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The Poison Pill, The State of Streaming and Guest William D. Cohan
Pivot
I've Done a Lot of Fairness Opinions.
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Twitter's ebita is a billion dollars a year on a good day. This is forty five times the company's current value. The market is correcting and interest rates are rising dramatically. If i'm goldman sacks, and i have to prove that this thing is fair and say it's fair, you're gong to be hard pressed, if the financing is real, to yo say it's not fair.
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