Second ('Third') Trump Presidency Thread

Tapate50 said:
I mean they fired 75% of the workforce, and cut a BILLION in operating expenses.

May not matter if they made less gross, if they net more.
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If they cut a billion in expenses but made 2 billion less in revnue, that's still less money.

If Twitter grew YoY in revenue at the same rate it has previously (around 15%, their increase was from a low of 8% to a high of 35 before musks' taking over) so if they continued to increase around 15% Their 2023 revenue should have been 6.6 billion not 3.4. SO between lost profit if Twitter growth, as well as real lost revenue, i don't think you can say it's profitable.
 
zitothebrave said:
If they cut a billion in expenses but made 2 billion less in revnue, that's still less money.

If Twitter grew YoY in revenue at the same rate it has previously (around 15%, their increase was from a low of 8% to a high of 35 before musks' taking over) so if they continued to increase around 15% Their 2023 revenue should have been 6.6 billion not 3.4. SO between lost profit if Twitter growth, as well as real lost revenue, i don't think you can say it's profitable.
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You literally have zero clue what you are talking about. The margin expansion is huge for future prospects.
 
I don't understand what there is to block? Are these not free adults making their own choice?

[Tw]1887566526007378308[/tw]
 
zitothebrave said:
Yes, do you understand that massive reduction of revenue is not something anyone would ever want to see?
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Completely untrue - especially with the vast increase in revenues and margin over the last 1.5 years. Plus commitments made to additional advertising.

Revenues with low margin aren’t as enticing as growing revenues with almost 3x margin.
 
thethe said:
Completely untrue - especially with the vast increase in revenues and margin over the last 1.5 years. Plus commitments made to additional advertising.

Revenues with low margin aren’t as enticing as growing revenues with almost 3x margin.
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It's easier to figure out how to shave costs than it is to grow your customer base.

I won't go into you on cost of acquisition, but trust me when I say you're wrong. That works when Elon says it so I wonder if it will work for me.
 
sturg33 said:
I don't understand what there is to block? Are these not free adults making their own choice?

[Tw]1887566526007378308[/tw]
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They are free to make a choice, But they delay was so that there could be time to review the offer and settle an active lawsuit over it.
 
sturg33 said:
I don't understand what there is to block? Are these not free adults making their own choice?

[Tw]1887566526007378308[/tw]
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I actually happen to agree with you on this case, but I’d imagine the legal argument is that the Trump Admin is essentially coercing these individuals to make this choice through public statements indicating they’re going to terminate employees that don’t voluntarily take the buy-out. That, combined with public statements about things like DEI hires or political leanings of the federal workforce would back up the claim that employees are accepting this optional program because they don’t think it’s genuinely optional.

For me, while I’m big on workers rights, you don’t have an absolute right to remain employed unless it’s written in your employment contract somewhere, so I’m nonplussed by what’s happening. But I’m curious if the Trump Admin might have rushed this to such a point that it becomes a valid legal claim.
 
zitothebrave said:
It's easier to figure out how to shave costs than it is to grow your customer base.

I won't go into you on cost of acquisition, but trust me when I say you're wrong. That works when Elon says it so I wonder if it will work for me.
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No discipline is difficult and all you are showing is you need to spend ****loads of money to generate revenues. Trust me when I tell you that you’ve never spent a day of your life in corporate finance.
 
thethe said:
Completely untrue - especially with the vast increase in revenues and margin over the last 1.5 years. Plus commitments made to additional advertising.

Revenues with low margin aren’t as enticing as growing revenues with almost 3x margin.
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Sure, but that’s context-dependent, is it not? Firms running a lean operation with lower revenues than a firm with higher revenue right now but worse margins are enticing in part because of the potential for sustainable growth. But social media seems like a pretty unique industry when it comes to forecasting future growth based on your superior operational efficiency.
 
mqt said:
Sure, but that’s context-dependent, is it not? Firms running a lean operation with lower revenues than a firm with higher revenue right now but worse margins are enticing in part because of the potential for sustainable growth. But social media seems like a pretty unique industry when it comes to forecasting future growth based on your superior operational efficiency.
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Low margin businesses are just not enticing to investors. It takes lots of work to identify efficiencies and synergies. But you can plow money into a high margin business and generate incredibly high returns. The entry cost is much higher because of the margin but if you aren’t an “operator” you don’t want to take the project of low margin companies.

And anyone with a brain understands why advertising revenue was down after musk took over. When the 24 and 25 figures are out zito will again look like an idiot.
 
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thethe said:
No discipline is difficult and all you are showing is you need to spend ****loads of money to generate revenues. Trust me when I tell you that you’ve never spent a day of your life in corporate finance.
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You're correct, I've never worked in corporate finance. I've worked in various sales and acquisitions. But more importantly I've ran a business. I turned a non-very profitable restaurant into a very profitable one by showing how to reduce waste, proper menu application, and so on so forth. But this happened when restaurant was running near 100% capacity for it's seasonality. So everything was handled via cuts in ways that didn't effect the top line and the customer experience.
 
thethe said:
Low margin businesses are just not enticing to investors. It takes lots of work to identify efficiencies and synergies. But you can plow money into a high margin business and generate incredibly high returns. The entry cost is much higher because of the margin but if you aren’t an “operator” you don’t want to take the project of low margin companies.

And anyone with a brain understands why advertising revenue was down after musk took over. When the 24 and 25 figures are out zito will again look like a man idiot.
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Not if the customer base is unlikely to grow with the additional capital investment. I’m not necessarily assuming that Twitter can’t grow from this point forward, but it’s certainly still a murky proposition. If advertising revenue indeed increases dramatically in 2025, it would materially change the situation, but that outcome requires some optimistic thinking on behalf of Twitter investors.
 
zitothebrave said:
You're correct, I've never worked in corporate finance. I've worked in various sales and acquisitions. But more importantly I've ran a business. I turned a non-very profitable restaurant into a very profitable one by showing how to reduce waste, proper menu application, and so on so forth. But this happened when restaurant was running near 100% capacity for it's seasonality. So everything was handled via cuts in ways that didn't effect the top line and the customer experience.
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Hahah - food service. You work at your girlfriend’s dad’s diner. Stop it buddy. You have no clue what you’re talking about.
 
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