Posts Tagged ‘$msft’

Twitter Tattoo Challenge

July 30th, 2016

Twitter_birdBased on Twitter’s 2Q16 earnings report and conference call, its clear to us that $twtr will be acquired and I will be getting a Twitter Tattoo, when it happens.  Potential buyers now have the stock price and revenue forecast discovery they need to work the numbers and make a bid.  Additionally, it must be clear to Jack and the BOD, that Twitter can no longer stand alone.  They know they must sell.  Timing should be 2016/2017.  Buyout price will be $22 to $24 a share. The buyer will be $MSFT $CRM $AMZN $GOOGL $DIS $FB.  Trade and invest at your own risk.

Twitter Musings – Ride the new Tech Wave

August 10th, 2015

Twitter is down over 50% from its 52-week high.  At $27.04, some would say its a screaming buy.

Today’s new killer app is a camera with a real-time feed (e.g. Periscope).  Every smart phone/tablet/body camera/drone has been transformed into a TV camera.  Every person on earth can now live-broadcast to the world.

Twitter is positioned very well to ride this new killer app wave into the future.  The “TV camera everywhere” future will be very disruptive to the TV, media, social media, and telecommunications space.

Microsoft saw this coming early and paid $8.5B in 2011 for Skype.  Twitter is currently valued at $17.7B.

Google, Apple, Microsoft and Amazon have got to be paying attention.  Facebook is.