Jordan Rohan @JordanRohan

Thought leader on Internet strategy and finance clearmeadow.com New York Joined January 2010

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Jordan Rohan @JordanRohan

2 weeks ago

@carlquintanilla SpaceX just doubled its 2027 EBITDA and cut is revenue multiple in half

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@GerberKawasaki You don’t think @ryancohen could double cash flow at @ebay with all the AI automation tools (cut heads), make its listings/ inventory visible outside of its walled garden, and team up with wal-mart etc ?

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Jordan Rohan @JordanRohan

a month ago

@jimcramer @jimcramer @ryancohen is right on hidden value at @eBay — but who he partners with now in the approach will drive the board’s reaction to his offer

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Jordan Rohan @JordanRohan

a month ago

@zachcoelius @zachcoelius let’s go visit @ryancohen together and help him get this done

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Jordan Rohan @JordanRohan

a month ago

@ryancohen @ryancohen former leading equity analyst / I covered @eBay for years… when it was functional. I know the largest holders and can help. Pls reach out.

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Jordan Rohan @JordanRohan

2 months ago

Proxies for Anthropic and SpaceX: (Perhaps) Even Better than the Real Thing open.substack.com/pub/jrohan18/p…

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Jordan Rohan @JordanRohan

2 months ago

open.substack.com/pub/jrohan18/p… My thoughts: Google and its competitive moat vs. ChatGPT and AI models

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Jordan Rohan @JordanRohan

3 months ago

Why NVDA's Multiple is Compressing open.substack.com/pub/jrohan18/p…

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Jordan Rohan @JordanRohan

3 months ago

The valuation went 4× in 8 months: $400B → $800B → $1.25T → $1.75T Every step set by the same closed group of participants. Public markets will introduce something the private market never had: people actively betting the number is lower. The IPO will reveal the true valuation. Thoughts here: open.substack.com/pub/jrohan18/p…

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Jordan Rohan @JordanRohan

3 months ago

open.substack.com/pub/jrohan18/p…

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Jordan Rohan @JordanRohan

3 months ago

@jimcramer @jimcramer: @OrlandoBravoTB is an incredibly smart and ethical steward of capital. He is playing “time horizon arbitrage” People forget that private equity owners of capex-light businesses can afford to wait … as can their LPs. and can buy big category winners at a discount.

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Jordan Rohan @JordanRohan

5 months ago

@WealthWatcherCo @grok @NoLimitGains @grok yo pick me

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Jordan Rohan @JordanRohan

5 months ago

@Jupinapapi3 x.com/goatkiffin/sta…

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Jordan Rohan @JordanRohan

5 months ago

@bensig @dotkrueger @grok what is the return on this strategy if bitcoin is flat and it costs 6% per year to borrow against the bitcoin to buy the necessary stablecoins?

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Jordan Rohan @JordanRohan

7 months ago

@jimcramer I can fix every DAT company in 3 months

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Jordan Rohan @JordanRohan

7 months ago

@dotkrueger Curse of the DAT: unless the hoarded currencies appreciate and are expected to do so, they are valued like cash with an added risk of being trapped … and minimal yield from vol selling

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Jordan Rohan @JordanRohan

7 months ago

@ericjackson Maybe not tho

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Jordan Rohan @JordanRohan

7 months ago

@ericjackson Respectfully, as a former highly ranked Internet analyst, you’re assuming any variation of that OPEN low end real estate flip business model makes sense in 2 or 3 years. Macro conditions are not favorable. So you’re saying Kaz is “that” good. Maybe.

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Jordan Rohan @JordanRohan

7 months ago

@espn Kawhi for sure

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Jordan Rohan @JordanRohan

8 months ago

@ecommerceshares OpenAI will end up with st least 20% share of (Google Search + Shopify/IG ads) + 10% of travel OTA revs + 30% of open web ads and TTD fees, plus the OpenAI sub revenues — equals at least $100bn revenues … when it reaches 2 billion users in around 3 years