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The Twitter Endgame, Again: Logic & Legality

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Manage episode 329565155 series 2964575
Content provided by Shortman Studios. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shortman Studios or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In part two of our recording this week, we get to Elon Musk and Twitter. Both because how can we not at this point, as the drama continues to unfurl, and also because Akram makes the case for this as a good merger arb play given the strength of contract law. We talk about whether Musk can work his way out of this and why Akram thinks he can’t, and what the next steps of the saga should be, along with a whole lot more.

Topics Covered
  • 3:00 minute mark - The logical aspects of the Twitter case
  • 13:30 - Twitter's setting up to go the distance, and the bots issue
  • 30:00 - How material is the bots case
  • 35:00 - What are the next steps, and the role of the equity partners
  • 43:00 - Past precedents
  • 50:00 - The outstanding risks to Twitter as a company and to Tesla as a stock
  • 1:00:00 - Quick comments on the retail sector
  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 329565155 series 2964575
Content provided by Shortman Studios. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shortman Studios or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In part two of our recording this week, we get to Elon Musk and Twitter. Both because how can we not at this point, as the drama continues to unfurl, and also because Akram makes the case for this as a good merger arb play given the strength of contract law. We talk about whether Musk can work his way out of this and why Akram thinks he can’t, and what the next steps of the saga should be, along with a whole lot more.

Topics Covered
  • 3:00 minute mark - The logical aspects of the Twitter case
  • 13:30 - Twitter's setting up to go the distance, and the bots issue
  • 30:00 - How material is the bots case
  • 35:00 - What are the next steps, and the role of the equity partners
  • 43:00 - Past precedents
  • 50:00 - The outstanding risks to Twitter as a company and to Tesla as a stock
  • 1:00:00 - Quick comments on the retail sector
  continue reading

100 episodes

All episodes

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