Michael Girdley (@Girdley) and Bill D’Alessandro (@BillDA) discuss the Twitter deal at this special Episode. We talk about the financials,...
Let us know if you enjoyed this episodeMichael Girdley (@Girdley) and Bill D’Alessandro (@BillDA) discuss the Twitter deal at this special Episode. We talk about the financials, the value, cashflow expenses considerations, vested vs unvested stock treatment, both businesses’ performances within Twitter (Ads & B2B), pricing power potential, how we would turnover cost centers to profit sources, new product ideas, breaking out of the culture bubble, and much more!We had a ton of fun recordin...
In this episode, the hosts dive into a lean, high-margin FDA compliance service business with outsourced operations and uncover whether it's a sustainable gem or a ticking regulatory time bomb.
In this episode, the hosts unpack a 70-year-old South Carolina sandwich business supplying gas stations and vending machines—and debate whether its low margins and high complexity make it a hidden gem or a money pit.
In this episode, the hosts dissect a distressed e-commerce furniture supplier deal selling near working capital value, debating whether falling revenues, marketplace dependence, and margin mystery leave any room for a profitable turnaround.