Episode 434: Slides Benedict
Software Defined Talk
Analysis and Valuation Models in Investment Banking
Exaggerated but entertaining story about the potential impact of a $20 billion acquisition on share prices. Reflects on the complexity of financial analysis and the models used by investment banks to value companies.
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This week, we discuss Cisco's acquisition of Splunk, AWS's investment in Anthropic, and VC Market Overview Presentations. Plus, we share some thoughts on Dungeons and Dragons, as well as standardized testing.
Watch the YouTube Live Recording of Episode 434
Runner-up Titles
- So much about sheep
- Maybe Ten
- Middle mega-cap
- The data stays the same, only the story changes
- Ribbon Wall
Rundown
- Splunk
- AWS to invest up to $4B in Anthropic
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Listener Feedback
- Slack's revamped UI feels like a step in the wrong direction
- Brett’s Slack Tip: Cmd/Ctrl+Shift+S when the new Slack design lands on you. It’ll give you your Slack community sidebar back.
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