
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 break down a once-in-a-lifetime opportunity to own a floating pizza restaurant in the Virgin Islands—complete with a pizza armada, liquor license, and serious island vibes—all priced at under 1x earnings.

In this episode, the hosts break down an absurdly profitable worm farm in rural California that claims $1.5M in cash flow and may be one of the best deals they've ever seen—if it's real.

In this episode the hosts dive into a $4.5M, 12‑bed Los Angeles drug and alcohol rehab facility deal with $4M revenue and $1M SDE, unpacking utilization trends, regulatory risks (MSO/CPOM), and why it might not be a compelling acquisition as‑is.