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@27XVII "While giving a presentation this week I was asked about the potential returns drivers / growth levers on the Electronic Arts deal. Im by no means a gaming expert but Ive always found it interesting that the price of certain EA games have not materially changed over the past XX years. If pricing had grown at an inflationary level they would have more than doubled"
X Link @27XVII 2025-10-04T17:44Z 6181 followers, 5818 engagements

"I've gotten some question around $PAR as a potential acquisition by TB for Olo. For companies with a mix of software and payments revenue the right way to think about valuation is around gross profit multiples. The Olo fairness opinion is a great reference point and was focused on GP multiples. Depending on how you look at the Olo acquisition price - it was approximately 10x GP which is close to where $PAR is today. For reference alot of people believe $TOST to be a better business then both. It currently trades at 14x GP. Obviously you need to understand revenue mix which depending on the"
X Link @27XVII 2025-09-25T18:27Z 6181 followers, 3048 engagements

"Share price up more than X% right after this was posted. That's the market we're in"
X Link @27XVII 2025-10-13T19:46Z 6181 followers, 9787 engagements