Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Founder & CEO Bond Angle, LLC

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

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<ul>
<li>New Twitter CEO is only days into her new job and there already are warning signs she and Musk are bound to clash.</li>
<li>Musk demonstrates he's not interested in anyone else actually running Twitter or making it safe for key advertisers or even breakeven.</li>
<li>Bad news for all of Twitter's stakeholders, including its wary bankers still unable to offload to investors a refi of its crushing debt.</li>
</ul>


New Twitter CEO is only days into her new job and there already are warning signs she and Musk are bound to clash.
Musk demonstrates he's not interested in anyone else actually running Twitter or making it safe for key advertisers or even breakeven.
Bad news for all of Twitter's stakeholders, including its wary bankers still unable to offload to investors a refi of its crushing debt.


Elon Musk Doesn't Want You To Get Too Attached To Twitter's New CEO

<ul>
<li>Elon Musk has killed Twitter's last and greatest value by renaming it X. As in, fill in whatever the heck it is now. </li>
<li>Twitter's strong, globally recognized brand worth had been worth much as $20 billion—its last and only valuable asset.</li>
<li>Incredibly, it gets worse. Hundreds of other companies already own rights to the X name and logo—including META and Microsoft. </li>
</ul>


Elon Musk has killed Twitter's last and greatest value by renaming it X. As in, fill in whatever the heck it is now. 
Twitter's strong, globally recognized brand worth had been worth much as $20 billion—its last and only valuable asset.
Incredibly, it gets worse. Hundreds of other companies already own rights to the X name and logo—including META and Microsoft. 


Elon Musk's Latest X-Ceptionally Bad Idea

Mostly Borrowed Ideas Deep Dives, MBI Deep Dives

MBI Deep Dives

Mostly Borrowed Ideas Deep Dives

MBI is the abbreviation for “Mostly Borrowed Ideas”. Why “Mostly Borrowed Ideas?” As a generalist, I do not have a background in any particular sector. I enjoy navigating across industries, businesses, and countries to learn, understand, and connect the dots. In any case, most ideas and innovations are incremental in nature. Very few of us are smart enough to come up with truly original or groundbreaking ideas. I am Abdullah Al-Rezwan. I was born and brought up in Bangladesh. I went to University of Dhaka for my undergrad and majored in Finance. After working three and half years in Equity Research (Sell-side) covering Financial Sector in Bangladesh, I left Bangladesh to pursue my MBA in the US. I graduated within top 10% of the class from Cornell University's two-year MBA program and worked on the buy-side following my graduation. During my time at Cornell, I won two stock pitch competitions and also became finalists in four other competitions. I thoroughly enjoyed my stint as a generalist in the US large cap team at Madison Investments and covered a wide range of companies from UnitedHealth to Amazon and Boeing before US immigration reality paused my career in investment management. As my work authorization expired, I moved to Canada in January, 2021. Then in early 2022, I was able to return to the US.

Equity Bottom-Up

Meta Platforms (Facebook) / Equity Bottom-Up

<ul><li>During the weekend, I asked my twitter followers: What do you think Facebook's DAU to MAU ratio was in 2009?</li><li>The number that got the highest votes was ~80% even though I mentioned the most recent number was ~68%.</li><li>I asked this question a couple of friends in real life too and they too picked the ~80% number.</li></ul>

During the weekend, I asked my twitter followers: What do you think Facebook's DAU to MAU ratio was in 2009?The number that got the highest votes was ~80% even though I mentioned the most recent number was ~68%.I asked this question a couple of friends in real life too and they too picked the ~80% number.

<ul>
<li>Elon Musk closed his Twitter deal Thursday as confirmed today via a filing with the SEC to delist its stock. </li>
<li>We don't know if Elon sold more Tesla to cover his cash shortfall. If not, where did he get it? </li>
<li>He also sent Tesla's engineers to assess how to fix Twitter. Like, sharing resources. Establishing synergies. Maybe creating an excuse to direct Tesla to "invest" into Twitter, as I suspected.</li>
</ul>


Elon Musk closed his Twitter deal Thursday as confirmed today via a filing with the SEC to delist its stock. 
We don't know if Elon sold more Tesla to cover his cash shortfall. If not, where did he get it? 
He also sent Tesla's engineers to assess how to fix Twitter. Like, sharing resources. Establishing synergies. Maybe creating an excuse to direct Tesla to "invest" into Twitter, as I suspected.


Elon Has "Freed" Twitter: Send The Ravens

TMT & Consumer Independent Equity Research Analyst, Obex Capital Research

Aaron Gabin

TMT & Consumer Independent Equity Research Analyst

TMT & Consumer Independent Equity Research

Obex Capital Research

“Obex” is Latin for Barriers to Entry. Obex Capital Management’s investment philosophy is driven by an intense focus on which business model’s Barriers to Entry are able to withstand the ever increasing competitive disruption in the TMT and Consumer Sectors.

<ul>
<li>How long until SNAP gets back to Zuck's original $3B buyout offer?!</li>
<li>Key negative point: US engagement dropped 5% despite user growth +4%...we think its BeReal as much as TikTok.</li>
<li>Uninvestable or Long Time Horizon? Least visibility of any major public company we've ever followed. Don't know the answer!</li>
</ul>


How long until SNAP gets back to Zuck's original $3B buyout offer?!
Key negative point: US engagement dropped 5% despite user growth +4%...we think its BeReal as much as TikTok.
Uninvestable or Long Time Horizon? Least visibility of any major public company we've ever followed. Don't know the answer!


United States

Twitter, Inc. provides online social networking and microblogging service. The Company offers users the ability to follow other users activity, read, and post tweets. Twitter serves customers worldwide.

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Twitter Inc (TWTR US)

Elon Musk Doesn't Want You To Get Too Attached To Twitter's New CEO

Linda Yaccarino was reportedly blindsided by Elon Musk's tweet announcing her as the incoming TwitterX CEO—before she had even taken the job,...

Vicki Bryan

Elon Musk's Latest X-Ceptionally Bad Idea

Elon Musk's latest boneheaded move is to dump the Twitter brand, worth as much as $20 billion, to name it "X" after his his longtime vanity...

Vicki Bryan

Meta's Moat

During the weekend, I asked my twitter followers: What do you think Facebook's DAU to MAU ratio was in 2009? The number that got the highest votes...

MBI Deep Dives

Elon Has "Freed" Twitter: Send The Ravens

Elon Musk closed his Twitter deal yesterday as confirmed today via SEC filing to delist its stock. Still no filing that Elon sold Tesla to cover...

Vicki Bryan

Snap 3Q22: Tik Tik Tik (Tok) …BOOM

3rd 30% drop in a year? Any glimmer of hope? Still growing user base...but US engagement dropped 5% despite user growth +4%...we think its BeReal...

Aaron Gabin

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