Yesterday on CNBC’s Power Lunch I was part of a discussion about whether or not Google (GOOGL) should purchase Twitter (TWTR), watch here: Here were my notes to the producer of the show prior to the hit: …
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One of the more interesting stories of the week came from the Wall Street Journal on Wednesday – YouTube: 1 Billion Viewers, No Profit, suggesting that despite YouTube’s massive cultural significance the video site owned by …
Continue readingEvent: TWTR reports Q4 results tonight after the close. The options market is implying about a 11.5%* one day move vs the 4 qtr avg since going public about 15%. *with the stock at $42 …
Continue readingAs my esteemed colleague/editor @CCLagator so aptly titled my thoughts in my earlier post on Twitter’s Q4 and guidance “Flushed Down the TWTR“, I think it is safe to say that’s exactly how Twitter holders …
Continue readingOn the surface, TWTR’s Q4 results and forward guidance beat expectations on most financial metrics, yet the stock is down more than 20% in the pre-market as growth in monthly active users (mau) was a …
Continue readingI can honestly tell you that I have never said these three words in succession before in my entire life: Tractor Supply Company. But I just did, from the floor, after falling off of my …
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