Undervalued TikTok US Deal and Potential Bid Dynamics

26 days ago

SPEAKER_02 & SPEAKER_07

"Supposedly, that company is worth $14 billion. Supposedly, it is actually less valuable than Domino's Pizza... if this were a company trading on the open market, you'd probably be looking at a valuation above $50 billion."

The discussion centers around the US TikTok deal, which has been pegged at $14B—an extremely low valuation relative to its likely free market worth. Analysts compare it to other tech companies trading at much higher multiples, suggesting the deal may be structured to favor select investors. There is also commentary on potential legal and bidding strategies, with hints that a bid might be organized to challenge the low pricing, thereby capturing significant marked-up value if market conditions normalize.