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$GOOG should buy $TWTR and split up

Ok, this will be short; With its PE ratio under 18x (vs. Facebook’s 30x), Twitter is undervalued, IMO. For reference, Twitter doubled its active user growth rate last quarter, hence it’s a faster-growing yet less-monetized machine. Wall Street usually rewards the fast growers, turning a blind eye on the revenues (let alone, profits, if any!), […]

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Twitter clone with Ephemeral Tweets

Two main differences, from the good old Twitter, would be: Ephemeral: tweets would expire in 24 hours. Similarly to Snapchat Stories. Feed in chronological order. Because algorithmic feeds are notoriously manipulative. Plus, ideally this would sit on a decentralized architecture. I’d call it “TweetBomb” and it would definitely require an “Import my Followers” feature before […]

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Twitter on steroids

Twitter is on a roll. This last quarter they announced a 21% increase in mDAU (monetizable daily active users), which was a record number compared to their usual 3-4%s and Facebook’s average of 2%. Despite its high growth, Twitter’s PE ratio (hovering around 15%) is half of Facebook’s. The only explanation to that is Facebook’s […]