Welcome to the second case by CaseWithFox. Today we will look at the Oracle Tiktok deal that has undergone SO MUCH turbulence recently, so much so that a lot has changed during this video edition. BUT, our goal is to create a business prompt and solve it, rather than merely telling a business story. Therefore, the M&A framework still applies here.
Time stamps here:
0:23 Case intro
1:00 Case prompt
1:08 Case background
3:07 Case framework
3:26 Company
4:27 Synergies
5:57 Risks
7:16 Other strategic issues
8:12 Further drill-down questions + conclusion
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For your interest, here is the latest development of the deal. And just as we analyzed, they are seeking a tech partnership!
Latest deal arrangement:
- President Trump approves Oracle-TikTok deal
- ByteDance spins off TikTok’s global business into a new entity headquartered in US
- The new company is still majority owned by Bytedance
- Oracle and Walmart take up to 20% stake of the new company
- Current valuation is estimated to be $50bn - $65bn
- Side agreement: ByteDance to donate $5bn to an education fund as a “transaction fee” to the US government
(source: https://www.ft.com/content/4049b902-53b7-46d6-b9f5-69d076bc5d23)
If you like this video, do click the Like button and Subscribe to us for more content. If you have any questions or feedback, let us know in the comments below.
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Content reference:
- Business Insider
- SensorTower for TikTok user downloads info
- CNBC
- Wall Street Journal
- Hootsuite
- Oracle video:
https://www.youtube.com/watch?v=jjyn0QMl0Fc
https://www.youtube.com/watch?v=CapDHd8FMTE
- TikTok video:
https://www.youtube.com/watch?v=0zdKeXh3H8s
...
https://www.youtube.com/watch?v=IcNnqXizs2Q
嗨朋友们,保证给大家带来的Podcast分享来啦~ 我本来整理了30多个Podcasts,但时间有限,这次精选出了10个,分为三个大的板块:金融,商业故事,求职,以英文播客为主。我介绍的方式是简介、优缺点、以及如何在求职中帮到大家。
最后我还分享了些心得和一个听播客的APP叫Airr,视频都是随心分享,没有任何商务合作/推广哦~
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我是小狐狸(准BB投行),和男友(MBB)一起做频道分享商业案例分析,以及投行咨询求职干货。订阅看更多视频?
1.投行终面Superday科普:
https://www.youtube.com/watch?v=pbts1cKiUfw
2. 我怎样做到投行终面百分百的通过率(全英视频)How I passed all my Investment Banking Superdays:
https://www.youtube.com/watch?v=DfzM8-WIHvU
3. HireVue示范/用英文回答商业新闻/蚂蚁上市的例子:
https://www.youtube.com/watch?v=MR__an97A-k
4. 咨询面试/市场规模估算练习(全英视频):
https://www.youtube.com/watch?v=I4045ZSUVWY
希望给大家最干的干货,最有趣的商业案例分析~ 现在入股不亏哦,订阅支持一下叭爱你萌!
————
Timestamps:
0:00 视频开始
1:26 Exchanges at Goldman Sachs
2:53 Deloitte M&A Views
3:52 Equity
5:25 Snacks Daily
6:55 Business Wars
8:04 Talks at GS
9:32 创业内幕 Startup Insider
11:16 Strategy Simplified
12:47 Wall Street Oasis
13:52 The Case Interview podcast
14:27 播客小心得
————
Welcome to another video by CaseWithFox. This video is entirely in Chinese, but the podcasts mentioned are mainly English! Today I will be sharing some of my favorite podcasts as 2020 is coming to an end. I have categorized these 10 podcasts into Finance, Business Story, and Career so there is something for everyone.
Let me know in the comments what you think about my list and what you listen to for finance and business topics.
提到的Podcast链接(Apple)
Links to the podcasts:
1. Exchanges at Goldman Sachs
https://podcasts.apple.com/us/podcast/exchanges-at-goldman-sachs/id948913991
2. Deloitte M&A Views
https://podcasts.apple.com/us/podcast/m-a-views/id1116407032
3. Equity
https://podcasts.apple.com/us/podcast/equity/id1215439780
4. Snacks Daily
https://podcasts.apple.com/us/podcast/snacks-daily/id1386234384
5. Business Wars
https://podcasts.apple.com/us/podcast/business-wars/id1335814741
6. Talks at GS
https://podcasts.apple.com/us/podcast/talks-at-gs/id1373320104
7. 创业内幕 Startup Insider
https://podcasts.apple.com/us/podcast/%E5%88%9B%E4%B8%9A%E5%86%85%E5%B9%95-startup-insider/id1448032419
8. Strategy Simplified
https://podcasts.apple.com/us/podcast/strategy-simplified/id1509069589
9.Wall Street Oasis
https://podcasts.apple.com/us/podcast/wall-street-oasis/id1463441793
...
https://www.youtube.com/watch?v=K7GBJAI9tgo
嗨朋友们,这次的案例故事讲讲最近一起劲爆的SaaS收购。Salesforce以277亿美元收购Slack,这个相信大家都用过的企业沟通软件。这支视频将分为四个章节,我会追溯Slack的成长史,增长策略到与微软的商业竞争,到最后上市和卖身Salesforce的过程。
我也会将收购部分单独做一支视频,以salesforce收购Slack的案例手把手讲解如何回答 “Talk to me about a recent deal” 类型的面试问题。
希望这期视频兼具娱乐和科普,但不知道效果如何,如果有任何想法欢迎留言反馈!
————
我是小狐狸(准BB投行),和男友(MBB)一起做频道分享商业案例分析,以及投行咨询求职干货。订阅看更多视频?
1.投行终面Superday科普:
https://www.youtube.com/watch?v=pbts1cKiUfw
2. 我怎样做到投行终面百分百的通过率(全英视频)How I passed all my Investment Banking Superdays:
https://www.youtube.com/watch?v=DfzM8-WIHvU
3. HireVue示范/用英文回答商业新闻/蚂蚁上市的例子:
https://www.youtube.com/watch?v=MR__an97A-k
4. 咨询面试/市场规模估算练习(全英视频):
https://www.youtube.com/watch?v=I4045ZSUVWY
希望给大家最干的干货,最有趣的商业案例分析~ 现在入股不亏哦,订阅支持一下叭爱你萌!
————
Timestamps:
0:00 视频开始
1:08 第一章:游戏少年误打误撞
4:45 第二章:增长迅猛引来劲敌
12:30 第三章:“任性”上市不及预期
15:29 第四章:卖身Salesforce,何为synergy?
————
Welcome to another business case by CaseWithFox. Today we will be talking about the acquisition of Slack by Salesforce. In this video, we will explore the origins of Slack, its growth strategy, and how it went head-to-head with Microsoft Teams, as well as the Direct Listing and eventual sales to Salesforce.
Also, I will be doing a separate video on the acquisition component, as part of the playlist on how to tackle investment banking interviews. If you are interested, please subscribe and stay tuned for the next one.
...
https://www.youtube.com/watch?v=ac2H_B3Wo3o