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Short term green thumb on this social media stock. Will re-evaluate in a quarter or two.
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.
Best real time communication tool available. They'll figure out how to better monetize the platform. Invented hashtags.
Because its being oversold, and it's very cheap at the moment
Totally oversold. The upside is misunderstood.
It's overrated, both as a website and as a stock.
I'm not a huge believer in the business model, but I think the short-term pain has probably run its course.
I know everyone thinks Twitter is going to rebound but it's not. It's totally swamped with fake users and spam. Even celebrities are moving past it. Most people who have to use it for work, despise it. That much animosity towards a service that should be loved, is NEVER a good thing. I believe in another 5 years it will be totally obsolete.
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