
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 critique a $4.28 million asking price for a Signal Security Franchise business in San Antonio earning ~$773K revenue—arguing it’s overpriced, under‑differentiated and risky.

A profitable multi-location mobility solutions franchise is under the microscope in this episode, with the team digging into payer mix, growth potential, and the real value of a franchise model.

In this episode, the hosts dissect a $16M listing for a crypto news media company claiming $6M in revenue—raising serious questions about valuation, legitimacy, and what the business actually does.