Tom Digan

@ThomasDigan

Austin, TX
Vrijeme pridruživanja: listopad 2012.
Rođen/a 17. lipnja

Tweetovi

Blokirali ste korisnika/cu @ThomasDigan

Jeste li sigurni da želite vidjeti te tweetove? Time nećete deblokirati korisnika/cu @ThomasDigan

  1. Prikvačeni tweet
    24. kol 2018.

    1/ What is your take on WeWork? Risky real-estate arbitrage play w/ lofty tech valuation? Or do you subscribe to CEO Adam Neumann’s belief that it’s “valuation and size today are much more on our energy and spirituality than it is on a multiple of Revenue”? 🏙📈🤷🏻‍♂️

    Prikaži ovu nit
    Poništi
  2. prije 9 sati
    Poništi
  3. proslijedio/la je Tweet
    4. velj

    My experience so far: Most co's that try to build platforms end up evolving into tools for their early user base. Some co's that try to build tools for a specific user base eventually evolve into platforms. To build a platform, start w/tools for a set of users then generalize.

    Poništi
  4. 3. velj

    Soon to be another eponym like Kleenex tissues...

    Poništi
  5. proslijedio/la je Tweet

    I invested in and one of the most interesting things that has resulted is Ladder as a Benefit For OSAM, Ladder manages a process that pairs each employee with a coach and OSAM covers the cost on behalf of employee If interested DM and I’ll connect you with them

    Poništi
  6. 19. ruj 2019.

    That was quick! It only took a year to figure out you can't put a multiple on "energy and spirituality" 📈🦄📉🧟‍♂️

    Poništi
  7. 1. kol 2019.

    Absolutely a need for this marketplace! Got my first tat a few months ago, thought I would have had second by now. The getting inked part itself feels almost commoditized, the bottleneck for me is in the design.

    Poništi
  8. proslijedio/la je Tweet
    31. svi 2019.

    Gyms are Libraries. Gyms + Coaching are Schools. All the information is inside the library, but there’s a reason why we don’t just drop our kids off at a library every morning. Without people + structure to provide accountability and tracking, nobody would learn much of anything.

    Poništi
  9. 13. svi 2019.

    Bitcoin must be on a run because people (that I apparently follow) whom I haven't heard from in months are chirping again! I don't have a dog in the fight, guess I'm just rooting for this clown. Ain't nobody want to see that.

    Poništi
  10. 16. tra 2019.

    Seen a lot of Uber chatter post S-1 filing, everyone trying to be insightful. This is already the best I have seen. Still digesting myself but worth a read.

    Poništi
  11. proslijedio/la je Tweet
    8. velj 2019.

    We’re excited to share some work for !!! 🏋🏻‍♀️⛹🏼‍♀️🚴🏾‍♂️ Small steps tend to snowball, so they pair users with personal fitness coaches that help make every choice count. We worked to design a brand strategy, visual identity, and web design that puts our goals within reach.

    , , i još njih 7
    Poništi
  12. 14. sij 2019.

    Michael Scott or Ric Flair? 🤨

    Poništi
  13. 11. sij 2019.

    Peloton CFO presented at a conference I attended last fall, she asked the room of PE analysts & I-bankers to raise their hand if they had a Peloton, most hands went up. Very cool product but nobody willing to ask the tough questions. Good thread below that poses some.

    Poništi
  14. proslijedio/la je Tweet
    20. pro 2017.

    1/ What started as a pocket watch company in 1886 grew into a “catalog empire,” today is a symbol of suburban blight.

    Prikaži ovu nit
    Poništi
  15. 4. lis 2018.

    71st person to catch a TD Pass from TB12

    Prikaži ovu nit
    Poništi
  16. 4. lis 2018.

    #500 to Flash!!!!

    Prikaži ovu nit
    Poništi
  17. 18. ruj 2018.

    6x in a month! (34% short interest) Making bank, and smoking dank.

    Poništi
  18. 24. kol 2018.

    24/ Softbank brings deepest pockets & longest time horizon. They must believe in network effects + scale economies of the global innovation community WeWork is creating. Gain market share as fast as possible & try to monetize it later, likely by selling tenants other services.

    Prikaži ovu nit
    Poništi
  19. 24. kol 2018.

    23/ to a CRE investor the valuation will seem ridiculous in the context of SL Green, which owns 32.9mm sf of primarily Manhattan office space, yet has a market cap of only $9.2bn (and to reiterate, it actually owns the real estate)

    Prikaži ovu nit
    Poništi
  20. 24. kol 2018.

    22/ to be fair, since WeWork I’m told is a “tech” company (that just happens to be in the same business as IWG) and tech companies in growth mode don’t have earnings let’s simply look at Rev Multiple: Regus (IWG): <1x Revenue WeWork: ~12x Revenue ($20B / (Q2’18: $422M x4)

    Prikaži ovu nit
    Poništi
  21. 24. kol 2018.

    21/ Alright, let’s talk VALUATION before Twitter cuts me off... Regus (IWG) the biggest (54mm sf vs 14mm for WeWork) and longest standing player in the space has the following numbers: £2.1B Mkt Cap, on 2017 Rev of £2.4B, & £377B EBITDA

    Prikaži ovu nit
    Poništi

Čini se da učitavanje traje već neko vrijeme.

Twitter je možda preopterećen ili ima kratkotrajnih poteškoća u radu. Pokušajte ponovno ili potražite dodatne informacije u odjeljku Status Twittera.

    Možda bi vam se svidjelo i ovo:

    ·