SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Speculating in Takeover Targets
ULBI 8.130+0.2%Jun 20 9:30 AM EDT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Cautious_Optimist10/28/2014 11:37:00 AM
2 Recommendations

Recommended By
Glenn Petersen
richardred

  Read Replies (2) of 7180
 
Call me crazy:

Pounded TWTR's market cap is now $29.9B. Sounds like an absurd figure based on the short term fundementals, but not as wild as What's App? selling to Facebook for $19B in cash and stock.

Outside of FB, Twitter shares an elite social media sweetspot IMHO -- plenty of room to grow eyeballs and authors, and mobile + desktop platforms to monetize through less-obnoxious ads is higher than peers.

News breaks on Twitter. Even old analog media promotes tweets along side it's traditional "sources." Not just earthquakes and accidents, but cheap gotta-know real-time gossip too. Addicting. Local and global.

Twitter compliments Facebook, they do not compete...

High price? Yes. Strategic acquisition in the social network ecosphere? Absolutely. Will we gasp at the price paid? Of course.

In this evolving universe. M&A are likely to become bidder auctions for incumbents to block a rival.

Compared to conventional thinking in mature markets, the valuation is ridiculous. But in this space, its looking out years ahead, its strategy and also offense by defense.

I own TWTR. buying since the IPO. I am am usually a value + growth investor, in this case I have added "strategic value." I could be wrong, and then I'll tweet my self-flagellation.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News