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Wednesday, October 28, 2015

$twtr not that bad

Miss on future revenue, but that is a mute point. Last quarter they a lower guidance but they beat. User growth is still light. But these are well known.

Solid revenue growth. 

New product are popping up quickly, and hopefully we see the product execution translate to user growth. In the mean time, losses narrowed.

The ah sentiment seems much for already known issues, and with a far more up beat (compared to the last call) management. Looking for a higher low, around 26-27, from the intermediate trend.

Was a buyer in ah. Twitter is still a $50B company.

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