Musk Paid 'More Than Fair' Price for Twitter: Arounian

The transcript discusses Elon Musk's acquisition of Twitter, focusing on the premium he paid and the challenges in the ad market due to macroeconomic factors. It debates Twitter's fair value, considering past overvaluation of tech stocks. The discussion highlights the importance of user growth and monetization, questioning the viability of shifting from an ad-based to a subscription model under Musk's leadership.

What factors are influencing the perception of fair value for Twitter shares?

What is the significance of advertising in Twitter's business model according to the speaker?