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Monday, October 27, 2014

$twtr - not great but okay

Looks like they low balled Q4 revenue quidence. They should be able to beat $450M. (Statistically anyway, the pattern of revenue growth in Q4 suggests it.)

Still looking for GM expansion. (If FB can get +70-85% GMs, not sure what is stopping twtr from expanding similarly. Unless there are funky off-balance sheet activities taking place with FB and

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