Comments on: The Twitter Buyout: Is Elon Musk a Madman or a Genius?

By: M&I - Brian

M&I - Brian — Wed, 09 Nov 2022 20:35:55 +0000

In reply to brice. Thanks. Yes, we'll see what happens. I wouldn't trust anything until the company releases actual user and revenue numbers.

By: brice

brice — Mon, 07 Nov 2022 18:00:20 +0000

I’m a little late to this article now that it is Nov 2022 but great analysis! Looks like Elon is doing whatever he can to find ways to generate additional revenue but there has been a lot of backlash and lots of advertisers pausing. We will see how it shakes out.

By: M&I - Brian

M&I - Brian — Thu, 05 May 2022 13:30:27 +0000

In reply to Eliott.

Thanks. Yeah, I’m a little skeptical of what Twitter will look like as a public company once again unless Elon continues to own a large stake in it (and it seems like he’s doing this for his own amusement).

On the other hand, I’ve been wrong about Tesla repeatedly and missed out on the huge gains there, so maybe he defies all logic and analysis.

By: Eliott

Eliott — Thu, 05 May 2022 09:46:08 +0000

A very insightful perspective that contrasts with the mainstream’s treatment of the subject. I am impressed with how you are able to come up with this depth of analysis in just a few days!

Of course it does not look like Elon will look to exit in a few years for a traditional IRR target. If the company IPOs again, it will likely go back to woke censorship in a matter of years. It seems like Elon is more motivated by his societal goal, which explains and for him justifies how unorthodox the underwriting looks.

To me, this looks like a huge gamble that may not be worth its very commendable objective. With Tesla as collateral, the downside seems huge for Elon. But as Kanye put it, name one genius that ain’t crazy.