ADT

2 statements across 1 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 12, 2021 by Shaan Puri · across every show →

Everything said about ADT, oldest first

Mar 12, 2021 bearish

Prediction Not checkable as stated

Puri: Legacy security giants cannot build AI services and must acquire startups

“ADT and these guys, what are the other security companies, the big ones? I've looked into this before, but they're all multi-billion dollar sort of sleeping giant incumbent types that, for them to do something like this, they either have to buy you or they hav…”

Shaan Puri Mar 12, 2021 ▶ 1:21:25 MFM #160: How to Build a Paid Community Making $20M a Year

Mar 12, 2021 neutral

Assertion Supported

Selinger: ADT holds $10B in debt with a $15B-$16B enterprise value

“They have a six billion dollar market cap because they have ten billion dollars in debt. So they actually have an enterprise value of fifteen billion dollars, sixteen billion dollars.”

Dave Selinger Mar 12, 2021 ▶ 1:21:52 MFM #160: How to Build a Paid Community Making $20M a Year

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ADT

Everything said about ADT, oldest first

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