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0 pointsdannyw3y ago0 comments

At one point Peloton had a market cap of $60B; was that 35B real?

At this point, does SVB have positive brand value anymore, or are they negative?

0 comments

This reminds me a lot of the american express crisis that led berkshire hathaway to buy in 1998.

SVB has positive brand value and (much more importantly) positive book value. At $16bn market cap EOD two days ago, they are also a relative minnow in the banking world.

This slip-up is tarnishing to their management, but the main side-effect is that it makes them a prime acquisition target.

j / k navigate · click thread line to collapse

0 pointsdannyw3y ago0 comments

At one point Peloton had a market cap of $60B; was that 35B real?

At this point, does SVB have positive brand value anymore, or are they negative?

0 comments

gen2203y ago

This reminds me a lot of the american express crisis that led berkshire hathaway to buy in 1998.

SVB has positive brand value and (much more importantly) positive book value. At $16bn market cap EOD two days ago, they are also a relative minnow in the banking world.

This slip-up is tarnishing to their management, but the main side-effect is that it makes them a prime acquisition target.

j / k navigate · click thread line to collapse