Elliott Management waged a short-lived and a successful activist campaign against Twitter, at least from the perspective of getting the company to respond. While the long-term results and the fate of Jack Dorsey as CEO are still unclear, we discuss whether Twitter's future is appealing for shareholders, what could actually be done to fix Twitter, and why this might not be the lay-up it seems.
Topics Covered:
3:00 - Activist shareholders... Elliot's involvement.
4:30 - Is the goal solely to remove Dorsey?
9:30 - What's wrong with Twitter?
15:00 - Not growing fast enough given its exposure
23:30 - About Scott Galloway
26:30 - Should/shouldn't Twitter be more like Facebook?
29:30 - Strong user base that doesn't like change
33:45 - What do you think is going to happen with Twitter in the next weeks and months?
38:00 - What would you do in your first year as CEO of Twitter?
48:30 - Facebook excels at gaining attention, how can Twitter do this better?
53:00 - Twitter has a narrower appeal than Facebook.
1:01:30 - What can a full time CEO do?
1:05:00 - Who would buy Twitter? How to add revenue?
1:23:00 - Buy at this price?
Topics Covered:
3:00 - Activist shareholders... Elliot's involvement.
4:30 - Is the goal solely to remove Dorsey?
9:30 - What's wrong with Twitter?
15:00 - Not growing fast enough given its exposure
23:30 - About Scott Galloway
26:30 - Should/shouldn't Twitter be more like Facebook?
29:30 - Strong user base that doesn't like change
33:45 - What do you think is going to happen with Twitter in the next weeks and months?
38:00 - What would you do in your first year as CEO of Twitter?
48:30 - Facebook excels at gaining attention, how can Twitter do this better?
53:00 - Twitter has a narrower appeal than Facebook.
1:01:30 - What can a full time CEO do?
1:05:00 - Who would buy Twitter? How to add revenue?
1:23:00 - Buy at this price?
Activity