February 22, 2016 by Dan • Trade Ideas

Shares of Twitter hit a new all time low on February 11th, after reporting Q4 results that for the most part disappointed investors. Since then, shares have rallied roughly 30%. Despite the recent gains, the …

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January 14, 2016 by Dan • Trade Ideas

I had a sort of love/hate/hate relationship with Twitter (TWTR) stock in 2015. I had one of my best trades of the year long in the first half, and then my worst trade of the …

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December 29, 2015 by Dan • Commentary

Sorry to do it to you, but one last post on Twitter in 2015.  A few days ago, early TWTR shareholder, and quasi-activist tweeted this: The problem. The opportunity. $TWTRhttps://t.co/odXJMVyJ9O — Chris Sacca (@sacca) December 24, 2015 …

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November 10, 2015 by Dan • Commentary

Regular readers know that we have been positively disposed to Twitter as product, platform, and stock for the better part of its two years as a publicly traded company. We have taken profits in the …

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October 29, 2015 by Dan • Commentary

Bear with me, this is a bit of a think piece. I consider myself somewhat of an technology early adopter.  Until the last decade that generally meant hardware and desktop software, but with the proliferation …

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