TWTR
I have started a small position on TWTR. Roger McNamee
from Elevation Partners is out pumping the stock naturally as it is
possible that Elevation Partners still owns Tweater stock.
However, some of what he says makes sense to me. I will
keep a close eye on it as Tweater has not failed to disappoint so
far, but I believe there may be a decent shot that the stock gets
back into the mid 30s
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Tweater stock? :)
I think it is very expensive still. Earnings need to grow
markedly from current to get in ball park of current price. 30
cents this year, 60 cents next year?
Also, while it does have a corner on its current user base, apps
like snapchat allow for much deeper "relationships" in terms of
marketing and communication. I am not convinced they can monetize
TWTR to the extent they hope/wish before other apps take people
share (hours, clicks, whatever) away. My 8th grade daughter has a
twitter but doesn't use it and is not interested in facebook. Why I
ask her? Because she can do everything she wants on Snapchat and
instagram and likes the privacy of it. "I don't have to explain
every word or picture I post to grandma." this is just a snapshot,
but very few friends of hers are on facebook or twitter because
they all communicate on snapchat. It's actually quite a nice app. I
like the approach to stories and the relevance (they last 24
hours), and ability to DM/text pics, vids, etc. easily edit add
text for fun. Most big companies are already on snapchat.
I would pay attention to college age into their 30's folks and
see if they migrate more and more toward snapchat. That's twitters
base.
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Author:
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breinejm
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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10/05/15 at 3:52 PM CDT
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Roger McNamee is pushing for Tweater to monetize the wealth of
news by selling the "data", similar to Bloomberg. I have
loosely followed Roger McNamee for over 15 years, he is quite smart
and gets technology like few out there.
video.cnbc.com/ga...play=1
His Wikipedia page:
en.wikipedia.org/wi...cNamee
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Author:
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LongTerm
CapGains
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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10/05/15 at 3:58 PM CDT
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Author:
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LongTerm
CapGains
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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10/07/15 at 8:31 AM CDT
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