Equity Will falling tech valuations kick off a M&A boom?
May 23, 2022
This week, the hosts dive into the intriguing world of tech stock movements, discussing the latest trends in major markets like Japan and China. They highlight a potential game-changing acquisition between Broadcom and VMware, which could reshape the tech landscape. Additionally, they explore recent startup funding successes, with companies like BUD and 1K Kirana attracting significant investments. The conversation wraps up with a cautionary note about the all-too-common pitfalls in the crypto world, reminding listeners that there’s no such thing as a free lunch.
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Tech Valuations and M&A
- Broadcom is in talks to acquire VMware, signaling increased deal-making due to depressed tech valuations.
- VMware's share price dropped significantly, making it an attractive acquisition target for Broadcom.
Paytm's Performance Post-IPO
- Paytm's stock, despite a recent uptick, remains far below its IPO price, even with strong revenue growth.
- The company's substantial losses overshadow positive metrics, highlighting investors' shift towards profitability.
Bud's Metaverse Funding
- Bud, a metaverse app for Gen Z, raised $36.8 million in Series B funding, shortly after a Series A extension.
- Founded by ex-Snap engineers, Bud enables users to create and interact with 3D characters and virtual assets.