March 4, 2014 by Enis • Commentary

The social media bubble has been all the rage over the past year.  Yes, I called it a bubble.  Trying to time when a bubble will pop is a very difficult game, which is why …

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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 …

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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 …

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February 5, 2014 by Enis • Commentary

Event:  TWTR reports its Q4 earnings today after the close, its first earnings report since going public in early November.  The options market is implying about a 15% one day move, with no prior earnings history …

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