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Other key thing to keep in mind with $psth and @business deal is that @jackiereses is staying “on with Bill” post merger.
She fully walked away from @Square immediately after being given the head seat at its Capital division.
She isn’t dumb.
@SpacGuru @purple_mattress
Who knows what's happening. Maybe we'll be blindsided by 30% stake in Robinhood. I still believe we don't know the company and we will be surprised. The only thing I don't understand with Bloomberg is what will they use the money for?
Yeah why does bloomberg who's printing money need 5b. Why not ipo or direct? They're not really in a high growth stage
The estimated growth in 2020 was ~6%. Not confirmed, but not anything crazy.
ICONIC!
Robin-hood is most definitely out imo. Video of @BillAckman really stresses “iconic” and “phenomenal” management. I don’t know about you but RH management doesn’t meet that bill, nor does it meet “all” of the many PSCM criteria (BA says the target does).
I also wouldn’t be as bullish on this if there wasn’t documentation of their original meetings in October. @BillAckman has specifically spoken to @MikeBloomberg Bloomberg.
This is the 1 pt that pulls me away from all other obvious hints @business, i.e $5BN... Surely Stripe makes more sense plus plaid in solving probs for sellers unicorn minority stake etc.. yeh maybe iconic is a stretch & not ideal choice of words, bt everything else just fits 
Bloomberg is also not a company that would thrive if the market closed for 10 years. I am with you, I expect to be surprised by the target when the DA drops.
What kind of company then? Do you know what @ackman’s point was?
No ~COViD-esque exposure. That’s what it meant.
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