Thread: TWTR

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  1. #1
    Stocks/Investments Moderator boneil's Avatar
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    TWTR

    Anybody else liking the blue bird??

    I'm an active twtr user and think it has value. I have no idea what the value should be. But it is the first place to hear about the news, and possibly the easiest place to spread ideas. Of course it has it's down falls. One being twtr trolls and the harassment that is spread on it. During the election season, I'm sure the active user numbers were through the roof, and I would think those numbers quickly went down after the election. For awhile I was thinking, that the end of the election season would also mark the beginning of a slow death for twtr. The only hope would be a buyout, as the rumors spread, other companies denied that they would be buying. And I fully expected to fall out of favor and drift to the single digits.

    But recently I had an idea. TWTR had a real impact on the election. An impact that can be bought. There are a few companies that, GOOGL and FB who have no problems with voicing their political opinions, and are known for tweaking trending topics on their platforms, could buy to simply to influence the next election. And even if they don't buy it, I would expect an activist, like Soros and I'm sure others to take up stakes to influence the spread of news.

    I'm thinking about building a position between now and every few percentage points lower. I think todays selling is the result of tax loss selling. I'm hoping it goes lower for add ons. But I think this may make for a good long term, 4 year hold.

    Thoughts???????
    Knowledge is the Kryptonite of Liberalism

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    #2
    I love the service of Twitter, use it quite a bit. I just wonder how much advertising revenue that can get versus Facebook. According to Google Finance 52 week high is $25.25, so if you bought in at $17.92 then might have a chance to gain if it just hit its 52 week high again. Granted you know way more than me but just not sure of their financial position.

  4. Derek R McCullough
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    #3
    I had like minded thoughts but I see a downward trend happening with Twitter. They expected the NFL deal to bring life back into the company and it really didn't do much. I'm waiting for and expecting good things when snapchat goes public.

  5. Stocks/Investments Moderator boneil's Avatar
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    #4
    The CTO left the company, along with many others this year. With any hope, Dorsey is next. I hope there will be some downgrades in the coming days. Every decent move down I'm going to add a little
    Knowledge is the Kryptonite of Liberalism

  6. Derek R McCullough
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    #5
    Quote Originally Posted by boneil View Post
    The CTO left the company, along with many others this year. With any hope, Dorsey is next. I hope there will be some downgrades in the coming days. Every decent move down I'm going to add a little
    So you think long term it's worth holding on to?

  7. Stocks/Investments Moderator boneil's Avatar
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    #6
    Quote Originally Posted by derek81 View Post
    So you think long term it's worth holding on to?


    I plan on giving it 4 years, with the intention of buying more the lower it goes. So if it goes down to $10 per share tomorrow or in a year from now, I will add. I don't know what the worth is. I'm not sure how someone would measure it's value based on why I own it. Analyst like to use add revenue as a way of measuring value on a medium, but I think about how often I actually click on those adds and buy something, I think it's a BS metric.

    I have read that some analyst thinks its value is below $10 per share. What would get me to sell for a loss, is if the user base declines substantially. I'm okay with slowing user growth, to a point. I just need it to keep it's influential power. FB and TWTR is what decided this election. And with a 12 billion market cap, that just seams cheap to me for a company with global political influence.

    Don't buy it because I have it, it may become a penny stock overnight, or they may raise funds and dilute shares. You never know
    Knowledge is the Kryptonite of Liberalism

  8. Derek R McCullough
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    #7
    Quote Originally Posted by boneil View Post
    I plan on giving it 4 years, with the intention of buying more the lower it goes. So if it goes down to $10 per share tomorrow or in a year from now, I will add. I don't know what the worth is. I'm not sure how someone would measure it's value based on why I own it. Analyst like to use add revenue as a way of measuring value on a medium, but I think about how often I actually click on those adds and buy something, I think it's a BS metric.

    I have read that some analyst thinks its value is below $10 per share. What would get me to sell for a loss, is if the user base declines substantially. I'm okay with slowing user growth, to a point. I just need it to keep it's influential power. FB and TWTR is what decided this election. And with a 12 billion market cap, that just seams cheap to me for a company with global political influence.


    Don't buy it because I have it, it may become a penny stock overnight, or they may raise funds and dilute shares. You never know

    You said kind of what I was thinking, I was just curious as to what your thought was on the long term of the company.