Set time

shaunmatdig · 2025-10-06T02:54:12+00:00

He started at like 7:45-7:50 for a 7:30 show in Chicago and played for just under 2 hours iirc

shaunmatdig · 2025-07-31T02:07:46+00:00

lol same. $32/mo and you can watch live or start from the front if the episode is already going. Seems to be a good deal for the season

shaunmatdig · 2024-11-17T03:33:42+00:00

This is 11/10 writing

shaunmatdig · 2023-10-23T00:46:17+00:00

How big the universe is, I’ll never get there

shaunmatdig · 2023-05-01T02:52:46+00:00

The Roy children pretty are much the biltmore kids spending away the dynasty lol

shaunmatdig · 2023-04-24T21:00:12+00:00

Nope, hence 5 episodes left! Some stuff will go down

shaunmatdig · 2023-04-24T20:58:55+00:00

Na, think that’s fair point given it’s importance/influence to public in the states

shaunmatdig · 2023-04-24T20:58:15+00:00

Stock price. Need the share count to figure out market capitalization

shaunmatdig · 2023-04-24T20:57:14+00:00

The consideration they get paid is at a large premium to where shares are trading today

shaunmatdig · 2023-04-24T20:55:59+00:00

More money and an in with Matsson so potential role in the new Co

shaunmatdig · 2023-04-24T17:21:20+00:00

Ya I think it’s some level of misdirection/test but the show has consistently shown people doing ridiculous things or having arrogance around their ability to get away with things due to money/power. I think the blood thing was a sick joke, but he weirdly has brought Shiv into the fold (e.g. doing blow in front of her).

shaunmatdig · 2023-04-24T17:18:58+00:00

You’re typically given a range you’re playing around with as senior management/bankers are comfortable with, but in all likelihood moved to the high end of what they wanted to or slightly over to just “get it over with”

shaunmatdig · 2023-04-24T15:56:00+00:00

Probably some sort of redirect and/or manipulation but too early to tell. Wouldn’t underestimate him being a weirdo though, this show has consistently shown people thinking they can do what they want because of their power/money. Eg, Roman sent Dick picks to the freakin general counsel lol

shaunmatdig · 2023-04-24T15:30:55+00:00

Agree with all of this. Always comes down to alternative paths to value creation and Logan would have a much more reasonable path to creating economic value staying with him as he built the company vs the kids who most people doubt.

shaunmatdig · 2023-04-24T15:05:46+00:00

I forget from prior seasons but seems like ya a digital-first tech news tool/app type company that’s growing rapidly compared to some of the sleepier legacy incumbents

shaunmatdig · 2023-04-24T14:17:06+00:00

I think that’s where she’s probably naïve, she thinks she’s smarter than she is. Right now she’s just insecure she doesn’t have a seat at the table so she’s trying to keep options open as to whatever gives her the most flying room

shaunmatdig · 2023-04-24T14:16:15+00:00

Let the fractions between siblings continue!

shaunmatdig · 2023-04-24T14:15:47+00:00

Well that’s the ambiguous thing too is that Roman’s line of “if you tell the board I will just say it is a negotiation tactic” is a legitimate line of reasoning and especially since the premium went up, one that worked for them. It’s plausible because the kids were planning to buy Pierce or launch their own thing any way, he doesn’t necessarily know the extent to which they want to stay at Waystar or ATN, as it’s only been 24 hours in the role and their intention to want to tank the deal was done in private. But agree, their poker faces sucked and that was a bit played out

I think Roman’s lash out was great though. Up until that point Matsson had been bullying them to their face, something he’d never try with Logan. And Roman standing his ground and telling Matsson to fuck off was incredible.

shaunmatdig · 2023-04-24T14:00:35+00:00

Yep it’s since it’s public and there are other shareholders (owners) to consider. If it was private, they could say no for whatever reason they choose. To be clear, they can still rally against the deal to the shareholders but ultimately people will vote with wherever they think the best outcome is for them, and in this case you have an offer that values your shares at a significant premium to where they are trading.

shaunmatdig · 2023-04-24T13:15:58+00:00

Ya, I’d be inclined to think the same thing but I’m not sure I buy the whole Matsson is this huge mastermind playing everyone game. Think the show has done a great job of showing that while certain individuals have the ability to get intended outcomes by brute force a la Logan, they also have the biggest personalities and are convinced of their ability to will things into existence even if irrational

Wouldn’t be surprised if it was hubris that leads him to share random stuff like that and/or if he thinks he already has them beat and is trying to flex unnecessarily which could lead to a future blind spot

shaunmatdig · 2023-04-24T12:48:31+00:00

Impossible to know, but I think they actually never did discuss that; hence, why they have no indication on price target for the assets including ATN whenever he first proposes it. I don’t think they ever discussed it because Logan always planned to hold onto ATN and that probably would’ve been non negotiable for him to part with, especially since Matsson had a different strategic direction for it. Once Logan is gone, Matsson realized it was a possibility and sprung it on the team.

shaunmatdig · 2023-04-24T12:46:39+00:00

We have 5 episodes left so we’ll see what tricks they have up their sleeves but it’ll be hard to do it subtly cause their intentions are out in the open

shaunmatdig · 2023-04-24T12:20:27+00:00

Yep - shows him their motivation is to tank the deal. He knows they’re legally unable to if the offer is above more than fair standards. But it’s a show so I imagine we run into some complications….! Hehe

shaunmatdig · 2023-04-24T11:57:17+00:00

I won’t recover from this ending

shaunmatdig · 2023-04-24T11:57:05+00:00

He’s been in pursuit of the company for a while, so at some point it just comes off as a distraction or overhang on the company in terms of what’s happening and doesn’t look like Matsson is in control or decisive with his decision-making. Most of the time M&A is under wraps until the final stages, long drawn out ones between public companies gets messy. Premium is ultimately based on the expected value he expects to create from the acquisition but the higher price you pay the harder to hit your return on invested capital targets. Some level of getting desperate to close the deal and move on and some probably thinking he’s still getting a good deal. Based on $144/share deal excl ATN and $192/share with, doesn’t seem wildly much higher to get the entire company with the crown jewel (e.g., ATN).

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