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VOICE ARCHIVE

Jonathan Ferro

@ferrotv
14 posts
2023-03-10
“SIVB is worst case. The core issue at SIVB... is a lack of funding diversification. Most SIVB deposits are from VC, which has its issues. To us, the larger the bank, the more diversified the funding” Wells Fargo's Mike Mayo
2023-03-10 View on X
Bloomberg

Email: VC firm Greenoaks warned founders of potential problems at SVB in November 2022; a source says over 12 portfolio companies withdrew ~$1B in recent months

Venture investment firm Greenoaks Capital Partners warned its startup founders of potential problems at SVB Financial Group's Silicon Valley Bank …

“SIVB is worst case. The core issue at SIVB... is a lack of funding diversification. Most SIVB deposits are from VC, which has its issues. To us, the larger the bank, the more diversified the funding” Wells Fargo's Mike Mayo
2023-03-10 View on X
Financial Times

Silicon Valley Bank launches a $2.25B share sale after losing ~$1.8B on its ~$21B of US Treasuries and mortgage-backed securities

Technology-focused lender suffered loss on $21bn portfolio of Treasuries and mortgage-backed securities  —  Silicon Valley Bank has launched a $2.25bn share sale …

2022-10-05
“They promised a maximum interest rate of about 11.75% on the unsecured bond portion, Bloomberg reported, but CCC debt now trades on average at around 15%, according to Bloomberg data” @LivRaiReports https://www.bloomberg.com/... https://twitter.com/...
2022-10-05 View on X
Bloomberg

SEC filing: in a letter to Twitter, Elon Musk revives his original bid for $54.20 per share, aiming to avoid a courtroom fight

Elon Musk is proposing to buy Twitter Inc. for the original offer price of $54.20 a share, Bloomberg News reports.Musk made the proposal in a letter to Twitter …

“They promised a maximum interest rate of about 11.75% on the unsecured bond portion, Bloomberg reported, but CCC debt now trades on average at around 15%, according to Bloomberg data” @LivRaiReports https://www.bloomberg.com/... https://twitter.com/...
2022-10-05 View on X
Bloomberg

Elon Musk's revived $44B Twitter acquisition could rely on $12.5B from banks at a time when offloading risky debt is difficult, potentially leading to losses

Bloomberg :

2022-04-05
Twitter to appoint Elon Musk to the board of directors https://twitter.com/...
2022-04-05 View on X
CNBC

Twitter appoints Elon Musk to its board after Musk purchased a 9.2% stake in the company; Musk cannot own more than 14.9% of Twitter while on the board

- Elon Musk will join Twitter's board of directors after taking a 9.2% stake in the social media company, according to a release filed with the SEC.

2022-03-10
Amazon delivering a 20-for-1 stock split and a $10bln buyback https://twitter.com/...
2022-03-10 View on X
CNBC

Amazon's board of directors approve a 20-for-1 stock split and Amazon says it plans to buy back up to $10B in shares; stock rises 6% after hours

Market summary: 📊  —  Another excellent … Robert Hum / CNBC : Amazon stock split could set it up for being included in the Dow Industrials Tim Levin / Insider : Amazon surges after...

2022-02-03
Meta EPS misses User growth falls short Revenue forecast misses Mega-cap companies behaving like penny stocks. Brutal 👇 https://twitter.com/...
2022-02-03 View on X
CNBC

Meta beats with Q4 revenue of $33.67B vs. $33.4B est., up 20% YoY, 2.91B MAUs, up 4% YoY, but misses with EPS of $3.67 vs. $3.84 est.; stock down 20%+

- Facebook earnings came in below expectations for the fourth quarter, and the company said numerous challenges are ahead in the first quarter.

2020-09-15
This is looking more like the kind of partnership/deal China pushed on foreign companies to gain access to the mainland. After decades of hoping/expecting China will become more like the US, elements of US biz are arguably taking on Chinese characteristics. https://twitter.com/...
2020-09-15 View on X
CNBC

Oracle confirms it is part of a proposal submitted by ByteDance to the US Treasury to become TikTok's “trusted technology provider”

Jordan Novet / CNBC :

This is looking more like the kind of partnership/deal China pushed on foreign companies to gain access to the mainland. After decades of hoping/expecting China will become more like the US, elements of US biz are arguably taking on Chinese characteristics. https://twitter.com/...
2020-09-15 View on X
The Verge

In an open letter to CFIUS, Senator Josh Hawley says US should reject Oracle-ByteDance collaboration citing national security grounds and calls for a full sale

The deal is ‘completely unacceptable,’ Hawley says  —  Sen. Josh Hawley is publicly calling on the Treasury Department …

2020-08-13
“More than a dozen major U.S. multinational companies raised concerns in a call with White House officials Tuesday about the potentially broad scope and impact of Mr. Trump's executive order targeting WeChat...” https://www.wsj.com/...
2020-08-13 View on X
Wall Street Journal

Sources: Apple, Disney, and others participated in a White House call over the potential WeChat ban, arguing it could undermine their competitiveness in China

Companies including Apple, Disney and Walmart participate in call with White House over action against China's most important app

2020-06-28
Joining Verizon and others, which will likely put pressure on their competition to do the same thing. This one can snowball quick... https://twitter.com/...
2020-06-28 View on X
CNN

With top 100 brands contributing only an estimated 6% of Facebook's revenue and Zuckerberg's voting control over the company, ad boycott's impact may be limited

(CNN)For years, Facebook (FB) has been viewed as one of the only truly indispensable digital advertising platforms for big …

Joining Verizon and others, which will likely put pressure on their competition to do the same thing. This one can snowball quick... https://twitter.com/...
2020-06-28 View on X
Wall Street Journal

Unilever says it will halt US advertising on Facebook and Twitter for at least the remainder of 2020, citing hate speech and divisive content on the platforms

to the point where it has de-indexed entire countries rather than do so — but that dam broke this week. Why? https://www.cjr.org/... Alexia Bonatsos / @alexia : Facebook on the oth...

2020-06-27
Joining Verizon and others, which will likely put pressure on their competition to do the same thing. This one can snowball quick... https://twitter.com/...
2020-06-27 View on X
Mark Zuckerberg

Zuckerberg says Facebook will now label content that violates its rules but was left up because it was deemed newsworthy and of public interest

Three weeks ago, I committed to reviewing our policies ahead of the 2020 elections.  That work is ongoing, but today I want to share some new policies …

Joining Verizon and others, which will likely put pressure on their competition to do the same thing. This one can snowball quick... https://twitter.com/...
2020-06-27 View on X
Wall Street Journal

Unilever says it will halt US advertising on Facebook and Twitter for at least the remainder of 2020, citing hate speech and divisive content on the platforms

like @NAACP — and Internet activists, namely @slpng_giants, who have figured out how to leverage social media to trigger corporate action. That's new. https://twitter.com/... Tyler...