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Victoria Harris

👤 Speaker
1124 total appearances

Appearances Over Time

Podcast Appearances

The Curve
The richer you are… the more you love AI?

And that's how you kind of get it across.

The Curve
The richer you are… the more you love AI?

And similar businesses, I guess.

The Curve
The richer you are… the more you love AI?

Similar businesses.

The Curve
The richer you are… the more you love AI?

You could see the synergies.

The Curve
The richer you are… the more you love AI?

Yeah.

The Curve
The richer you are… the more you love AI?

This just feels very opportunistic.

The Curve
The richer you are… the more you love AI?

And the more opportunistic, the harder it is to convince shareholders.

The Curve
The richer you are… the more you love AI?

Also swallowing up a big business.

The Curve
The richer you are… the more you love AI?

The systems, the operations, we're seeing it was zero at the moment.

The Curve
The richer you are… the more you love AI?

They bought a massive payments company in the US, which was –

The Curve
The richer you are… the more you love AI?

you know, the biggest acquisition they've ever done and the digestion that it takes to, even if you've got, you know, two staff doing the same role, you have to like get rid of them.

The Curve
The richer you are… the more you love AI?

There's just so many more risks if you're buying a bigger business than integrating one that's a bit smaller.

The Curve
The richer you are… the more you love AI?

And so anyway.

The Curve
The richer you are… the more you love AI?

fake value to go and then acquire something really valuable it's quite clever it's not fake right that's that's that's how share prices move supply and demand again you know it's like that's just there was just a ton of demand in a short space of time but the share price is a reflection of the value of the company surely people at this point just want to like be the next meme stock yeah but i mean it's hard right because you yeah and it's you do have to be careful because if you go up

The Curve
The richer you are… the more you love AI?

you know, 4X your share price and then you can come down pretty quickly.

The Curve
The richer you are… the more you love AI?

But this is a really good example of why high share prices and high valued companies, it gives you options.

The Curve
The richer you are… the more you love AI?

You know, it's like if you...

The Curve
The richer you are… the more you love AI?

Well, Microsoft and your share price is doing really well.

The Curve
The richer you are… the more you love AI?

You know, the flexibility that gives you to, you know, attract good talent, buy competitors, like all of that.

The Curve
The richer you are… the more you love AI?

And you kind of get into the circle of death when your share price is falling, you're having to cut staff, you're kind of probably dipping into your cash reserve.