+ Watch TWTR
on My Watchlist
Lucky enough to greenthumb before earnings. Locked in gains and am re-greenthumbing due to increasing user count and revenue.
valuation too high
hedging disproportionally tech folio
The World Cup bounce to quarterly numbers will not be repeated yearly, let alone quarterly. Insiders are sellers, not buyers, so expect larger insider selling due to the higher stock price. Valuation before the bounce was PEG 4.3, at nosebleed levels. Even the Fed Chairperson expressed concerns on how the market is valuing social media stocks. With the bounce, TWTR is now also overbought. I'm agreeing with the insiders on this one.
Sold short @49.82/share today in aftermarket
Throwing the dice that they'll miss/disappoint on earnings tonight.
Glassdoor ratings are high, with high ceo approval; long-term perspective and investing in the business; ad rev just starting; has the eyes of young and old on twitter
Continued struggles for profitability, no strong defined plan for increasing revenues or subscribers, and no strategy for increasing time on service (increasing "stickiness).
Twitter has plenty of users and will learn how to monetize more over time.
Getting defensive after a great run and I'm entering specific short positions in addition to negative ETFs. At 22X sales this one is for twits.... part of the ADHD basket (i think they call them social media).
#twitter -- need I say more?
Just finding its footing after a less than fantastic IPO. The new CFO will ferret out the growth and revenue areas.
Will be come a staple of the internet in a few years. Buy now and win later.
buy while down.
I used to be against this one, but as I've started using the service more and following it over the past months, I've become a believer. As a programmer, I very much appreciate the quality of their code and what they are adding to the ecosystem as a whole. Valuation is tough, but I trust the team.
Recent downturn after the IPO seems like an okay time to buy. Plan to hold indefinitely. The haiku-like nature of the medium gives it a stylistic edge over many other forms of social, and monetization seems to be coming. Also, I really prefer it over other platforms, even Facebook, so partly this is a preference call for me.
It is a verb that you hear on the radio, Tv, and print daily. Kids use instagram and Twitter. Celeb types understand the power of marketing their brand via twitter as do companies. Ad $'s follow eyeballs. buy on the dip
Prem Watsa Comments on Twitter - Mar 11, 2014Interestingly, Twitter (TWTR) went public, just after BlackBerry announced its convertible debt issue, at $26 per share, giving it a market value of $18 billion. It had revenues of $665 million and losses of $645 million, and most investors could not get a single share unless they were very good clients of the major houses underwriting the issue. On that day, BlackBerry traded in excess of 100 million shares at $6 per share, giving it a market value of $3 billion. BlackBerry had revenues of approximately $8 billion with cash of $2.6 billion and no debt other than the new convertible debt to be issued. If you thought that Twitter was grossly overvalued at $26 per share, it promptly doubled and currently is selling at $55 per share, with a market value of $39 billion.Twitter is no exception – please see the recently compiled table below to see the extraordinary speculation in high tech companies. This sort of speculation will end just like the previous tech boom in 1999 – 2000 – very badly!
I'm no fan of Twitter, but to think they will not turn a profit is insane. Like FB in its first year of trading, I think Twitter will bottom out now and come back strong this year.
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