What is going on with Twitter?
- Thread starter herdfan06
- Start date
Caveat: I don't buy individual stocks because I don't have time to research them. I stick with low cost index funds via Vanguard (VTSMX) or something similar (DFQTX).
For twitter , I suspect a few concerns linger..,
1. they've got to figure out a way to monetize their platform even more - ?more ads? How will people handle that?
2. Concern that censorship may turn people off and cause backlash. Milo got banned but ISIS accounts linger.
3. Concern about a big lawsuit regarding isis using twitter to grow. I believe one suit is pending.
4. The internet is fickle. Always the fear that twitter could become MySpace.
So there's some crappy analysis by me. I think Trump has minimal impact on twitter.
For twitter , I suspect a few concerns linger..,
1. they've got to figure out a way to monetize their platform even more - ?more ads? How will people handle that?
2. Concern that censorship may turn people off and cause backlash. Milo got banned but ISIS accounts linger.
3. Concern about a big lawsuit regarding isis using twitter to grow. I believe one suit is pending.
4. The internet is fickle. Always the fear that twitter could become MySpace.
So there's some crappy analysis by me. I think Trump has minimal impact on twitter.
They don't make any $$$. The key word is "profit". Without profit and growth of profit there isn't a need to own it long term. Until that changes, the price will lag
Twitter "new" user growth has been stagnant for some time. they have their repeat customers and that's it. they tried bringing in new people with the NFL streams. they killed Vine and are looking for something new in the video aspect. this has caused their stock to take a dump.
I would have thought a greater amount of revenue would have been brought in, of course revenue certainly does not equal profit.
I don't invest in anything that relies on being the cool or latest thing. That's not just technology, it's also things like apparel, restaurants, etc., but especially things like Twitter that are socially driven. Too much money is spent trying to constantly reinvent yourself in order to stay relevant, so very little ever makes it back to shareholders.
I always like to look at the stocks on weekday mornings. To me, they seem about like college basketball. Mass chaos where anything can happen. I only like it because of the names and numbers.
It all seems like a gamble. I consider the pittance I throw at 401k money I'll never see. Better off with whatever you can make yourself. Hell, I might as well invest that dinky percentage in lotto tickets.
It all seems like a gamble. I consider the pittance I throw at 401k money I'll never see. Better off with whatever you can make yourself. Hell, I might as well invest that dinky percentage in lotto tickets.
Old people said you should.
It is something I guess. Something to use money for. It goes up so at least I'm giving money to somebody who does something decent with it. In the end, what I don't burn up in gas or use up for ballgame tickets will be bilked and/or blown by idiots.
But I am coming around to the notion that maybe they are nice idiots. A lot of people just aren't very smart. I guess it's not their fault. Tough to figure. But somebody smart will ultimately end up with the money, after it gets funneled through the idiots of course.
It is something I guess. Something to use money for. It goes up so at least I'm giving money to somebody who does something decent with it. In the end, what I don't burn up in gas or use up for ballgame tickets will be bilked and/or blown by idiots.
But I am coming around to the notion that maybe they are nice idiots. A lot of people just aren't very smart. I guess it's not their fault. Tough to figure. But somebody smart will ultimately end up with the money, after it gets funneled through the idiots of course.
I agree. I only buy individual stocks with history. Ford was a great buy after everything crashed, for example. The only thing "trendy" I ever did was gold around the time of the crash, and it made me a nice little profit while holding me over to put the money somewhere else. Hell, it would still be a profit if I held it today.
Gold is the opposite of trendy. It's had value as long as man has been around.
The only trendy thing I ever really took a flyer on was Sirius radio. Bought a whole bunch at $0.61 a share when it became apparent that Liberty Media was going to save them from bankruptcy. I will admit that I trade a bunch of calls around drug companies, the small really speculative ones. That's about as risky as it gets, but the introduction of weekly options (only used to be monthly) makes it highly lucrative. You can make 2-6% a week writing covered calls in that space. I have a bucket of capital allocated to that activity and its up 11% so far this year. People are willing to pay high premiums in that space around companies that have pending FDA approvals. Since FDA rulings always drag out, you can spend weeks collecting premiums.
The only trendy thing I ever really took a flyer on was Sirius radio. Bought a whole bunch at $0.61 a share when it became apparent that Liberty Media was going to save them from bankruptcy. I will admit that I trade a bunch of calls around drug companies, the small really speculative ones. That's about as risky as it gets, but the introduction of weekly options (only used to be monthly) makes it highly lucrative. You can make 2-6% a week writing covered calls in that space. I have a bucket of capital allocated to that activity and its up 11% so far this year. People are willing to pay high premiums in that space around companies that have pending FDA approvals. Since FDA rulings always drag out, you can spend weeks collecting premiums.
