Exactly. But the projection has to at least make some kind of sense, dunnit? Through which business model would one be able to extract a bare minimum of $4.x billion in 4-6 years from the fonts curr… (View Post)
Even so, the $4B ask is hard to justify. What we call the "marketplace of typefaces/foundries" has changed drastically in the last 4 years. There is dramatic saturation and plenty of headw… (View Post)
Yep, my bad. Thanks for the correction. Still a 40x multiple, though. This is the kind of figure tech companies were using to value themselves during the pandemic. Proponents of such high valuations… (View Post)
$200M net sounds artificially inflated. But even if it is real, after TDA it would be about $100M, and after salaries and expenses it would be even less. $4B means they're asking for a multiplier in … (View Post)
Don't know about "well researched" there. All these articles about Monotype I've seen over the years either don't dig deep enough or just neglect to mention a crucial 15-year period of the … (View Post)