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@GlenKacher
"Time for Anthropic to go public. Large capital raises are made for the public equity market"
X Link @GlenKacher 2025-10-21T01:32Z 7989 followers, 4055 engagements
"$BILL is cutting its workforce by X% following its commitment to to activist Starboards path to the rule of XX. Analysts are expecting XX% operating margins and given 12-13% consensus revenue growth there is 1000+ bp (10 percentage points) of potential upside to operating profitability going forward"
X Link @GlenKacher 2025-10-17T17:05Z 7989 followers, 1303 engagements
"$BILL is cutting its workforce by X% following its commitment to to activist Starboards path to the rule of XX. Analysts are expecting XX% operating margins and given 12-13% consensus revenue growth there is 1000+ bp (10 percentage points) of potential upside to operating profitability going forward"
X Link @GlenKacher 2025-10-17T17:13Z 7989 followers, 6106 engagements
"Starboard Value released a presentation on $BILL comparing the opportunity for to improv margins on the path to the Rule of XX vs. prior Starboard engagements with software companies"
X Link @GlenKacher 2025-10-23T14:37Z 7990 followers, 1204 engagements