I should have averaged down a couple of days ago but this is already 25% of my portfolio 
. I’m still 1.25% away from break even after buying a too much at the top thinking an announcement was imminent.
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All you need to say @Jonny on either bloomberg or cnbc is either green eggs & spac or yes such deal 
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Let’s get a poll going
- Yes, such deal
- Green eggs & spac
0 voters
I think it’s too early for starlink and stripe valuation is too high. Plaid, transferwise or something along those lines seems more likely to me now.
Edit: basically something fintech (so not subway 
)
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@joeb im almost in the same mindset as you, I’m extremely bullish on fintech for the next decade (obviously there will be some winners and loser in this space) so I’m hoping Jackie left square to be on the PSTH board for a reason.
I still think Bill could come out with a deal for Stripe but like you said I’m happy with a good deal on something Fintech.
Obviously, if it is SpaceX / Starlink, I’ll be happy but for me the stars don’t align (
) with them going public via PSTH
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Valuation definitely matters, no point getting stripe or starlink at a ridiculous valuation. I think Bill will get the right deal good for everyone involved (hopefully not subway though but I am loving these daily posts on r psth). Looks like we are climbing to 30 again.
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Come on $30 - let’s goooooooooo!
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Probably not, Guiness is owned by Diageo (DGE.L) and they are currently looking to buy more brands not sell any.
I believe it was in reference to @joeb et.al celebrating with guinness if the announcement (if stripe) happens on St Patrick’s day (Collison brothers are Irish) 
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Yeah sorry. It was a bit of an in joke. It would be a great bit of marketing though, announcing a merger with Stripe, co-founded by a pair of Irish brothers on St Patrick’s day 
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Appears Stripe are hiring more SEC and SOX Compliance roles 
https://stripe.com/jobs/listing/finance-and-operations-auditor/2580376
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The stars had already aligned and now the solar system is starting to align too.
I thought I’d bring this up again. Fingers crossed for this week
Odd timing given my last post hit this has just popped up on Bloomberg terminals
https://www.google.co.uk/amp/s/amp.ft.com/content/b9949a88-6c09-4de5-92e7-73994bb2b62f
I think $95B would put us at 5-7% ownership if PSTH merges at that valuation
Stripe is looking more unlikely
Edit: I just can’t help but feel like this information has come out at a weird time. 9pm both UK / IRE time and 5pm NYC on a Sunday?
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It’ll probably come out in a few years that these guys just strung Bill along to keep the rumours going to help draw in more VC money.
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Seems a tad unprofessional for $600m, but who knows 
I’m about 90% confident Stripe is off the table now. I think $95B is just too much for Bill. It would also sit the deal at 3-5% below the target 10% ownership
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I just came to share the same news. The timing is very strange, I agree, and I also agree that $95b is too high.
I think I’d be more happy with Starlink than Stripe even before that valuation but the Jackie hire doesn’t sit right with that for me. I hope I’m proven wrong 
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