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buying Caviar is still maybe the weirdest thing Square ever did
— Casey Newton (@CaseyNewton) August 1, 2019
always wonder --> in unproven food and ride-hailing it would seem that the acquirer has an incentive to pay up because it creates a high implied valuation for the category of which they're a member -- even though obviously acquirers typically want to spend less https://t.co/uviHGp5YHy
— Eric Newcomer (@EricNewcomer) August 1, 2019
maybe it’s because jack doesn’t eat food
— Erik Linden (@lindentreegroup) August 1, 2019
I like Caviar but it’s so expensive (both the actual food and the app)
— Alex Heath (@alexeheath) August 1, 2019
.@Square has discussed selling @Caviar for most of the time it has owned the darn app.https://t.co/IwkHa0ADut
— Amir Efrati (@amir) August 1, 2019
Incredible that @Square reaped a more than 4x return on Caviar, which they were never quite able to integrate into their SMB operating system... https://t.co/3bm7XtxP8N
— Mike Dudas (@mdudas) August 1, 2019
DoorDash acquires Caviar for $410 million in 2019 after Square originally acquired it for ~$90 million in 2014. Today, DoorDash is consistently the #1 Food & Drink app on the App Store and they get to bring on @gokulr to boot. Congrats to all involved! https://t.co/g74Evj2S8l
— Cristina Cordova (@cjc) August 1, 2019
Square gets almost 10x return on Caviar in 5 years https://t.co/v5yZ19fEPi pic.twitter.com/mVqagR4NCg
— Ari Levy (@levynews) August 1, 2019
DoorDash buying Caviar isn’t the industry consolidation I was expecting.
— Biz Carson (@bizcarson) August 1, 2019
Wow. @DoorDash acquired @Caviar from Square. The last two weeks have been crazy with acquisitions! https://t.co/Ifregaz2Pa
— Julie Littman (@julie_littman) August 1, 2019
Wow, DoorDash is buying Caviar for $410 million.https://t.co/avmD4ie7o6
— Teddy Schleifer (@teddyschleifer) August 1, 2019
DoorDash acquires Caviar?! Wow. Big Move. Nice... https://t.co/wYxfyJaI4x
— Arianna McClain (@ariannamcclain) August 1, 2019
DoorDash buying Caviar for ~136 million withheld $3 tipshttps://t.co/YjUujHPpe0
— Packy McCormick (@packyM) August 1, 2019
スクエア決算
— 米国株 決算マン (@KessanMan) August 1, 2019
Square (NYSE:SQ) Q2'19
EPS(Non-GAAP) $0.21 予想 +$0.05
売上 $563M (+46.2% Y/Y) 予想 +$5.33M
スクエアが傘下のフードデリバリーCaviarをDoorDashに売却
ガイダンスが市場予想以下で株価は時間外で-8.6%https://t.co/0wdvgjXw9J pic.twitter.com/CDre4LsrQB
$SQ reported "total net revenue grew 44% year over year to $1.17B" plus it sold Caviar, its food delivery service, for $410M to DoorDash. Personal story, I had the opportunity to invest in Caviar's seed round at ~$10M valuation, but didn't take it... ?https://t.co/IV5mBOQ5mh pic.twitter.com/nOeflQ0vkb
— HedgeMind (@HedgeMind) August 1, 2019
.@doordash buying Caviar from @square is unexpected. Doing so in cash and stock for $410m is surprising. @gokulr going to @DoorDash is ?. There's a tired / wired / inspired joke in here somewhere...congrats to all! https://t.co/44W646YuJC
— Rishi Taparia (@taps) August 1, 2019
$90M to $410M of cash and preferred DoorDash stock in 5 years, thats not a bad return!https://t.co/5c0ljwos9e
— Mengxi Lu (@mengxilu) August 1, 2019
Congrats to @gokulr and team on the acquisition of Caviar by DoorDash for $410 million https://t.co/XyauMyCoKt
— Sachin Rekhi (@sachinrekhi) August 1, 2019
I just screamed “FUUUUUUCK” in the middle of Bryant Park upon hearing this. $SQ https://t.co/zQRT4bF2fi
— Barb Leung (@barb_leung) August 1, 2019
DoorDash가 4 억 1000 만 달러로 라이벌 캐비어를 구입 https://t.co/ZGeCfs6QNU
— editoy (@editoy) August 2, 2019
Doordash is buying Caviar for $410 million https://t.co/SLNlqfu7YT
— Sam Ro ? (@SamRo) August 1, 2019
Consolidation has begun in the delivery space $SQ $GRUB, biggest hit is to Grubhub/Seamless. Next to go @Postmates? https://t.co/YfdB2v0n4K
— Ryan M Craver (@ryanmcraver) August 2, 2019
Therapist: what do we do when our stock is overvalued?
— Infant VC (@InfantVC) August 1, 2019
DoorDash: buy Caviar for $410 million
Therapist: n..
DoorDash: https://t.co/4ElnL3bzTu