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Saturday, February 7, 2015

$twtr momentum in fundamentals

1. New product lauches, iterating on the product. Hopefully the new on boarding technique (improved timeline for new users), coupled with improved direct messaging and video capability will improve mau/dau.

2. Better than expected revenue growth

3. Margin improvements (hopefully this will continue bringing gaap profits one step closer). Also, R&D expenses seem to be slowing.

As for @dickc, I have always been a fan of his ability to operate Twitter. My biggest frustration with him was his selling of share in the high 30s, showing a lack of conviction toward future prospects. (An investor can only see so many consecutive sells before getting annoyed.)

I wanted to get more color on Frabric, and how pervasive its become within the developer community. 

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