On: Twitter Soars After Surprise Sales Gain, First Rea...

[indescions_2018]

Whisper rumor is that $TWTR is shopping itself for an acquisition. With $DIS / FOX likely suitor. $30 stock price would place market cap approx $25B.

Twitter Could Easily Be Acquired In 2018

https://seekingalpha.com/article/4135256-twitter-easily-acqu...

[r3bl → indescions_2018]

I first wondered why were you downvoted for such a comment when I saw it, since it seemed on topic.

Then I realized that I am unable to read the next three pages of the analysis without creating an account on a website that I hear about for the very first time and that I am probably never going to open again.

Also, there are no links to terms of services and the privacy policy in the pop up (just two text boxes and a button), which on its own probably breaks some law.

[adventured → indescions_2018]

It's not a whisper rumor. That speculation has been extremely rampant for years at this point.

[mv4 → adventured]

Last time they were shopping, there was a huge influx of fake users, almost as though all fraud detection checks were disabled.

This time is different, or is it. Just how much of their new revenue is due to fake users, ad fraud, and automation?

[adventured → mv4]

They don't have any new revenue. Sales were only up 2%.

What changed is their expenses.

Negative $167m to positive $91m in net income, year over year for the quarter. That's nearly entirely from adjusting their expenses down. Dorsey is turning Twitter into the profit machine it should have always been by properly adjusting its expenses to the size of the business (rather than the size they hoped it would become years ago).

[samfisher83 → adventured]

They are generating about 600 mil in free cash flow. Their revenues aren't growing. Other than acquisition there is no way to justify a 24 billion dollar valuation.

[mv4 → adventured]

That's actually better than I expected.

[fullshark → indescions_2018]

They openly shopped themselves two years ago irc.