We pick up this week's conversation where last week's (and so many of our past episodes left off) - what about Twitter, at this price, in this economy? We talk about the succession decision and why the set-up for the incoming CEO, intentionally set or not, is pretty attractive. We talk about Elliott Management's role in all this, and what they might be thinking about Twitter at this stage. We talk about downside and sector performance, and then we circle back to last week's discussion on the overall market volatility and why buying great companies irrespective of price can lead to more than the occasional pothole, even if the ride as a whole may turn out successful enough.
Topics Covered
2:45 minute mark – Twitter’s valuation and the set up for new CEO Parag Agarwal
8:00 - The succession decision
14:00 – Other considerations for this move
22:00 – The downside at this point for Twitter
25:00 – Elliott’s role in all of this
29:00 – Sector movements
34:00 – Market considerations
40:00 – Places to avoid
45:00 – Extreme outcomes when buying a good business
49:00 – The ongoing volatility event in the market

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