but just a modern day Howard Hughes eccentric who is in love with a toy.
  5. This song is worse (and a one hit wonder, so fits the thread as well):
  6. I agree that PHX will probably blow them out and finish it off, but one can dream. And I'm loving the outpouring of hate for PHX and Paul that comes out when they lose, my only regret is it is short-lived, I fear.
  7. Bret Taylor needs to be focused on his own Q1 versus Elon's takeover of Twitter, CRM stock has tanked recently too. Oops, wrong thread.
  8. What do we know? Though I never thought it was realistically a pump-and-dump as some did; way too much visibility and too big a scheme. From NYT: What seemed highly improbable a week and a half ago is now looking a lot more real: Twitter is in advanced talks to sell itself to Elon Musk. The company’s 11-member board was negotiating with Musk into the early hours of the morning over his offer to buy the social networking service and take it private, DealBook’s Lauren Hirsch and The Times’s Mike Isaac report. The two sides have been discussing details, including a timeline to close any potential deal and any fees that would be paid if an agreement were signed and then fell apart, according to two people with knowledge of the situation. The negotiations followed a board meeting yesterday morning to discuss the offer. No deal is certain, and it remains entirely possible that the talks will break down. It is rare for a board to try to hammer through a deal as quickly as this.
  9. To broadly make the blanket statement that someone on the spectrum can’t run a social media organization in the first place is pretty brazenly ableist.
  10. I came here to question this, glad you commented. I was reading a bunch of “album of the year” reviews and find it to be just meh. Just like I thought Daytona was meh. Maybe I just find Pusha-T’s whole Schlick to be one note and boring these days, but even the Neptune/Kanye production was much ballyhooed and left me thinking it was good, not great, overhyped. My personal opinion is I think Push can’t just carry an album because he’s not interesting enough, but he’s an amazing guest feature artist. To that point my favorite track was with his brother.
  11. If it’s any consolation I want the Suns to finish NOLA off quickly with the 4-1 gentleman’s sweep now (in order to get to a better opponent and ensuring Booker won’t be available).
  12. Oh i guess I see where and at what angle you are coming from. Sorry. I want Booker’s injury to last throughout the playoffs so his team is weaker and easier to beat now that the injury happened. Not sorry. Just like the Jazz fans are praying every night to Joseph Smith’s underwear Luka’s calf won’t heal.
  13. We don’t know the extent or how long an injury like this will really have an impact is what I’m saying— if you aren’t a Suns fan, or a Booker fan (or both, like me) you want that impact to be throughout the playoffs.
  14. Really? If (and big if because it’s a complete unknown) Luka is healthy you think Suns in 7? That’s interesting. I could see it potentially, but the one thing for sure is that if Booker is healthy the Suns play GSW in WCF.
  15. The ugliest last 3 minute that NOLA could ask for. That’s why they were #10, I guess. Hopefully booker can stay lingering and hobbled because suns look very vulnerable against a real team! Let’s go!
  16. um what? That was my backyard then!
  17. It's the medium of the poor and downtrodden as well. It really is an eclectic and transgressive channel in that there is a place for all. It's like reddit in that way. There is zero doubt twitter out punches it weight class for what it is as a business and business model versus the outsized impact and influence it has on real time culture. Everybody knows the business sucks. Everyone knows Twitter is an entrenchment for real time news, updates, gossip, humor, connections, general zeitgeist, etc. This is why Elon wants it-- he said as much, he can unlock the potential. Most people are of the mindset, based on Elon's track record, that if anyone can do it in short order he has a great shot as any. Especially compared to any PE firm. Well, except Brisket, because he knows better than the rest of the business world. He has been a minor lawyer for a dozen years or so and he knows a savvy business operator when he sees one.
  18. from NYT "Some of the reasons for a shutdown have to do with the reality of mergers. The fact that CNN’s management pushed forward with the launch of CNN+ instead of waiting for the OK from its new corporate leaders appears to have ruffled feathers. Last week, on the first business day of Discovery’s ownership of WarnerMedia, marketing of CNN+ was suspended. (Zaslav has promised $3 billion in cost savings from the merger.) In a meeting with CNN+ staff yesterday, Chris Licht, CNN’s incoming president, compared the service to a residential property that had been constructed without the input of its intended owner. “Then the new owner came in and said: ‘What a beautiful house! But I need an apartment,’” he said, according to a recording reviewed by The New York Times."
  19. The first half of episode 4 was boring to me, to be honest, but the last half got weird and interesting I guess, but definitely confusing.
  20. The last episode lost me after Harlow shot Steven. Psych ward is heaven or hell?
  21. Agree that was a really bad take. But then again, if lawyers knew anything about business, they wouldn't practice law for the scraps they do for a living.
  22. Booker's 2-3 week hammy is looking more and more like the break Dallas needed if they wanted to make this a magical run and season.
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