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 Post subject: Re: Elon musk
PostPosted: Fri Apr 29, 2022 3:17 pm 
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Spaulding wrote:
Coco cola and McDonald's ones were good. You like the insurance ones because you deal with insurance. Insurance jokes are rarely funny.


They were posted to an Instagram account called the Hard Market. And they have lots of good material.

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 Post subject: Re: Elon musk
PostPosted: Fri Apr 29, 2022 3:18 pm 
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Not as good as the dead lawyers next to them?


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 Post subject: Re: Elon musk
PostPosted: Fri Apr 29, 2022 3:20 pm 
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denisdman wrote:

They were posted to an Instagram account called the Hard Market. And they have lots of good material.


Sure they do.


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 Post subject: Re: Elon musk
PostPosted: Fri Apr 29, 2022 3:23 pm 
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shakes wrote:
Spaulding wrote:
Coco cola and McDonald's ones were good. You like the insurance ones because you deal with insurance. Insurance jokes are rarely funny.


What do you call 10,000 insurance adjusters at the bottom of the ocean?

A statistical improbability.

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 Post subject: Re: Elon musk
PostPosted: Fri Apr 29, 2022 3:28 pm 
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denisdman wrote:
I don’t follow Twitter investment wise but it generated $5.1B in revenue last year….



but they've posted a net loss every year except 2018-2019 (prime Trump years on twitter, fwiw).

Twitter's user base while on average younger than the general population skews millennial and gen x--under 25's do not engage the platform at anywhere near the rate twitter needs to grow or even to sustain current user numbers. Twitter users are a desirable demographic for advertisers to the extent they tend to be college educated and have higher income than the general population, i.e., people with money. However, the real prize for advertisers are the children of people with money. Those folks are over on TikTok or wherever, not twitter.

Musk's publicly stated suggestions for improving twitter's financials sound like 1st year business student proposals, bad ones at that. Musk talks about decreasing the cost of a premium twitter account and reducing employee head count. Bad moves. While you might want to have fewer twitter employees moderating content and hire more machine learning engineers, no company grows by reducing headcount and reducing price--that's how KMart-Sears is slowly dying the longest corporate death ever. You want to increase the value of the product and that will make the current price more palatable to more users and even allow increasing the price.

Maybe take a page out of Meta/Facebook's playbook and acquire complementary properties. Increase the use of ai/machine learning for moderation and everything else. ML/AI engineers are expensive but worth whatever you have to pay them in the long run. Also, twitter should stop being pissers about API access to the content on their site. Federating twitter's content is like advertising for twitter. The more twitter's content spreads across the internet, the more people get exposed to twitter and eventually begin or continue using twitter.

The best opportunity for revenue growth is twitter's goldmine of tweets and connected user accounts--data, data, data. Doesn't seem like twitter has figured out how to monetize the data they have very well. Not necessarily selling it to 3rd parties, but using the data internally for more targeted advertising and for improving the user experience via improved recommendations. Twitter's recommendations are like the USA Today version of twitter. Go hire some ML engineers away from Spotify to improve twitter recommendations.


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 Post subject: Re: Elon musk
PostPosted: Fri Apr 29, 2022 4:44 pm 
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Hussra, I am not sure how familiar you are with current accounting standards. They generated about $3B in GAAP operating cash flow over the past three years. That is not EBIDTA, but real cash in the door. The net loss in 2021 was driven by a nearly $800m litigation settlement. In 2020, it was driven by over $1B in income taxes. They were profitable in 2019. In all those years, they had an average of $1B per year in stock option compensation expense and depreciation. Some of these items are arcane accounting items and largely discounted by analysts. That is why the valuation is what it is.

You can never deny real operating cash flow.

This is a fundamentally sound business.

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 Post subject: Re: Elon musk
PostPosted: Fri Apr 29, 2022 6:03 pm 
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i think he wants to turn twitter into a free speech public forum. right now its basically a government censored forum. youre not going to do that by hiring more people. malicious posts are factored by bot accounts. if real people are posting, then it is what it is. unless its a coordinated paid attack by real people, but thats always a problem in any forum.

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 Post subject: Re: Elon musk
PostPosted: Fri Apr 29, 2022 8:07 pm 
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 Post subject: Re: Elon musk
PostPosted: Fri Apr 29, 2022 8:12 pm 
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denisdman wrote:
Hussra, I am not sure how familiar you are with current accounting standards. They generated about $3B in GAAP operating cash flow over the past three years. That is not EBIDTA, but real cash in the door. The net loss in 2021 was driven by a nearly $800m litigation settlement. In 2020, it was driven by over $1B in income taxes. They were profitable in 2019. In all those years, they had an average of $1B per year in stock option compensation expense and depreciation. Some of these items are arcane accounting items and largely discounted by analysts. That is why the valuation is what it is.

You can never deny real operating cash flow.

This is a fundamentally sound business.

Idk man, I’d love to see an EVA analysis on Twitter. I suspect the valuation is heavy on growth expectations and it’s not clear where that comes from. Seems like a typical inflated tech company.

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 Post subject: Re: Elon musk
PostPosted: Wed May 04, 2022 8:38 pm 
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The deal will be stopped by the commies. No chance now as it has been revealed that il Trumpo recommended to Elon that he buy Twitter to help our formerly sacred right to free speech.


Splodey Head Alert, Donald Trump Encouraged Elon Musk to Buy Twitter
May 4, 2022
If we thought the rage-filled apoplectic leftist meltdowns were bad about the Twitter purchase before….. whoooo doggies, them splodey’ heads are going to erupt even bigger now.
According to Truth Social CEO Devin Nunes, former President Donald Trump encouraged billionaire Elon Musk to purchase Twitter to help bring free speech emphasis back to social media. {Direct Rumble Link} WATCH:

https://theconservativetreehouse.com/bl ... y-twitter/

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 Post subject: Re: Elon musk
PostPosted: Thu May 05, 2022 1:10 pm 
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Elon’s just another klepto billionaire who no matter what direction he takes twitter will make it worse for the country. His unfunny forced tweets are the embodiment of the “How do you do, fellow kids” meme and as profound as a high school ethics class discussion.


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 Post subject: Re: Elon musk
PostPosted: Thu May 05, 2022 1:19 pm 
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KDdidit wrote:
Elon’s just another klepto billionaire who no matter what direction he takes twitter will make it worse for the country.


I hope our country can survive


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 Post subject: Re: Elon musk
PostPosted: Thu May 05, 2022 1:19 pm 
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Jbi11s wrote:


Both sides!

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 Post subject: Re: Elon musk
PostPosted: Thu May 05, 2022 1:24 pm 
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 Post subject: Re: Elon musk
PostPosted: Thu May 05, 2022 2:02 pm 
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KDdidit wrote:
Elon’s just another klepto billionaire who no matter what direction he takes twitter will make it worse for the country. His unfunny forced tweets are the embodiment of the “How do you do, fellow kids” meme and as profound as a high school ethics class discussion.


Listening to Elon talk about twitter and the future of Tesla...he's a fraud. He gives zero fucks about the betterment of the planet and people.
https://www.youtube.com/watch?v=cdZZpaB2kDM

I don't necessarily agree his Twitter acquisition will make it worse for the country, but I have doubts it will make anything better.

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 Post subject: Re: Elon musk
PostPosted: Thu May 05, 2022 2:05 pm 
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BigW72 wrote:
KDdidit wrote:
Elon’s just another klepto billionaire who no matter what direction he takes twitter will make it worse for the country. His unfunny forced tweets are the embodiment of the “How do you do, fellow kids” meme and as profound as a high school ethics class discussion.


Listening to Elon talk about twitter and the future of Tesla...he's a fraud. He gives zero fucks about the betterment of the planet and people.
https://www.youtube.com/watch?v=cdZZpaB2kDM

I don't necessarily agree his Twitter acquisition will make it worse for the country, but I have doubts it will make anything better.


Close enough in agreement, as not changing the direction of it at all still points down.


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 Post subject: Re: Elon musk
PostPosted: Thu May 05, 2022 2:06 pm 
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It says a lot about our country when Twitter can affect people one way or the other this much, just wild.

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 Post subject: Re: Elon musk
PostPosted: Thu May 12, 2022 2:33 pm 
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 Post subject: Re: Elon musk
PostPosted: Thu May 12, 2022 2:48 pm 
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If the mysterious circumstance is a guillotine, that'd be cool.


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 Post subject: Re: Elon musk
PostPosted: Thu May 12, 2022 3:05 pm 
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Jbi11s wrote:


Hmmmmmmm
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 Post subject: Re: Elon musk
PostPosted: Thu May 12, 2022 3:18 pm 
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KDdidit wrote:
If the mysterious circumstance is a guillotine, that'd be cool.


Yeah. Building rockets and electric cars- what a monster.

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 Post subject: Re: Elon musk
PostPosted: Thu May 12, 2022 3:23 pm 
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WaitingforRuffcorn wrote:
KDdidit wrote:
If the mysterious circumstance is a guillotine, that'd be cool.


Yeah. Building rockets and electric cars- what a monster.


He also uses the weed number and the sex number on twitter. So you know he's a totes cool guy!

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 Post subject: Re: Elon musk
PostPosted: Thu May 12, 2022 3:30 pm 
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WaitingforRuffcorn wrote:
KDdidit wrote:
If the mysterious circumstance is a guillotine, that'd be cool.


Yeah. Building rockets and electric cars- what a monster.

Image


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 Post subject: Re: Elon musk
PostPosted: Thu May 12, 2022 3:36 pm 
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SpiralStairs wrote:
WaitingforRuffcorn wrote:
KDdidit wrote:
If the mysterious circumstance is a guillotine, that'd be cool.


Yeah. Building rockets and electric cars- what a monster.


He also uses the weed number and the sex number on twitter. So you know he's a totes cool guy!

He's an OG


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 Post subject: Re: Elon musk
PostPosted: Thu May 12, 2022 3:48 pm 
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KDdidit wrote:
WaitingforRuffcorn wrote:
KDdidit wrote:
If the mysterious circumstance is a guillotine, that'd be cool.


Yeah. Building rockets and electric cars- what a monster.

Image

either she has one giant sagging boob or that dress is ill fitting


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 Post subject: Re: Elon musk
PostPosted: Thu May 12, 2022 3:49 pm 
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SpiralStairs wrote:
WaitingforRuffcorn wrote:
KDdidit wrote:
If the mysterious circumstance is a guillotine, that'd be cool.


Yeah. Building rockets and electric cars- what a monster.


He also uses the weed number and the sex number on twitter. So you know he's a totes cool guy!

i bet he's had an abortion too


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 Post subject: Re: Elon musk
PostPosted: Thu May 12, 2022 3:51 pm 
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Bagels wrote:
KDdidit wrote:
WaitingforRuffcorn wrote:
KDdidit wrote:
If the mysterious circumstance is a guillotine, that'd be cool.


Yeah. Building rockets and electric cars- what a monster.

Image

either she has one giant sagging boob or that dress is ill fitting


Say what you will about Jizz Lane but she is 100% STACKED

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 Post subject: Re: Elon musk
PostPosted: Thu May 12, 2022 4:02 pm 
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Curious Hair wrote:
the saddest words of tongue and pen, Ghislaine's boobs rate a 10


Jbi11s wrote:
Is this serious?



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 Post subject: Re: Elon musk
PostPosted: Thu May 12, 2022 4:08 pm 
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KDdidit wrote:
Curious Hair wrote:
the saddest words of tongue and pen, Ghislaine's boobs rate a 10


Jbi11s wrote:
Is this serious?


That lower right hand photo? I saw that scene on youporn. I think she's looking at the bill the plumber just gave her.


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 Post subject: Re: Elon musk
PostPosted: Fri May 13, 2022 5:09 am 
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Looks like he found a way to back out of the Twitter deal…he will claim they have a significant number of fake accounts. All he had to do is see Julie’s 38,000 followers and determine 37,000 were bots.

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