board

Hedge fund Blackwells Capital will nominate 3 directors to Disney’s board to support the CEO. (0:15) Bitcoin sees a sharp early plunge. (2:27) U.S. national debt tops $34 trillion. (3:49)

Show Notes
Megacap rout in January is now consensus - BofA
Job openings fall more than expected in November - JOLTS report

Episode transcripts seekingalpha.com/wsb.
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0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros

3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more

30:50 Core issues of Elon vs. Twitter, analyzing reactions, breaking down Twitter's revenue per employee

43:10 Free speech and Twitter, predictions for how this saga ends, business film recommendations

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Follow the pod:

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/elonmusk/status/1514564966564651008

https://www.prnewswire.com/news-releases/twitter-adopts-limited-duration-shareholder-rights-plan-enabling-all-shareholders-to-realize-full-value-of-company-301526627.html

https://en.wikipedia.org/wiki/Revlon,_Inc._v._MacAndrews_%26_Forbes_Holdings,_Inc.

https://www.sec.gov/Archives/edgar/data/0001418091/000110465922045641/tm2212748d1_sc13da.htm

https://www.google.com/finance/quote/TWTR:NYSE

https://twitter.com/DefiantLs/status/1514738236207337477

https://twitter.com/jeffjarvis/status/1514578609754812419

https://twitter.com/maxboot/status/1514570168730636290

https://www.google.com/finance/quote/SPY:NYSEARCA

https://www.google.com/finance/quote/TSLA:NASDAQ

https://twitter.com/DefiantLs/status/1514738236207337477

https://twitter.com/auronmacintyre/status/1514653963408318474

https://www.google.com/finance/quote/ATVI:NASDAQ