It seems they are still increasing, but possibly at a decreasing rate. It would be good to see a chart - not sure where to find this.
Twitter has a lot of bot/fake accounts.
I think FB is much more likely to be a category killer because they are currently under-monetizing mobile, and that will be that way for a while until it really starts gaining traction.
The jury is still out on TWTR. I’d hesitate to be short the name just because it’s pulled back so much since October. However, I can understand the interest as there is no floor on the stock especially with a lot of Internet stocks likely to turn over into year end given current momentum, and it’s still trading at 10.5x EV/NTM revs. Nobody really knows what happens with this stock going forward and you had a few page 1 shareholders like JPM, Insight, and Kleiner Perkins taking down their stakes on the last 13-F’s. Not a good sign.
Excuse my ignorance, but what is the denominator in this metric ??
I really want to be a smartass and say “NTM revs,” but I too am struggling to figure out what they are measuring here.
^^
I think Next Twelve Month Revenues.
A normal firm has an EV/Sales of around 1, as well as sales that translate into profits at some point.
But you know, Internet Stocks gonna internet stocks.
I dislike TWTR stock so much, and would love to see it burn…
…but this is why I don’t short individual stocks.
Twitter is up 1.2% premarket after climbing 6.5% yesterday on a fresh rumor that Carl Icahn is buying a stake in the company. Separately, ex-Yahoo CEO Ross Levinsohn declared yesterday that Twitter (NYSE:TWTR) should acquire Yahoo (NASDAQ:YHOO), stating, “if you put Yahoo and Twitter together it would be the most powerful force in the media business.”
Twitter, Facebook, Instragran and all social medias are unsustanaible investments. Will fall when the usa’s economy get away of this bubble caused by the monetary police
So, anyone been shorting this garbage stock? Now down 60% from the start of 2014.
They are in the news today, but don’t see how they can improve anything. They should probably just close it down at this point?
Clearly, a lot of people will be distressed if they can’t tweet anymore, so that suggests that there is value there. However, it seems like it’s a challenge to monetize it.
If enough tweeting volume remains, presumably there is market research that can be sold via that mechanism.
Ive slowly come around to Twitter as an idea (though not crazy about it as a company). It seems that a lot of my FB posts might be better as Twitter posts, and I can compartmentalize stuff a bit better to audiences on Twitter. I have multiple audiences on Facebook and it is still difficult to send messages to some audiences but not others. For example, my dance-friends may like some videos, but my college buddies may be sick of bchad posting one more of those videos. Twitter solves that problem, though the 140 character limitation seems arbitrary now.
The buyout thesis is basically a lottery ticket, which would suggest using calls or leaps, perhaps with near-term puts.
I thought only porn stars used twitter…?
yup, but exited when volatility went crazy last month. implied volatility is 70% for march 16 options currently. so for me there is no investment opportunity.
the old-new ceo will be given at least 18months to sort it out, so forget it.
Ah yes, the “new” CEO. I thought they fired that guy before…for being an egomaniac who was impossible to work with? Sounds like a great idea to hire him back, and have him only be part time. [rolls eyes]
I don’t know anything about what goes on there, but clearly they are incompetent. I mean there are obvious annoying things about Twitter that could be fixed, yet years go by and they do nothing. Just write the damn HTML and upload to the site, it’s not rocket science.
You know what makes me feel dirty? When we buy an S&P500 ETF, we are buying some TWTR. 