Given Facebook’s valuation at $60-$100 billion , Apple’s $100 billion cash pile, Microsoft’s cash of $ 52 billion, Google’s cash of 43 billion $ , there is a lot of money floating. I am not counting Amazon as it deals with its own Fire issues.
But what is left to buy. In terms of richness of data available for data mining for better advertising- it is Twitter and LinkedIn that have the best sources of data.
and LinkedIn is worth only 9 billion dollars and Twitter is only $8.5 billion dollars. Throw in a competitive dynamic premium, and you can get 50 % of both these companies at 13 billion dollars. if owners dont want to sell 100%, well buy a big big stake.
Makes a good case- buy the company- buy the data- sell them ads- sell them better products.
What do you think?