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In Snap IPO, New Investors to Get Zero Votes While Founders Keep Control

81 pointsby flinnerover 8 years ago

7 comments

kevinpetover 8 years ago
Relevant information:<p>Alphabet: GOOG (non-voting class C) closed Friday at a 2.8% discount from GOOGL (1x voting class A)<p>Zillow: Z (non-voting class C) closed Friday at 1.1% discount from ZG (voting class A).
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xwowsersxover 8 years ago
I was just thinking about Snap the other day.<p>Social media platforms seem to be pretty fickle. Of course there are a couple of behemoths such as FB who don&#x27;t seem to be going anywhere anytime soon, but how does a company like Snap create a moat around their business or keep it defensible long-term?<p>Please don&#x27;t take my question to mean that I don&#x27;t see the product&#x2F;company as compelling. I don&#x27;t personally use Snap (when I did a little bit, I enjoyed it), but I guess I just don&#x27;t understand how to valuate a company like this. Is it mostly branding wherein, somehow someway, they&#x27;ve managed to completely own a certain demographic (here it seems 25 year-olds and under) and they are, therefore, seen as a new medium&#x2F;platform where brands will be putting a lot of their ad spend?<p>Forgive the rant, just wondering how people think about this.
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PhilWrightover 8 years ago
I have to say it feels like the founders want to have their cake and eat it. They want the money that comes from an IPO but they don&#x27;t want to give up any control. Facebook is the same, Zuckerberg has the majority of the voting shares but a lot less than 50% of actual shareholding. This seems to be becoming increasing common with tech start ups.<p>If you want others to invest and take on a financial risk then they should get an equal and fair voting share. If I was the stock exchange I would ban this kind of crap.
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siavoshover 8 years ago
Curious if this is part of a larger trend in IPOs across industries? And if something is driving it other than unique founder celebrity status&#x27;.<p>And if I were to make a bit of a leap, if this is an anti-democratic trend we&#x27;re witnessing.
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pfarnsworthover 8 years ago
A stock with no voting power and no dividends is entirely worthless. You&#x27;re basically just giving your money away to the company.<p>It&#x27;s akin to buying shares in The Green Bay Packers, where fans can buy ceremonial shares of the Packers, with absolutely no value.<p>I don&#x27;t understand why you would buy a share like this, besides relying on the Greater Fool theory to make money. It&#x27;s essentially like buying a collectible like a baseball card and hoping that you can sell it to some other fool at a later time.
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karpodiemover 8 years ago
Snapchat is the next Twitter (wrt financial performance)
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maverick_icemanover 8 years ago
Non-paywalled version: <a href="http:&#x2F;&#x2F;www.theaustralian.com.au&#x2F;business&#x2F;wall-street-journal&#x2F;in-snap-ipo-new-investors-to-get-zero-votes-while-founders-keep-control&#x2F;news-story&#x2F;75ee361a68f45369ce3f8644a39ac35c" rel="nofollow">http:&#x2F;&#x2F;www.theaustralian.com.au&#x2F;business&#x2F;wall-street-journal...</a>