I see a ton of users. Many broadcasters I follow will have hundreds watching it alone. I rarely broadcast, but I follow quite a few
Great to hear! http://marketingland.com/twitter-zooms-back-up-comscore-rankings-gains-11-million-unique-visitors-in-a-month-136523
Fact man , you have valid points. Things have been less than stellar with TWTR, but Im willing to take a BET(yes a bet lol) that they recognize the problem and are making corrections as we speak. Do i think it is a long up hill battle? indeed it is! Do I see catalysts for them going forward? I do and am willing to put my money up. I don't play options so I have a longer term horizon than most I guess. GL man!
im talking Q1 14 to Q1 15. You knew EXACTLY what I was referring to! What was that growth rate ? That's what I mean by Narrative outside the bounds of reality.
Not much really. The narrative seems to be negative beyond the reality. The truth is Twitter is growing revenue at a ridiculous rate , but expectations were a little rediculous. At 23 billion market cap, it is absurdly cheap for a brand the likes of Twitter. One metric to ponder is this. FB has 5x mau but has 10x market cap. Gimme a break. So in reality, downside is minimal and upside is massive .
Absolutley, I am for one new to it and was blown away. That shooting at the Theater yesterday..There was an immediate report live on scene. Thats powerful!
Yeh, his name is Larry Page ;)
Yeh, i am a little suprised that no M&A chatter we know of since GOOG is running hot and is now in a way better position to take on risk.
Yeh, too many to mention! But for sure heading into the Election cycle TWTR will be hyper active lol.
Analysts got it SOOOO wrong with AMZN or GOOG est. its not even funny!
I cannot see how anyone is calling for flat to negative MAU's. Perisope alone should be a net add let alone Big Accounts coming online such as Obama in the 2nd qrt.. Seems obvious to me. Shorts. I would reduce expose or go hedged with calls at least. It will not take much to light a fire under this.
I agree it will be challenging, but I feel there are future catalysts such as periscope and ,to me at least, they seem to understand there is a problem and are making moves as we speak to address the issue. Recognition that there is a problem sometimes never comes or they are unwilling to make changes. I feel both these issues are now under consideration by twtr. GL in your trading!