
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 analyze a $36M Florida-based vertically integrated countertop business with strong EBITDA—but big risks tied to real estate, cyclical new construction, and questionable growth potential.

In this episode, the hosts break down a portfolio of eight Scooter’s Coffee franchises in Louisville, KY, debating its $7.5M price tag, real estate mystery, and potential as an operator or add-on play.

In this episode, the hosts break down a $1M EBITDA smart home and AV integration business in booming Charlotte, NC—debating whether the real opportunity lies in the electrical add-on and attached $3.5M showroom real estate.