10,400+ tweets since mid-July.
It's been a wild ride.
Y'all have been a joy. Well, most of you. A couple of you, not so much. But the rest of you—thank you.
It's a beautiful beginning, and I can't wait to create what's next.
10,400+ tweets since mid-July.
It's been a wild ride.
Y'all have been a joy. Well, most of you. A couple of you, not so much. But the rest of you—thank you.
It's a beautiful beginning, and I can't wait to create what's next.
$TWTR generates $5B of revenue @ 60% gross margins.
That $3B of Gross Profit is available to cover:
• $2B of cash SG&A
• $750mm of Capex
• $1B+ (new) interest expense
That math doesn’t work and Elon’s interest WILL get paid.
Cut CapEx 50%, but SG&A (people) is the plug…
10,400+ tweets since mid-July.
It's been a wild ride.
Y'all have been a joy. Well, most of you. A couple of you, not so much. But the rest of you—thank you.
It's a beautiful beginning, and I can't wait to create what's next.
if you’re desperate for more substance even in these times, here’s some food for thought:
personally, I’ll return to substance soon, but not until my brain repairs itself from the before times madness. 🥹
A sincere thanks to Chance for not only being an informative and funny source for info on this case, but also helping give me the conviction to stick with the TWTR arb trade. If you profited from this situation in a similar way, please consider subscribing, donating . . .
It's unfortunate how quickly this group went from being a great follow for Twitter v. Musk (and I'm sure other chancery matters) to just another merch / super follow peddling bunch.. can't wait for the inevitable podcast / substack twitter.com/chancery_daily…
Okay, posters, just remember Elon is relying on you now to produce content and help service all that debt. It’s a big task but I know you won’t let him down.
Chance, I can't tell you how much I've learned from your account, and how much joy you brought us during this whole saga.
So instead, I'll buy a coffee table book.
Thank you.