February 27, 2015 by Dan • Commentary

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 reading
February 5, 2015 by Dan • Commentary

Event: 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 reading
February 6, 2014 by Dan • Commentary

As 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 reading
February 6, 2014 by Dan • Commentary

On 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 reading