Comments on: The definitive Twitter value play A slice of lime in the soda Sun, 26 Oct 2014 19:05:02 +0000 hourly 1 By: TWAndrews Fri, 15 Nov 2013 19:40:41 +0000 From my experience every moment of interaction with Twitter is a net loss, so this investment heuristic doesn’t work very well for me.

I am going to buy (correction: just bought in the middle of composing this) some Twitter stock to hold for the long term. It seems like it’s more likely to go the way of Google/Amazon than disappear or be supplanted.

If the people to whom it’s best targeted–like our esteemed host–are extracting thousands of dollars of value, I expect that it will find a way to capture some of that.

By: DerDoktor Wed, 13 Nov 2013 19:59:51 +0000 The third to last and penultimate paragraphs contain some of the worst twisted logic I’ve ever come upon.

By: Kaleberg Fri, 08 Nov 2013 04:05:51 +0000 Do people still use Twitter? I looked at it once or twice and never found anything except a bunch of fortune cookie mottoes and PR shill blurbs. The interesting stuff was on web sites and blogs.

(Of course, I’m not big on social media. I had a Facebook account but only briefly. Whenever I considered using it to find out what a friend was doing, I’d either send email, call them on the phone or drop by and hassle them instead. Facebook was thin gruel and too much bother. Facebook friends are too much like articles you Xeroxed and never read or shows you recorded and never watched.)

It looks like all the real Twitter money has been made. How are they going to ramp up earnings except by becoming increasingly PR shill friendly and figuring out how to ram that cruft down people’s feeds? How long is that model going to last? Just as Google, Craigslist and Facebook are vulnerable to niche operators, what is to stop niche operators from eating Twitter’s real social value?

By: Strych09 Thu, 07 Nov 2013 23:13:35 +0000 If you had bought TWTR at $26 a share, at today’s closing price of $44.90, you’d have increased your money by over 72% not counting transaction costs. In a day.

Yes, I realize that the $26 opening price wasn’t available to all and sundry.

The value I’d get from being on Twitter can’t touch that ROI, not in that time frame. The people who got in on “friends and family” shares made out big time.

By: thispaceforsale Thu, 07 Nov 2013 19:38:30 +0000 So the takeaway is that underwriting remains a pretty big scam?

By: Doubleday Thu, 07 Nov 2013 17:39:39 +0000 85% of their revenue comes from ads. I think it will be very hard to triple that without annoying users so much that they stay away.

By: KenG_CA Thu, 07 Nov 2013 16:40:26 +0000 Twitter is not an amazing platform.

It is to communication what Sylvester Stallone is to acting.

Its primary value is a PR tool.

It is a huge noise generator, and a creator of mass distractions.

There is no place for ads in a 140-character message, so how can they monetize all that attention they have sucked from more deserving objects?

By: EssPea Thu, 07 Nov 2013 14:29:10 +0000 “We are living, after all, in a world where a single bitcoin is worth more than $250, even though it has no cashflows at all.”

Can someone explain this to me? Bitcoin is not a company, it is a currency. Why would it need cashflow to be worth so much and how would it even get a cashflow?

By: musingtrader Thu, 07 Nov 2013 11:51:21 +0000 “Twitter is an amazing platform, where nearly all of the value ultimately accrues to the people who use it.”

Here’s hoping the “nearly” doesn’t shrink too fast. Other involved parties (advertisers, Twitter owners and management, Wall Street, etc….) might not see it that way!

By: CSRreader Thu, 07 Nov 2013 09:47:26 +0000 Good advice. Twitter is a public good.