1/ Something interesting about #Squares $SQ #Afterpay $AFTP.F acquisition
/2 As of their Investor Presentation: „Square will appoint one Afterpay director as a member of the Square Board of Directors immediately following closing the deal.„
/3 Imo, it will be one of the Afterpay cofounders. Either Nicholas Molnar or Anthony Eisen. So far, both of them have been great leaders and they have proven to execute at excellence. Each of them is holding an equity stake in Afterpay of about 1.84b$.
/4 Interesting to see if Nicholas Molnar and Anthony Eisen convert their equity stake over to $SQ or if they use the merger to exit.
/5 As of my understanding @jack tries to find people who know how to run a business and who are visionaries themselves. I’m thinking of @sc and @TIDAL
~ same Energy.
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1. This thread is a quick overview of $ROKU and will cover why I am bullish on the stock and why I think it has the potential to be a 5X multi-bagger (or even beyond that) over the next 3-5 years (even at a current market cap of 60b$).
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2. Roku themselves isn’t a big threat to Netflix $NFLX or Disney, $DIS at least for now. Roku does produce some small series, but they don’t compete directly with other streaming services. In fact, they compete with a totally different group of companies.
3. They compete with other operating systems for TVs like AppleTV, ChromeOS, FireTV. ROKU is a unique Platform/OS just focused on TVs. Own the platform, and you control everything.