David Rosenthal: uncertainty

Transcript context

…Sees the opportunity, but $50 million for something that makes 2 million a year? How much did Facebook acquire Push Pop Press for? We don’t know, but a lot less than that. Yeah. Midroll is a D for me. Of the two companies, Midroll is definitely my favorite, but God, that’s a high price tag. Stitcher, could they have bought anything else, I mean if there’s another podcast client out there? I guess Stitcher already has this ad pipeline built in that they wouldn’t have to sort of do themselves, but to me, just pointing Midroll’s ad sales at Stitcher, I have more faith in that as sort of a small business than I do of them executing the large opportunity of creating the top to bottom ecosystem successfully. So I’d say, I’d go a B on the Stitcher acquisition just because they’ve already got Midroll and they can point those ads into Stitcher and I’m sure make some money out of it and get their 4.5 million out. But I don’t think they were going to pull this big shebang off.…

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