Twitter (NYSE:TWTR)

CAPS Rating: 3 out of 5

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Member Avatar stocky5 (34.83) Submitted: 4/25/2016 8:05:57 AM : Underperform Start Price: $17.20 TWTR Score: +14.49

Even Trump may stop using Twitter if elected.

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Member Avatar hriket (63.29) Submitted: 4/3/2016 11:41:28 PM : Outperform Start Price: $16.00 TWTR Score: -8.80

Strong subscriber base. Holds periscope that has a lot of potential.

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Member Avatar ffbj (54.64) Submitted: 3/24/2016 12:13:55 PM : Outperform Start Price: $15.87 TWTR Score: -10.34

A little birdie told me...I know, sad.

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Member Avatar jeffaim (95.21) Submitted: 3/24/2016 10:08:23 AM : Outperform Start Price: $15.87 TWTR Score: -10.38

Twitter is making money and not going anywhere anytime soon. Several potential paths to profitability.

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Member Avatar Awami (< 20) Submitted: 3/23/2016 5:13:04 PM : Outperform Start Price: $15.94 TWTR Score: -10.85

Top dog, multiple futures too big to fail

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Member Avatar TomKnighton (46.24) Submitted: 3/17/2016 9:39:38 AM : Underperform Start Price: $16.70 TWTR Score: +14.56

The price is inflated compared to its book value, and people have moved toward other social media platforms. 140 characters just don't cut it these days.

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Member Avatar gcaderas (71.82) Submitted: 3/11/2016 6:55:37 AM : Outperform Start Price: $16.77 TWTR Score: -15.78

Qtr (03/16) Qtr (06/16) FY (12/16) FY (12/17)
Average Estimate $-0.13 $-0.12 $-0.39 $-0.17
Number of Analysts 8 8 8 8
High Estimate $-0.09 $-0.07 $-0.20 $0.02
Low Estimate $-0.16 $-0.17 $-0.53 $-0.36
Prior Year $-0.20 $-0.19 $-0.63 $-0.39
Growth Rate (Year over Year) 33.75% 35.53% 38.10% 56.73%

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Member Avatar JamieAusten (< 20) Submitted: 3/10/2016 5:23:44 PM : Underperform Start Price: $17.17 TWTR Score: +17.26

The last days clearly show that TWTR is returning to its lower position.

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Member Avatar bobg304 (37.10) Submitted: 3/10/2016 12:12:52 PM : Outperform Start Price: $16.63 TWTR Score: -16.50

very cheap a must buy

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Member Avatar Trentbridge (46.56) Submitted: 2/28/2016 7:10:26 PM : Outperform Start Price: $17.95 TWTR Score: -24.89

The universal use of this product to disseminate news is a clear indication that the business has a future - regardless of its ability to generate advertising revenue. Tweets are so valuable that somebody is going to see a need to buy this company..in my humble opinion.

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Member Avatar saucerboy (29.92) Submitted: 2/24/2016 2:31:46 PM : Outperform Start Price: $17.91 TWTR Score: -26.16

I've been a Twitter hater for years for two main reasons:

(1) I think their product (Twitter platform) is a useless distraction, unless you're a power user (journalists), obsessed with the Kardashians (still a useless distraction), or need real-time updates on some type of event or internet conversation (IMO the only universally applicable use case for everyone to use Twitter platform).

(2) I work in digital advertising and Twitter's ad products used to SUCK. I'm a direct response advertiser. My job is to take $1 and turn it into $2 via digital ads. 2-3 years ago, you could not do this on Twitter.

But now you can... Which brings me to why I'm no longer a hater... One word:
MoPub

MoPub is one of the largest supply side platforms (SSP) for mobile app publishers to monetize via in-app ads. When people talk about "mobile advertising" exploding in growth, they are referring to three areas:

(a) Mobile Search: when you search google/bing on your phone, some of the search results are organic and some results are paid (ads).
Main winners: Google, Bing (but mostly Google)

(b) Mobile Web Display: when you visit a website on your phone, some of those websites have banner ads, just like the banner ads you would see on your desktop computer.
Main winners: No single behemoth winners in this space--it's still a highly fragmented market with most major demand side platforms splitting the spoils.

(c) In-App Display Ads: when you're using an app, sometimes you'll see native ads built into the app experience. THIS IS WHERE MOPUB (and by association, Twitter) DOMINATES.
Main winners: Twitter (via MoPub)

If you are spending either direct response ad dollars or brand ad dollars on in-app mobile ads, then you are definitely spending those ad dollars on MoPub, because MoPub is where the majority of in-app ad inventory lives.

As people spend more and more time in-app and less time on mobile websites, MoPub inventory is only going to grow. More and more ad dollars will be spent on MoPub and Twitter will benefit tremendously. The great thing about MoPub is that Twitter doesn't even need to create good advertising products in order to be successful here--all the major demand-side platforms plug into MoPub, so Twitter will win regardless of whether or not they create a great direct-to-MoPub advertising product.

The only thing to watch out for is if app developers/publishers find a better SSP to use than MoPub. So long as MoPub is the dominant SSP, Twitter will benefit from the mobile advertising growth wave. Thumbs UP.

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Member Avatar tiobueno (99.16) Submitted: 2/19/2016 9:55:44 AM : Outperform Start Price: $18.09 TWTR Score: -27.80

Insiders

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Member Avatar fredmReston (< 20) Submitted: 2/12/2016 8:38:08 PM : Outperform Start Price: $16.09 TWTR Score: -18.91

They will finally turn themselves around or be bought out. Either way, price goes up.

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Member Avatar optioncoach (90.21) Submitted: 1/27/2016 10:42:12 AM : Outperform Start Price: $17.46 TWTR Score: -25.72

Going after this one. With the cleaning out of executives who knows what happens with this. I am guessing they get bought, and it is an easy target for some aggressive hedge funds managers.

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Member Avatar Mugatu (29.57) Submitted: 1/21/2016 9:55:27 PM : Outperform Start Price: $18.29 TWTR Score: -29.27

Way too many people would feel "unconnected" without this company. I think it is severely undervalued. Outperform.

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Member Avatar YourDailyBear (58.18) Submitted: 1/19/2016 8:13:20 PM : Underperform Start Price: $16.16 TWTR Score: +21.52

If we go into a bear market/recession, like I expect, this stock is going to get hammered (even more)!

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Member Avatar TomFoolNC (28.62) Submitted: 1/18/2016 4:11:50 PM : Outperform Start Price: $18.18 TWTR Score: -28.68

low price, its a bet they can figure out how to monetize it

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Member Avatar sdhwang422 (78.77) Submitted: 1/15/2016 12:57:09 PM : Outperform Start Price: $17.88 TWTR Score: -29.18

Buy at $12-$13 for long term play

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Member Avatar beerpshr (34.49) Submitted: 12/27/2015 10:55:00 AM : Outperform Start Price: $22.90 TWTR Score: -37.33

The brand is continually out in the public eye - Once they simplify and understand how to drive more profit from their user base, the stock will soar.

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Member Avatar DIVES (< 20) Submitted: 12/16/2015 4:53:52 PM : Outperform Start Price: $24.47 TWTR Score: -39.71

The best platform for educated adults who have little time or tolerance for FB, IG or Snapchat. At some point the management team will figure out how to make money.

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