Boiler Room: The Official Stock Market Discussion
Getting that rip as we speak. Glad I didn't overreact to Buffet
me 2= options up 175%
ill
Superstar
Getting that rip as we speak. Glad I didn't overreact to Buffet
Yup breaking out nicely now. Hopefully it continues and we get a massive short squeeze
....before May 20
ill
Superstar
bought some twitter shares last week after the earnings release. Only about 70 shares becaue I'll probably double up if it heads under 12 at all
Also got some Yelp puts expiring in January. Not sure why David Einhorn taking a stake is causing it to fly. Like he didnt just divest in share in Sunedison which is now bankrupt
Watchlist. Go Pro (in if it touches single digits again I'm expecting a 10+% dip after earnings). Aimia (loving that dividend yield and I think it will bounce back. Natural Gas.,
I like the Yelp puts. The company is heavily flawed and I think that documentary about their business practices is going to send this downward real quick.
I've never liked Twitter personally or financially. I really don't see its PPS going up in the near-term but thats just my opinion.
I purchased TWTR January calls @ 20.00 for a good price I think it was a good bet we will see 
Bernie Madoff
Banned
I thought it was accumulation but at this point I have no idea. Doesn't make sense to me.
Probably the uncertainty with the board and overall vision of the site. I don't see how $angi list is worth $9 $twtr is $14 and $fb $117
I have faith.
Short term Twitter where go wherever....but long term it will eventually go up.
Excluding goodwill...it has about $3B in shareholders equity and the current valuation is under $10B. Cash flow looksnto finally be improving and so do its margins so I ain't mad at it. Once ...if they get their R&D under control and monetize their acquisitions they'll be fine. Management is a bit incompetent though
Dorsey must go. And I'd also prefer an accountant than a banker to be CFO. But other than that I'm with Bernie. Twitter was very overvalued going off financials...but right now is the time to get it and be patient. The same way Zyngas CEO got pushed out will be how Dorsey does. Hopefully sooner than later though and hopefully a good replacement
I need KORS to drop a few more dollars before I exit and have some more scratch to trade with.
ill
Superstar
They remind me of companies that popped up during the dot com boom where investors gave it crazy valuations based on the hope that all of those acquisitions will turn into profit down the road. IMO, Facebook eats Twitter for breakfast, lunch, and dinner. Twitter is somewhat redundant and the only "special" thing about it is you can communicate with celebs/athletes. For everything else, you can get the info on FB. I'm probably just biased because I never saw a real reason to use Twitter but I check FB 5x a day even though theres nothing good on it.
ill
Superstar
They run an extortion ring basically. You have to pay them to have good reviews up top and to have control over what comments show up on your company page. Theres no "certification" for Yelp reviewers so people can be paid to write positive/negative comments about a company. Companies have little to no recourse to fix the issue. If you get a few bad reviews, its really hard to get good ones through their filter system. I know a lot of restaurant owners and they all pretty much hate how Yelp has ALL of the power. I personally use Yelp a lot but I filter it to show me the very best restaurants around. If someone did a hit job on your place, now you won't show up and I won't ever find out about your place. shyt is fugazi.
twitter is good for real time conversation and communication with people you dont know
i personally wouldnt compare twitter to facebook because although they may be at the same stage of their product cycles...the size of the two differ too much. It's almost like comparing a bulge bracket bank to a credit union
for what its worth though...at this present moment facebook's market cap is about 17 times its revenue and 7 times book value (11 times if you remove goodwill) and Twitter is trading at 4 times its revenue and 2 times book value (3 times if you remove goodwill). The reason is obvious...lower cost of capital...more capital...and better margins. But that's still a staggering valuation for facebook. On top of that...lower risk is supposed to yield lower return so how much higher will FB go. The expectations are high and I've seen this before. One poor earnings release, failed acquisition or writedown and it'll correct like Linkedin. I was a bear on Twitter for a very very long time. Searching my screename and TWTR will prove such. But right now...Twitter is heading into that perfect price range where its almost a cant lose prospect.
I like both companies but for somebody looking to make some bread...i think Twitter is the better option. Facebook is overvalued man. I'm too p*ssy to buy puts on it right now (maybe after earnings because i think the market S&P will dip under 2000 again) or later this year but to me it is. Like i said last week it'll have to quadruple its revenue in the next 5 years and I just dont know if that's possible with its current business model. But i've been proven wrong before. Makes me wonder what they got up their sleeve or what industries they plan on diversifying into
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