What is $DJT ACTUALLY WORTH? #stocks #media #trump #allinpodcast
Ask about All-In Podcast
Episode Description
Full episode: https://youtu.be/4t4YkHSTZbw
Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg
Follow on X: https://twitter.com/theallinpod
Follow on Instagram: https://www.instagram.com/theallinpod
Follow on TikTok: https://www.tiktok.com/@all_in_tok
Follow on LinkedIn: https://www.linkedin.com/company/allinpod
Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg
Intro Video Credit: https://twitter.com/TheZachEffect
Brief Summary
The episode critiques the valuation of a company tied to Donald Trump's brand and its actual worth.
Key points
- Valuation of Trump's Brand. The discussion revolves around the valuation of Donald Trump's brand and associated assets.
- What's Included in the Deal?. Questions arise about what assets are actually included in the purchase of Trump's brand.
Transcript
actual value of this company with 4 million in yearly Revenue if you really want it to be absolutely insane and give it a 100x valuation it's worth 400 million whatever Goodwill Donald Trump's likeness is maybe that's another 500 million but you'll lose a large amount of money I predict if you buy this the stock market bases things ultimately on earnings and profits and so what is included in this is key if he does another TV show and it becomes a hit again is that included in this no if he has another building or his buildings included in this no the golf course is included is no what's included in this deal when you buy djt is apparently just a really no you're right J crazy social
network that nobody uses so just be clear what you're buying you're right the more sophisticated version of this Trading Card analogy would be if Donald Trump contributed his brand licensing Revenue in perpetuity to the asset and then it really is a longitudinal forward bet on the Trump name yeah





