Deirdre BosaVerified account

@dee_bosa

Pronounced Dear-dra (formerly Wang Morris). Asia, Europe, now holding down at 1Market. Leafs fan 🇨🇦

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Joined March 2011
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  1. Pinned Tweet
    May 8

    🚨NEW (from a source) tonight Uber CEO sent an email to employees about shifting landscape titled "the next (best) chapter" some key pts: - mkt is experiencing a seismic shift, we need to react accordingly - Goalposts have changed- all about FCF 1/x

    114 replies 431 retweets 2,883 likes
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  2. 2 hours ago

    last time Orlando was on he said "everyone needs to get the memo that the market has changed and you need to be highly profitable and show that wile growing your business" who got the memo?

    Happening now! goes live on with , & 📺
    1 reply 2 retweets 4 likes
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  3. Retweeted
    23 hours ago

    The Chinese business was important enough that Airbnb put one of the cofounders in charge of it. But it was always complicated to manage, and ongoing covid restrictions and lockdowns made it worse. So Airbnb's getting out, sources tell .

    2 replies 8 retweets 14 likes
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  4. 23 hours ago

    will refocus efforts efforts in China on outbound travel opportunity China stays have accounted for approx 1% of revenue over the last few years… am told that overlap between Airbnb’s outbound and domestic businesses was not strong

    2 replies 11 retweets 58 likes
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  5. 23 hours ago

    Tough competition from Chinese co’s likely a factor. Tujia, Xiaozhu operate within super apps (i.e. cost of acquisition way lower) Plus we’ve seen this story before. Twitter, Google, Facebook & many other American co’s have been humbled by China and its unlevel playing field

    6 replies 18 retweets 94 likes
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  6. 23 hours ago

    🚨BREAKING: Airbnb to shut China business: sources All listings in mainland China will be taken off platform this summer. Co will maintain an office in Beijing Sources tell me China biz was costly & complex to operate…pandemic worsened issues & heightened impact 1/x

    26 replies 174 retweets 784 likes
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  7. Retweeted
    May 20

    In April, Elon Musk filed a bid with the SEC to buy Twitter for $44 billion. A lot has happened since then. 's and break down the full timeline of the Elon Musk-Twitter takeover saga.

    A timeline of the Elon Musk-Twitter takeover saga
    7 replies 8 retweets 21 likes
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  8. May 20

    why are amazon shares getting hit harder than other megacaps? here's one reason. cash is king in this sell off. h/t

    12 replies 11 retweets 36 likes
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  9. May 20

    oof. this state of venture report from but as bad as numbers look, could get a lot worse. a 13% drop in venture funding only brings us back to 2020

    6 replies 6 retweets 23 likes
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  10. May 19

    could we see more buybacks from gig/shared economy companies? airbnb is FCF+ and $9.3b in cash & cash equivalents. uber expects to be FCF+ this yr and $4.2b in cash

    11 replies 2 retweets 90 likes
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  11. May 19

    plus... tech companies pay employees in part equity but RSUs dilute shareholders. A buyback helps offset annual dilution from RSUs is ~4% right now. This buyback would bring it closer to 2%, depending on stock fluctuations

    5 replies 3 retweets 94 likes
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  12. May 19

    As volatility roils markets - esp nonprofitable tech -notable that has the cash to continue to invest *and* return capital to shareholders others are taking a different route and scaling back

    2 replies 76 likes
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  13. May 19

    most co's in this space lose a lot of $$. Take Uber -its lost nearly $27b since 2017 (!) Lyft is still losing $$ each quarter too ($230m last qtr alone) Dash is losing money too -but a lot less and has had free cash flow for last 2 yrs

    3. Uber loses a lot of money. Like, a LOT of money. Since Q1 2017, Uber's total net income (loss) is -$24.7bn. This is like losing the equivalent of: -The market cap of Delta Air Lines -The GDP of El Salvador -365,812x the U.S. median household income
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    7 replies 1 retweet 88 likes
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  14. May 19

    🚨breaking: Doordash authorizes buyback of up to $400m shares Why is this interesting/important? is a growth company in the gig economy - i.e. not one that many would expect to return capital to shareholders. 1/x

    58 replies 94 retweets 1,213 likes
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  15. May 19

    if anyone has data on how bitcoin usage in El Salvador has "exploded", I'd love to see it I was looking referring to this in our convo w today

    8 replies 1 retweet 34 likes
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  16. May 19

    what can i say... i like numbers

    31 replies 12 retweets 105 likes
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  17. Retweeted
    May 19

    If runaway inflation is destroying the profitability of the largest, best-managed U.S. companies, good luck to everyone else

    6 replies 21 retweets 71 likes
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  18. May 19

    still, $20b in commercial paper is $20b in CP. and we don't know where its from. also, hard to trust something that looks, acts and pretty much is a money market fund but w none of the checks & balances

    1 reply 3 retweets 10 likes
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  19. May 19

    new asset breakdown (still no audit) not crazy to think that as its mkt cap grew, yield became easier to earn & it cleaned up the backend (more cash) timing is key. USDT grew & adjusted its reserves before the market fell apart. other stablecoins were too late?

    10 replies 4 retweets 29 likes
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  20. May 18

    Damn. Switched from Similac to Target Up & Up brand just before baby switched to powder. Turns out powdered ones I bought are part of the recall. Officially on my last container of safe formula. Pretty unreal that moms are dealing with this.

    26 replies 9 retweets 138 likes
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  21. May 18

    Morgan Stanley last week: 's estimated $6bn spend on "other bets" should be the next area of discipline Bezos:

    I have this old 2006 BusinessWeek framed as a reminder. The “risky bet” that Wall Street disliked was AWS, which generated revenue of more than $62 billion last year.
    2 replies 5 retweets 52 likes
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