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

<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>Unlike every other (far larger &amp; richer) social media site, Elon Musk has declared war on Substack and anyone who dares post there as well as on Twitter. </li>
<li>It's the kind of petty retaliation he's well known for, and a stunt he could repeat against any publishing platform that displeases him for any reason.</li>
<li>His bullying will continue until morale improves. Or until he achieves universal adoration, whichever comes first.</li>
</ul>


Unlike every other (far larger &amp; richer) social media site, Elon Musk has declared war on Substack and anyone who dares post there as well as on Twitter. 
It's the kind of petty retaliation he's well known for, and a stunt he could repeat against any publishing platform that displeases him for any reason.
His bullying will continue until morale improves. Or until he achieves universal adoration, whichever comes first.


<ul>
<li>Elon Musk recently told employees Twitter's equity is now worth $20 billion, substantially less than what he paid in October. </li>
<li>Good luck with that. I suspect Twitter's enterprise value may not even cover more than its more than $13 billion in debt.</li>
<li>If so, what is really going on with Twitter why is Elon stretching the numbers?</li>
</ul>


Elon Musk recently told employees Twitter's equity is now worth $20 billion, substantially less than what he paid in October. 
Good luck with that. I suspect Twitter's enterprise value may not even cover more than its more than $13 billion in debt.
If so, what is really going on with Twitter why is Elon stretching the numbers?


Twitter Equity Worth $20 Billion? Guess Again

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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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...

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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 Is Scared Poopless Of Us

Unlike every other (far larger & richer) social media site, Elon Musk declared war on Substack and anyone who dares post there as well as on...

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Twitter Equity Worth $20 Billion? Guess Again

Elon Musk recently told employees Twitter is now worth $20 billion, less than half what he paid. Good luck with that. I suspect its EV may not even...

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