Shares of Twitter rallied almost 5% on Friday after the acknowledgement that former Microsoft (MSFT) CEO Steve Ballmer took a 4% stake in the company and in an email to Bloomberg noted that he sees …
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Prior to the summer, and despite what has seemed like a slow moving trainwreck since Twitter’s CEO resigned (pushed out) in early June, we had a fairly positive view of TWTR as a product, its …
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Yesterday I listened to Re/Code’s Kara Swisher interview with Twitter’s (TWTR) general counsel Vijaya Gadde (listen here). My first takeaway was that she sounds like a serious operator, and that’s fairly reassuring as most shareholders (including …
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On Monday it was reported that interim Twitter (TWTR) CEO Jack Dorsey had bought close to $900,000 worth of the stock on August 7th, at what was a the time of the buy an all time …
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Here is a quick recap of trades that we initiated, closed, or debated in the week that was Aug 3rd – Aug 7th: Friday August 7th: Name That Trade – $TWTR: Early Bird Gets the …
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We will keep plugging away at this one. First things first, we have been long (and recently) wrong in Twitter (TWTR) in some shape or form since the spring, but we have used options to help manage the risk. …
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Event: TWTR reports Q2 results tonight after the close. The options market is implying about a 13% one day move which is a tad shy of the 6 qtr 16% average since its IPO. Price Action …
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Twitter (TWTR) has itself a sort of Fairy God Father in the form of their pre-ipo investor Chris Sacca. Sacca, on his VC firm’s blog (LowerCase Capital) has issued two very detailed posts critical of management and current strategy. …
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Last night on CNBC’s Fast Money we discussed the competitive threat that Alibaba (BABA) poses to Netflix (NFLX) in China. Watch here: I am not going to get too into the opportunity for NFLX abroad, …
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Last night, on CNBC’s Fast Money we discussed the management shake-up at TWTR. I mentioned that the company’s expected $2.2 billion in sales in 2015 is a drop in the bucket for both Google’s (GOOG) …
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