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Old 04-29-2015, 09:06 AM
 
Location: Honolulu/DMV Area/NYC
30,612 posts, read 18,192,641 times
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Does anyone believe that Twitter's recent nosedive is going to be permanent (I'm hearing talk that the company's recent disappointing earnings report is a sign that overestimated the company: http://www.csmonitor.com/Business/20...-bounce-back)? If not, when would be a good time to purchase some shares in Twitter? I'm inclined to believe that Twitter will bounce back, but won't invest in it now (I'm not talking major investments here either) as I think that the stock will continue to drop for a minute coming off the earnings report.
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Old 04-29-2015, 12:16 PM
 
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It'll be interesting to see what others think. I personally am not touching it. I owned Twitter in 2014 and rode it up from the mid-30s to mid-60s only to see it crash back down into the mid-30s. I sold it for a push/small loss. I just don't see a clear path to monetizing their users. They have lower engagement numbers compared to FB and less useful data regarding their users to leverage ad buys.

That said, I am long FB, have been since 2013, and will probably add to my FB position in the coming months.
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Old 04-29-2015, 02:12 PM
 
Location: Wartrace,TN
8,051 posts, read 12,761,708 times
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I agree. I just don't see them making much advertising revenue. I really don't understand the whole concept of "twitter" as if most people need more distractions in their lives.

Pretty outrageous market cap for a company like that. Is it really worth 27,000,000,000.00?
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Old 04-29-2015, 03:10 PM
 
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I would go with FB in a heartbeat over TWTR
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Old 04-29-2015, 10:29 PM
 
488 posts, read 819,268 times
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Agreed. FB>TWTR.

But I think TWTR isn't going anywhere and could turn around with a better CEO. I won't be surprised if Costolo resigns very soon, which could prompt a rebound. I bought in at $31 and have held on to it to far, but I'll sell if it falls to $35. It's up almost 1% after hours today, at $38.85.

Last edited by mark85; 04-29-2015 at 11:44 PM..
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Old 04-30-2015, 02:30 AM
 
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Yes, Twitter is not going anywhere. The important thing is they have a monopoly on the market, they can come up with 1,000 bad ideas and it won't sink them. They just need one idea to work. I think they will figure out how to monetize their product and do so in a big way, but there will be a lot of growing pain in the process.

I'm bullish TWTR but it is going to take a while for the stock to rebound and I think it'll be very volatile in the near term.
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Old 04-30-2015, 08:41 AM
 
906 posts, read 1,765,936 times
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Quote:
Originally Posted by beb0p View Post
Yes, Twitter is not going anywhere. The important thing is they have a monopoly on the market, they can come up with 1,000 bad ideas and it won't sink them. They just need one idea to work. I think they will figure out how to monetize their product and do so in a big way, but there will be a lot of growing pain in the process.

I'm bullish TWTR but it is going to take a while for the stock to rebound and I think it'll be very volatile in the near term.
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What monopoly are you speaking of? Their main competitor is FB and they are many times larger when you consider FB, FB messenger, WhatsApp, and Instagram.

As a previous user, I find Twitter very confusing which is probably why its very much a niche product. The newsfeed on FB and Instagram just make sense; they deliver content that can be consumed. Its very easy to meld news, advertising, and trending content within that ecosystem. Twitter is just a jumble of random snippets of content, retweets, and conversations between users. I found it so useless that I don't even log on anymore.
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Old 04-30-2015, 10:45 AM
 
13,711 posts, read 9,227,271 times
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Originally Posted by aus1ander View Post
What monopoly are you speaking of? Their main competitor is FB and they are many times larger when you consider FB, FB messenger, WhatsApp, and Instagram.

As a previous user, I find Twitter very confusing which is probably why its very much a niche product. The newsfeed on FB and Instagram just make sense; they deliver content that can be consumed. Its very easy to meld news, advertising, and trending content within that ecosystem. Twitter is just a jumble of random snippets of content, retweets, and conversations between users. I found it so useless that I don't even log on anymore.

FB and Twitter are not really competitors - there are plenty of people who uses both and using one does not make the other redundant like say a Direct TV vs Dish Network would. The two companies can co-coexist and they serve different purpose.

I do agree it's a niche product but it is a niche product that has dominated that niche market. And yes, the user experience is something they'll have to improve on (I think this goes hand in hand in monetizing their product). And my bet is that they figure a way to do that.
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Old 04-30-2015, 11:29 AM
 
906 posts, read 1,765,936 times
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Quote:
Originally Posted by beb0p View Post
FB and Twitter are not really competitors - there are plenty of people who uses both and using one does not make the other redundant like say a Direct TV vs Dish Network would. The two companies can co-coexist and they serve different purpose.
I still think they are selling a similar social media product, except advertisers view the FB ecosystem as much more established and proven given the higher level of engagement and better click-throughs, especially for targeted newsfeed campaigns and videos.
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Old 04-30-2015, 12:01 PM
 
13,711 posts, read 9,227,271 times
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Originally Posted by aus1ander View Post
I still think they are selling a similar social media product, except advertisers view the FB ecosystem as much more established and proven given the higher level of engagement and better click-throughs, especially for targeted newsfeed campaigns and videos.
No question FB is the safer and maybe wiser investment over the long haul. But I am not about to write off Twitter either. I can understand someone thinking the opposite and I guess time will tell.
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