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Tuesday, April 29, 2014

$twtr not that bad

My biggest concern with twitter is that it lacks a consumption medium.  Its great at content distrubution, but it suck for the layman. The lack of user growth and monthly MAU time spent is a clear signal to this. With that said, te financial results were not that bad.

Here is where they loose the traders:

They need a redesign for layman consumption. Filters! Images! Curation! (Sounds like Yahoo, and this is why Yahoo has +430M MAU.) I think twitter gets this, as they purchased gnipe.

As twtr approaches the $20 billion market cap, the stock becomes interesting. What would be even more interesting would be a merger between Twitter (content distribution) and Yahoo (content consumption). The two would absolutely rival Google and Facebook. (That would be awesome.)

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