All-In with Chamath, Jason, Sacks & Friedberg cover image

E76: Elon vs. Twitter

All-In with Chamath, Jason, Sacks & Friedberg

Is 54 Dollars the Fairest Price to Pay for This Company?

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The stock is basically the same price it was in december of 20 13, right? So what happened in the market during that time? It went absolutely up into the right, in a violent manner. If you had a strategy to not grow, and you deployed it, could you actually achieve this performance? I'm just saying that. Just an objective fact that we have to keep on mind. Yet, whatever strate, whatever has happened, has collectively not worked. And it is, it is systematic. Meaning the under performance is not a quarter, it's not in a month. ButWhatever has happened here, collectively, inside this business, has not been working for nearly a decade

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