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18 April 2020, 10:57 PM
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#1 |
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"TRF" Member
Join Date: Jan 2020
Real Name: KP Jimmy
Location: Singapore
Watch: R/AP/FPJ/Hermès/et
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New Accounting Term EBITDAC
 Sent from my iPhone using Tapatalk
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18 April 2020, 11:13 PM
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Join Date: Oct 2019
Location: Vancouver
Posts: 1,982
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Still makes more sense than WeWork's "community adjusted ebitda"
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19 April 2020, 12:42 AM
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"TRF" Member
Join Date: Mar 2016
Location: UK
Posts: 274
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19 April 2020, 01:06 AM
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#4 | |
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"TRF" Member
Join Date: Jan 2020
Real Name: KP Jimmy
Location: Singapore
Watch: R/AP/FPJ/Hermès/et
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Quote:
Precisely why everyone that got burnt on that doomed IPO, had it coming. Sent from my iPhone using Tapatalk
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19 April 2020, 01:34 AM
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2024 SubLV41 Pledge Member
Join Date: Dec 2010
Real Name: PaulG
Location: Georgia
Posts: 42,016
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Quote:
WeWork never went public. It was in trouble last Fall and was withdrawn. Sent from my iPhone using Tapatalk Pro
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19 April 2020, 11:07 AM
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#6 | |
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"TRF" Member
Join Date: Jan 2020
Real Name: KP Jimmy
Location: Singapore
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Quote:
Yes I know Paul. But SoftBank got burnt and they had it coming. Sent from my iPhone using Tapatalk
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19 April 2020, 11:22 AM
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2024 SubLV41 Pledge Member
Join Date: Dec 2010
Real Name: PaulG
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Quote:
OK - misunderstood your post. Why the dislike of Masayoshi Son and/or the Vision Fund? Sent from my iPhone using Tapatalk Pro
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19 April 2020, 11:39 AM
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#8 | |
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"TRF" Member
Join Date: Jan 2020
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Quote:
I believe that their due diligence process is a joke, and they’re making dubious investment decisions. Look at the amounts he’s thrown into some really questionable and frankly ridiculous ventures like the robot pizza thing or the dog walking guys - and there’s more. Plus I’ve seen what they’re doing with Oyo and that’s going to be another WeWork if it’s not already. And stories from the previous CEO’s circle, who exited a few years ago after a falling out with Son and Mishra. Sent from my iPhone using Tapatalk
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19 April 2020, 11:44 AM
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#9 |
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2024 SubLV41 Pledge Member
Join Date: Dec 2010
Real Name: PaulG
Location: Georgia
Posts: 42,016
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You’re probably right about the due diligence part.
I did startups within my corporate employer - even with the best vetting we batted .250 on new ventures. Emerging tech and Gig economy will prolly bat beneath that. Maybe 1 in 20 will be Babe Ruth. So you just spread the investment pool around and see which green shoots grow and which wither away. I do agree that WeWork was a bet that didn’t play out. Sent from my iPhone using Tapatalk Pro
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19 April 2020, 12:15 PM
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#10 | |
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"TRF" Member
Join Date: Jan 2020
Real Name: KP Jimmy
Location: Singapore
Watch: R/AP/FPJ/Hermès/et
Posts: 6,597
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Quote:
Well said. I missed buying the dip on the SoftBank stock, that hurts LOL Sent from my iPhone using Tapatalk
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