Trump's Inflated DJT Stock Is a "Bubble," Truth Social Is a Failure, Experts Say: A Closer Look
Summary
TLDR这段视频脚本讲述了唐纳德·特朗普在面临巨额法律费用和迫切需要现金的情况下,其净资产意外飙升的情况。原因是他失败的社交媒体公司上市后,股价飙升,但专家们认为这是一个与公司实际状况脱节的“不可持续的泡沫”。特朗普的媒体公司,包括Truth Social在内,在纳斯达克上市首日股价大涨,尽管公司本身是一个失败的产品,亏损严重且用户数量锐减。专家们警告说,这种高估值可能只是昙花一现,而特朗普的股票价值完全取决于他的品牌,公司在其SEC文件中承认特朗普可能会降低公司价值。
Takeaways
- 📈 特朗普的净资产意外飙升,原因是他失败的社交媒体公司上市。
- 💰 特朗普急需现金,他的法律费用已超过1亿美元。
- 📖 特朗普通过电视销售圣经,似乎在筹集资金。
- 🏦 鲁迪·朱利安尼宣布破产,负债5亿美元,但仍在社交媒体上发布驾驶豪华汽车的视频。
- 🚗 特朗普的媒体公司包括Truth Social,在纳斯达克首日交易中股价飙升。
- 🤑 特朗普拥有新特朗普媒体公司60%的股份,市值达到46亿美元。
- 📊 特朗普的净资产一天之内增加了40亿美元。
- 💭 专家警告称,Truth Social的股票极度高估,可能是昙花一现。
- 📉 Truth Social用户流失严重,月活跃用户同比下降51%。
- 🏢 特朗普媒体公司去年前九个月仅产生了340万美元的收入,亏损4900万美元。
- 🎯 特朗普的股票市场意外之财与他的业务现实无关,主要是特朗普支持者的购买狂潮。
Q & A
特朗普的净资产为何突然飙升?
-特朗普的净资产之所以突然飙升,是因为他的社交媒体公司上市后股价意外上涨,尽管专家们认为这是一个与实际业务脱节的不可持续的泡沫。
特朗普目前急需现金的原因是什么?
-特朗普目前急需现金,因为他在法律费用上已经花费了超过1亿美元,而且他的前律师鲁迪·朱利安尼宣布破产,欠下了5亿美元的债务。
特朗普的前律师鲁迪·朱利安尼最近有什么引人注目的行为?
-鲁迪·朱利安尼最近发布了一段视频,视频中他开着一辆可能是敞篷车的车辆,并且配文'Driving with the top down',这引起了人们的关注和嘲笑。
特朗普的媒体公司包括哪些部分?
-特朗普的媒体公司包括Truth Social,这是一个类似于Twitter的社交媒体平台,主要面向MAGA(让美国再次伟大)的支持者。
Truth Social的表现如何?
-Truth Social的表现不佳,已经损失了数百万美元,并且用户数量在不断减少。截至上个月,其月活跃移动用户仅有约49.4万。
专家们对Truth Social的估值有何看法?
-专家们警告说,Truth Social的估值极高,其惊人的数十亿美元的估值可能只是昙花一现。
特朗普媒体公司在2023年的前九个月的收入和亏损情况如何?
-特朗普媒体公司在2023年的前九个月仅产生了340万美元的收入,同时损失了4900万美元。
与Truth Social相比,其他社交媒体平台的表现如何?
-与其他社交媒体平台相比,Truth Social的用户数量微不足道。例如,X公司(前Twitter)有7500万用户,Instagram的Threads功能的用户数量是Truth Social的十倍。
特朗普媒体公司的股票代码是什么?
-特朗普媒体公司的股票代码是DJT,与特朗普以前拥有的公开交易公司的股票代码相同。
特朗普对选择在纳斯达克上市而不是纽约证券交易所的解释是什么?
-特朗普解释说,他选择在纳斯达克上市是因为在纽约证券交易所会受到不公平的对待,并且人们不想在纽约上市。但这种说法是没有根据的,因为纳斯达克也位于纽约。
特朗普的股票市场收益是否与他的业务现实有关?
-特朗普的股票市场收益与他的业务现实无关,而是基于特朗普品牌的支持者的购买热潮。公司的SEC文件承认,特朗普可能会降低公司的价值。
Outlines
📈 特朗普净资产意外飙升
特朗普在面临巨额法律费用和迫切需要现金的情况下,由于其失败的社交媒体公司上市,其净资产意外大幅增长。专家们认为这是一个与实际业务脱节的“不可持续的泡沫”。特朗普的前律师鲁迪·朱利安尼宣布破产,背负5亿美元债务,却在社交媒体上发布了自己驾驶敞篷车的视频。特朗普通过各种方式努力筹集资金,但他的财务困境依然严峻。尽管如此,随着特朗普媒体公司的上市,他所持有的60%股份在账面上价值高达46亿美元,使他的净资产在一天之内增加了40亿美元。
📉 真相社交市值虚高
特朗普媒体公司旗下的真相社交(Truth Social)市值虚高,尽管公司业务失败,亏损数百万美元,用户流失严重。专家指出,该公司的股票被极度高估,其惊人的数十亿美元估值可能只是昙花一现。真相社交的月活跃用户数量下降了51%,并且用户基数不到五十万,与推特等社交平台相比微不足道。特朗普媒体公司前九个月的收入仅为340万美元,亏损则高达4900万美元。特朗普的股票市场意外之财与其业务现实无关,而是特朗普支持者和交易员利用特朗普支持者的热情推动的购买狂潮。
🏛️ 特朗普商业帝国的破产历史
特朗普的商业帝国,特别是特朗普酒店及赌场公司,曾申请过破产保护,负债高达13亿美元。现在,尽管他只拥有一个充满拼写错误的网站,他的纸面股票价值却与实际业务的失败形成了鲜明对比。专家们预测,这个泡沫最终将会破裂,股票价格可能会降至每股2美元以下。特朗普过去的商业失败和当前的法律问题使得这个泡沫的未来充满不确定性。
Mindmap
Keywords
💡净资产
💡法律费用
💡Truth Social
💡泡沫
💡用户流失
💡收入
💡破产
💡估值
💡股市
💡特朗普
💡小企业
Highlights
Donald Trump's net worth unexpectedly increased due to his social-media company going public.
The company's valuation is considered by experts as an 'unsustainable bubble' detached from the business's actual state.
Trump is in urgent need of cash, having spent over $100 million on legal fees, according to 'The New York Times'.
Rudy Giuliani, Trump's former lawyer, has filed for bankruptcy with $500 million in debt.
Trump's media company, which includes Truth Social, saw its stock surge 56% during its first day of trading on NASDAQ.
Trump owns 60% of the Trump Media company, a stake currently valued at $4.6 billion on paper.
Trump's net worth rose by $4 billion in a single day, despite his social-media company being considered otherwise worthless.
Truth Social is described as a 'dumb Twitter ripoff' primarily used by MAGA supporters and has been a significant failure.
The platform has suffered huge losses and is losing users, with only 494,000 active monthly mobile users in the US.
Truth Social's valuation is seen as a flash in the pan, with experts warning that the stock is extremely overvalued.
Trump Media generated only $3.4 million in revenue and lost $49 million in the first nine months of last year.
The company's revenue is so small that it qualifies as a small business by federal government standards.
The stock market windfall has no correlation with the actual performance of Trump's business.
Investors in the company may not have ever used Truth Social, with the stock's value solely based on Trump's brand.
The company's SEC filings admit that Trump's ongoing legal issues could negatively impact the company's value.
Experts predict that the stock price will eventually drop significantly, possibly below $2 a share.
Trump's previous publicly traded company, Trump Hotels & Casino, filed for bankruptcy in 2004.
The paper value of Trump's stock is far removed from the reality of his failing business.
Transcripts
-Just as he's drowning in legal bills
and in desperate need of cash,
Donald Trump's net worth has unexpectedly soared
after his failed social-media company went public
in what experts are calling an "unsustainable bubble
that is divorced from the reality of the business."
For more on this, it's time for "A Closer Look."
[ Cheers and applause ]
I don't need to tell you,
Donald Trump needs cash, and he needs it ASAP.
The guy's been hawking Bibles on TV
like he's trying to raise money to go to Jesus camp.
"The New York Times" reported this week
that he's spent more than $100 million on legal fees.
Now, I don't know what Trump's current lawyers
are doing with all that money,
but I can guess what his former lawyers would do with it,
based on what they're doing without it.
Rudy Giuliani, who recently declared bankruptcy
and declared debts totaling $500 million,
posted a video of himself this week behind the wheel
of what I can only assume is either a convertible
or a car missing its roof,
under the caption, "Driving with the top down."
Alright, I think I'm out on this "Thelma and Louise" reboot.
Knowing Rudy, he would probably miss the cliff.
By the way,
driving with the top down sounds like a euphemism
you'd use about Rudy Giuliani.
"I dunno.
I don't know if you should hire that guy.
Let's just say he's, uh, driving with the top down."
[ Laughter ]
Also, who's holding the camera in this video?
Who in their right mind would get in a car with the guy
who mistook the Four Seasons landscaping company
for a luxury hotel?
He probably thinks these road signs are suggestions.
[As Giuliani] Uh-oh! You know what that means.
We gotta drive crazy now!
Don't worry. The next sign says
"Only Rudys allowed."
[ Laughter ]
[Normal voice] So, Trump desperately needs money.
Now, Trump has spent his entire life wriggling his way
out of seemingly impossible jams.
But surely, surely,
there's no escape hatch for him this time, right?
-More breaking news tonight involving Donald Trump.
His media company, which of course includes Truth Social,
soaring in its first day of trading on NASDAQ,
surging 56% at one point during trading to $78 a share
before closing at $58.
-Trump now owns 60% of the new Trump Media company,
or roughly $78 million a share --
a stake that is, on paper at this hour,
worth $4.6 billion.
-The higher the stock goes,
the higher that Donald Trump's net worth is.
At yesterday's close,
Trump's net worth, according to Bloomberg,
a little over $7 billion.
It went up by $4 billion on Monday alone.
-That's right, Trump doubled his net worth in one day
after his otherwise worthless
social-media company went public.
This brings us to a segment called...
[ Laughing ]
I mean, I don't...
[ Laughing ] I don't understand.
So he doubles his net worth out of nowhere...
[ Laughing ]
...based on a worthless business, just in time to...
[ Laughing ]
...pay off the hundreds of millions he owes in fines
from lying about the value of --
I just don't -- I don't get it!
[ Laughter ]
[ Laughing maniacally ]
[ Scream-laughing ]
This has been "Seth Tries to Laugh About a Thing
That is Clearly Making Him Crazy."
Now, you might be asking yourself,
"Donald Trump has a media and technology company?"
And the answer is no, he doesn't.
What he has is a dumb Twitter ripoff
for MAGA trolls called Truth Social,
where he posts insane, typo-riddled, all-caps screeds.
You may have seen one of his posts
when someone else screen-grabs it and then puts it on Twitter.
Truth Social has been an abject failure,
has lost millions of dollars, and is hemorrhaging users.
-Experts warn the stock is extremely overvalued,
saying its staggering multi-billion dollar valuation
is likely a flash in the pan.
Truth Social has been racking up huge losses,
and as of last month,
only had some 494,000 active monthly mobile users.
-Truth Social is tiny.
We're talking about less than half a million
monthly active users on iOS and Android
in the United States.
For comparison, X, the company formerly known as Twitter,
it has 75 million users.
Even Instagram's Threads is 10 times bigger than Truth Social.
Not only that, but Truth Social is shrinking.
Monthly active users are down
by 51% year-over-year in February.
-Trump Media generated just $3.4 million of revenue
through the first nine months of last year, according to filings.
The company lost $49 million over that time period.
-The only way this business could be any more of a failure
is if, every time you opened an account,
you got a free Zune, a bottle of Crystal Pepsi,
a Blockbuster card, a Motorola flip phone
that came preloaded with a Myspace account,
and a round-trip
next to the door on Alaska Airlines.
So, just to recap, not only is Truth Social
a tiny business that generated only $3 million in revenue
while losing $49 million, it's also shrinking,
with unique visitors down 20% and active users down 51%.
Its revenues are so small -- and this is true --
it actually qualifies for the federal government's
definition of a small business,
which has revenue ranging from $1 million to over $40 million.
By comparison, here's how much money
Squatty Potty,
the plastic step stool you put your feet on
while you go to the bathroom,
made after it went on "Shark Tank."
-Squatty Potty has partnered with over 20 major retailers.
We're also in 20 countries all over the world.
We've now done $175 million in sales
since "Shark Tank."
-$175 million!
For something that helps you [bleep]
Compared to Truth Social,
which I guarantee is something
Trump does while he [bleep]
Trump's stock market windfall has nothing to do
with the reality of his business,
and that's obvious to everyone.
It's just a buying spree fueled by Trump supporters
and traders capitalizing on
the enthusiasm of Trump supporters.
I'm willing to bet most of the people investing
in this company have never even used Truth Social.
Here's an exchange from Fox News,
in which host Jesse Watters claimed he used the site
but wouldn't prove it.
-In the last nine months of 2023,
Truth Social generated $3.4 million,
and it lost $49 million in that span.
The valuation, which is $11 billion.
Compared to Reddit --
Right? Something that we've all been on, right? --
their valuation was $6.4 billion.
So, you think that a site
that has less than half a million users...
I mean, this is what -- These are facts.
-All these valuations are ridiculous, Jessica.
-Okay, then he's the Game-- It's like GameStop, right?
It's a meme, no? -Okay, you know what?
-You know how you look at this? -Well, it's actually not,
because I'm using it. -You look at this --
-Oh, you're on Truth Social? -I'm on Truth Social.
-Show it to me. -I'm not having you
look at my phone. -Show me your phone.
-[ Laughter ] -How dare you?
-Why won't you show her your phone?!
Oh, is the only app Candy Crush,
and do you have it downloaded twice?
Seriously, Jesse, why won't you show us your phone?
Is it because you're afraid we'll see the video
you took of Rudy driving his car?
[ Laughter ]
Trump himself seems to have no idea how the business works.
For example, the special acquisition company
Trump Media merged with is listed on the NASDAQ
rather than a larger New York Stock Exchange.
But when he tried to explain why,
Trump offered a mind-boggling and nonsensical answer.
-Truth Social is doing very well.
It's hot as a pistol and doing great, and it's going public.
And the New York Stock Exchange wants to have us badly.
And I told them we can't do the New York Stock Exchange.
You're treated too badly in New York.
We don't want to do the New York Stock Exchange.
And the people at the Stock Exchange are very,
very upset about it.
The top person is -- is mortified.
Can't believe it.
He said, "I'm losing business because of New York,
because people don't want to be in New York
and they don't want to go on the New York Stock Exchange."
-Alright. A couple things.
First of all,
the top person at the New York Stock Exchange is a woman,
so that story is obviously made up,
unless Trump is claiming he had a conversation with the bull.
[As Trump] The top person at the stock exchange came up to me.
Big bull, strong bull,
huge nuts,
tears in his eyes,
pouring down to his solid bronze snout.
And he said to me, he said,
"Mr. Trump, sir, the reason I'm frozen in place
is 'cause I'm so scared to be in New York."
[Normal voice] Second, the NASDAQ is also based in New York.
Third, you don't need to literally live in New York
to list a company on either the NASDAQ
or the New York Stock Exchange.
If Swiss company Nestle wanted to trade on the NASDAQ,
the CEO wouldn't have to move from Zurich
to a studio apartment in Bushwick.
[High-pitched European accent] "But I don't have room
for all my delicious chocolate!"
[Normal voice] I'm gonna assume the CEO of Nestle is a gnome,
and if it's not, don't ruin it for me.
And yet, despite the reality of the underlying business,
the stock debuted at nearly $7 billion in value,
thanks to a buying spree from Trump supporters,
which does not mean it'll stay there.
The stock's value is based entirely on one thing,
which is Trump's brand, and in its own SEC filings,
the company admitted Trump could tank the value.
They wrote that an adverse outcome
in one or more of the ongoing legal proceedings
in which President Trump is involved
could negatively impact the company,
and that a number of companies
that were associated with President Trump
have filed for bankruptcy.
There can be no assurances
that this will not also become bankrupt.
Uhh, sell, sell! Sell, sell, sell, sell!
Sell, sell, sell, sell, sell!
Nah, that was -- that was for a different thing.
[ Laughter ]
I thought this was foolproof!
Jesse Waters uses it!
[ Laughter ]
One expert told CNN that the stock price is clearly a bubble.
"I'm reasonably confident the stock price will eventually drop
to $2 a share, and could go even below that
if the company blows through the money it got from the merger."
Oh man, $2. If that happens, Trump's gonna be...
-Hot as a pistol.
-In fact,
that's basically already happened to Trump.
Trump once had a publicly traded company
with the exact same ticker symbol, DJT.
The company went public in 1995,
and then this happened in 2004.
-Trump Hotels & Casino files for bankruptcy.
-His Trump Hotels & Casino empire have filed
for chapter 11 bankruptcy protection.
The filings list $1.3 billion in debt.
-And that was when he had actual stuff, like real buildings.
Now all he has is a website
where he misspells words, like "Buden" and "grest,"
a real thing he did this week on Truth Social.
No other successful company does that.
I've never logged on to Amazon and noticed
they accidentally spelled their name with an extra "O."
[ Laughter ]
The paper value of Trump's stock
is wildly divorced from the reality
of the underlying business, which is an abject failure.
There's a good chance
that eventually the bubble will burst.
It all hinges on Trump,
a guy whose businesses have filed for bankruptcy
four times and who's in so much legal trouble
his house was raided by feds
looking for classified documents and yelling...
-Show me your phone!
-This has been "A Closer Look."
[ Cheers and applause ]
Hey, I hope you enjoyed "A Closer Look,"
and if you didn't, why are you still watching?
[ Laughter ]
Why would you stay for this part?
Anyway, did you know that we also have something on our show
called "Corrections"?
We tape it right after the audience leaves on Thursday,
and right after our cameraman, Buck,
does a whole tank of nitrous.
[ Laughter ]
It's full of inside jokes like that
that you couldn't possibly get...
[ Laughter ]
...unless you go all the way back to the beginning.
That's right.
I'm not telling you to watch "Corrections" starting today.
I'm telling you to go back and watch from episode one.
If you miss even one, the whole thing is [bleep]
[ Laughter ]
It's easily over 20 hours at this point.
It was nominated for an Emmy in 2021, in 2022, and never again.
[ Laughter ]
So the arrow is pointing down.
"Corrections." It posts every Friday.
Give it a look. And, oh, one more thing --
I do a podcast with my brother. [bleep] you!
5.0 / 5 (0 votes)
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