Twitter

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#61
An interesting read about the author suggesting Twitter how to monetize its user base (the "in" thing now) and also change the narrative ("subscription-based", "XXXX as a service", "ecosystem"...fill in all the buzz words you can!).

How Twitter Got Its Groove Back

That’s what happened with Snap. It’s what happened with Spotify, when it changed the narrative from “structurally low margin music business” to “leading audio company” in the stroke of a few podcast deals. It’s what would have happened with Slack (I swear!) before Salesforce saw the potential and snatched it up.

And, I think, it’s what’s going to happen to Twitter.

https://www.notboring.co/p/how-twitter-g...roove-back
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#62
Twitter hit all time high yesterday, while most of tech and stocks are down. Last quarter they grew revenues by 28% to an all time high of $3.7bil TTM, and guide to grow 22.5% next quarter (at mid point of guidance). I mean, there is a lot to like about Twitter's fundamentals right now.

Kudos to investors who saw this early.

(not invested)
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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