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I’ve never seen anything good come out of PE delisting like this. Someone please correct me if I’m wrong.



X formerly twitter was one of the biggest LBO in history which is typically the process PE companies acquire companies as well. Priority is to increase margin, because the leverage comes from loan and debt servicing & principal repayment are pretty big sums. Its done capex reduction. Easiest way to do it is to reduce labor cost. X went from >7000 to ~1500(I may be off on numbers) Another is to increase revenue, so twitter blue(a subscription) and increasing incentives to be on twitter blue(no ads, potential account growth because you are shown up on follow list, no or less throttle on number of posts in feed).


Sir, this is a Wendy's.




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