Chris DeMuth's State of the Markets October 2022 (with a large TWTR focus!)
Yet Another Value Podcast
What's the Difference Between Twitter and Facebook?
The way to punish Elon Musk is not to use Siphias to block the Twitter deal, but let the people go through and let him burn 5 billion 10 billion of his own money overpaying for Twitter. The other thing about Twitter is, gosh, you know we've gotten an enormous amount of information on the company since the suit was filed. And it was a little disappointed as a Twitter channel. I thought I thought they're gonna have all these fantastic things and kind of these kind of, you know, deep insights into every person... It was pretty crude stuff.
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