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VOICE ARCHIVE

Post M.

@post_market
16 posts
2022-03-10
Amazon +$125billion in cap on a stock split and a buyback of 50bps of their float. Love me some Fama & French.
2022-03-10 View on X
CNBC

Amazon's board of directors approve a 20-for-1 stock split and Amazon says it plans to buy back up to $10B in shares; stock rises 6% after hours

Market summary: 📊  —  Another excellent … Robert Hum / CNBC : Amazon stock split could set it up for being included in the Dow Industrials Tim Levin / Insider : Amazon surges after...

2022-01-12
Great addition to the BoD. Meta empowers small business. https://twitter.com/...
2022-01-12 View on X
Meta

Meta elects DoorDash co-founder and CEO Tony Xu to its board of directors; Zuckerberg says Xu has experience “solving complex challenges in commerce”

Meta today announced that Tony Xu, co-founder and CEO of DoorDash, Inc., has been elected to the company's board of directors, effective immediately.

2021-12-17
@rsandler21969 Casey's does ~$5b of inside sales and is valued at $8.5b. Owns all their real estate, heavy high-margin food mix. GoPuff best case does $1.5b run-rate today, and has to deliver everything. In what world is it possible to justify $40b 😂
2021-12-17 View on X
Axios

Source: delivery startup Gopuff, which recently launched in London and NYC, raised $1.5B in convertible notes at a valuation of up to $40B

2021-10-26
Despite all the hemming and hawing the House of Zuck added an incremental 1.5 Twitters in sales this quarter versus the same quarter last year. Rock solid. Spending capex like a drunken sailor though.
2021-10-26 View on X
The Verge

Zuckerberg says he's redirected Facebook teams to serve young adults over older users, and that significant changes to Instagram will lean into video and Reels

Expect changes to Instagram to highlight Reels  —  Facebook CEO Mark Zuckerberg says he's redirected teams within his company to …

Despite all the hemming and hawing the House of Zuck added an incremental 1.5 Twitters in sales this quarter versus the same quarter last year. Rock solid. Spending capex like a drunken sailor though.
2021-10-26 View on X
CNBC

Facebook misses on Q3 revenue, $29.01B vs $29.57B expected, and monthly active users, 2.91B vs 2.93B expected, but beat on EPS of $3.22 vs $3.19 expected

and reason to believe that Facebook will get worse. If Facebook's core business isn't growing as quickly anymore, it will be even more inclined to manipulate users and to use its m...

2021-10-05
Listen up you sallys, $FB has 3.5 billion Monthly Active People (some real, some fake, some double counted) 8.5 million people watch 60 Minutes. The Obesity epidemic and sedentary lifestyles are the single biggest issue facing American lives. Get a new story. Buy that dip.
2021-10-05 View on X
CBS News

60 Minutes publishes the eight SEC complaints filed by Frances Haugen against Facebook, covering 2020 election, Jan. 6 riots, teen mental health, and more

For the first time, read the whistleblower's complaints to the SEC that led to 60 Minutes' report on Facebook.

Listen up you sallys, $FB has 3.5 billion Monthly Active People (some real, some fake, some double counted) 8.5 million people watch 60 Minutes. The Obesity epidemic and sedentary lifestyles are the single biggest issue facing American lives. Get a new story. Buy that dip.
2021-10-05 View on X
Reuters

Frances Haugen's prepared Senate testimony: Facebook putting profits over safety has resulted in a system that amplifies division, extremism, and polarization

or Two—Forward This Week Bloomberg : Facebook Whistle-Blower to Share ‘Frightening Truth’ With Senate Gilad Edelman / Wired : This Facebook Hearing Will Be Different Tweets: Adam S...

2021-08-20
Sounds like transitioning away from ‘remote work’ and flex work, where people are not entirely productive... is not going to be easy. https://twitter.com/...
2021-08-20 View on X
BuzzFeed News

Around 1,500 Stitch Fix employees quit after new CEO announces they will no longer have flexible work hours and part-timers must work at least 20 hours per week

Caroline O'Donovan / BuzzFeed News :

2021-06-16
Shopify will open up its e-Commerce checkout system to all retailer selling through Google and Facebook... 1st time offered to merchants that don't use its platform. Perhaps these are not just advertising businesses. https://twitter.com/...
2021-06-16 View on X
TechCrunch

Shopify expands its one-click checkout, Shop Pay, to any merchant on Facebook or Google in the US, even if they don't use Shopify to power their online stores

2021-05-18
Squad is investing through the income statement and the cash flow statement. Shame nobody uses Facebook anymore though https://twitter.com/...
2021-05-18 View on X
The Verge

Oculus' latest update for its Quest headsets adds a Live Overlay casting feature that allows mixed reality capture with just an iPhone model XS or newer

v29 is packed with features  —  Oculus will soon roll out its v29 software for Quest and Quest 2 headsets, and this one adds more features and functionality to the lineup.

2021-03-20
Conventional food retailers with $6.5B in sales are valued at less than $3B. I know that specialty/DTC grocery is sexy and rapidly growing. But, its certainly tough to reconcile a business w/ “100s of millions” at $2.8B.... https://www.bloomberg.com/...
2021-03-20 View on X
Bloomberg

Weee!, an online grocer specializing in Hispanic and Asian foods, has raised $315M Series D led by DST Global, source says at a $2.8B valuation

Bloomberg :

2021-01-26
Long $TWTR Subscriptions ☑️ “Our goal is to make it easy for them to connect with their subscribers, while also helping readers better discover writers and their content” Making Twitter a better home for writers https://blog.twitter.com/...
2021-01-26 View on X
Axios

Twitter acquires newsletter publishing company Revue; the five-year-old Dutch company has six employees and has raised ~$318K

Twitter on Tuesday said it has acquired Revue, a newsletter platform for writers and publishers.  —  Why it matters: The deal marks Twitter's first step …

2021-01-05
Gojek Is Said in Talks With Tokopedia for $18B Merger “A local mashup of Uber, PayPal, Amazon, and DoorDash Inc. It plans to go public in the U.S. and Indonesia.” Who makes this stuff up? I am a local mashup of Soros, Druckenmiller, Buffett, Bezos and Fitzpatrick.
2021-01-05 View on X
Bloomberg

Sources: Indonesia's Gojek is in advanced talks for a merger with local e-commerce giant PT Tokopedia; the combined entity would be valued over $18B

- The deal would combine Indonesia's two most valuable startups  — Discussions with Grab hit impasse over question of control

2020-12-13
Tweet. Tweet. Narratives. They change slowly, then all at once. Strategic moves are being made. https://twitter.com/...
2020-12-13 View on X
TechCrunch

Twitter says it has acquired screen-sharing social app Squad whose team will join Twitter, and it will shut down the app tomorrow

with Periscope in danger Igor Bonifacic / Engadget : Twitter acquires screen-sharing and video chat startup Squad Andrew Hutchinson / Social Media Today : Twitter Acquires Multi-Pa...

2020-12-12
Tweet. Tweet. Narratives. They change slowly, then all at once. Strategic moves are being made. https://twitter.com/...
2020-12-12 View on X
TechCrunch

Twitter says it has acquired screen-sharing social app Squad whose team will join Twitter, and it will shut down the app tomorrow

with Periscope in danger Andrew Hutchinson / Social Media Today : Twitter Acquires Multi-Participant Streaming App Squad, Which Enables Screen-Sharing Within Chats PYMNTS.com : Twi...

2020-09-10
When companies trade at 50x sales, I am perplexed as to the alledged short-termism of the public markets. https://twitter.com/...
2020-09-10 View on X
Protocol

Eric Ries' Silicon Valley-based Long-Term Stock Exchange opens for trading, nine years after “The Lean Startup” author first proposed it

A new stock exchange backed by Silicon Valley heavyweights is opening for business Wednesday.  The Long-Term Stock Exchange can now trade …