@monkbent @jonrussell It is, As “leaked” by The Nikkei a few months ago, that is roughly LINE's targeted IPO value.
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@serkantoto@jonrussell missed that - can you send me a link?
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@monkbent how much should whatsapp be worth according you then? -
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@GokulBhargav WhatsApp is worth a lot less than LINE (but a lot more than Viber). Not a platform, way worse monetization, but more users - 2 more replies
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When valuations become relativistic, rather than based on fundamentals of profits, margins, debts etc, time to head for the exit
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@Tatil_Sever then you should take a look at line's underlying business -
Is there a public source for its financials? How much AIM or Skype has made despite little competition back then?
@monkbent
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@monkbent Thanks to@stratechery I constantly parrot the awesomeness of LINE, despite having never used it.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent and wechat?Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent@jonrussell but why cant LINE have animated stickers?Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent rumors of $400M seemed low, but $900M seems a bit excessive -- suggests Rakuten was very keenThanks. Twitter will use this to make your timeline better. UndoUndo
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