Move over Elon - Here's what we'd do if we acquired Twitter - Acquisitions Anonymous Episode 90

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!-----* 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.-----Show Notes:0:00 Intro1:17 Deal numbers3:19 What is Elon actually doing?6:13 It isn’t closed yet: Timing & steps in this kind of deals9:00 What is being bought? Take us through the financials Michael13:04 Stock-based compensation considerations14:59 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 power24:29 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 recruiting39:57 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-----Links:* Twitter M&A-----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.-----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 MiranoviSubscribe to  weekly our Newsletter and get curated deals in your inboxAdvertise with us by clicking hereDo 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]