It is the first time that we are partnering up with Mario Gabriele, the person behind The Generalist and a frequent source of Acquired research, the S-1 Club.īefore we introduce Mario, here's a little bit about the company we are discussing today, Roblox.
Just for folks who are members of the Acquired Limited Partner program. It is the first time that we've done a show like this where we cover a full company. It is the first time that we've covered a company just before its IPO. This is a first for Acquired on a number of fronts. For anyone from The Generalist audience, I am Ben Gilbert and I'm the co-founder of Pioneer Square Labs, a startup studio and early-stage venture firm in Seattle.ĭavid: I’m David Rosenthal and I'm an angel investor based in San Francisco.īen: We are the hosts of Acquired, the podcast about great technology companies and the stories and playbooks behind them.
Thank you as well to Wilson Sonsini - You can learn more about WSGR at: īen: Hello Acquired LPs and readers of The Generalist.Thanks to Silicon Valley Bank for being our banner sponsor for Acquired Season 6.We have five honorable mentions that didn’t make our Top Ten list.It is obviously subject to change going forward from both future and past acquisition performance, as well as fluctuating stock prices. This ranking represents a point in time in history, March 2, 2020.If we made an assumption not disclosed by the parent company, we linked to the source of the reported assumption. All underlying assumptions are based on public financial disclosures unless stated otherwise.We recognize this analysis is flawed (cashflow/profit multiples are better, at least for mature companies), but given the opacity of most companies’ business unit reporting, this was the only way to apply a consistent and straightforward approach to each deal. If you have any examples you think we missed ping us on Slack or email at: We used revenue multiples to estimate the current value of the acquired company, multiplying its current estimated revenue by the market cap-to-revenue multiple of the parent company’s stock. We considered all historical acquisitions - not just technology companies - but may have overlooked some in areas that we know less well.Naspers’ investment in Tencent and Softbank/Yahoo’s investment in Alibaba are disqualified for this reason. In order to count for our list, acquisitions must be at least a majority stake in the target company (otherwise it’s just an investment).
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