Boiler Room: The Official Stock Market Discussion

[Ohene]

NFLX still very overvalued

 

[Domingo Halliburton]

SPY looking like it could hit 203 and change at the 50 DMA

 

[the cool]

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

twitter is at 14 dollars right now, its high was 61 in 2013..i don't think it will ever reach 61 again unless something drastic happens

 

[the cool]

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

how does twitter make money?

 

[franknitty711]

NFLX still very overvalued

Netflix is dog shyt. Their library of movies is wack and the consistent price hikes make me agree with you. I need to take a serious look at this

 

[Domingo Halliburton]

Asia looked like hell (Nikkei down over 3%). Europe looks like hell and futures don't look good here.

 

[Maddmike]

how does twitter make money?

Selling data

 

[Ohene]

how does twitter make money?

Selling data

Data Analytics
Licensing of things posted on twitter
And advertising through promoted tweets/trends

I actually think its a better advertising platform than a facebook but facebook just has more users and is growing. Nonetheless its somewhat impressive that TWTR is growing its revenue at this stage without growing its user base.
Facebook is legendary but dont sleep on Twitter. Do the due dilligence and see if its right for your portfolio.

 

[Maddmike]

Data Analytics
Licensing of things posted on twitter
And advertising through promoted tweets/trends

I actually think its a better advertising platform than a facebook but facebook just has more users and is growing. Nonetheless its somewhat impressive that TWTR is growing its revenue at this stage without growing its user base.
Facebook is legendary but dont sleep on Twitter. Do the due dilligence and see if its right for your portfolio.

You got me right now...I'm definitely Gona be picking up a few shares...

 

[Ohene]

You got me right now...I'm definitely Gona be picking up a few shares...

i'm gonna dig deeper soon enough and maybe do a whole report on it but I've just been busy. Don't buy too much yet though. I personally need to see if its performance in the last quarter is a fluke and they'll revert back to their old ways of spending cash frivolously or if they've really started tightening up their operations. There could also be a confirmation bias going on with me...but considering I used to be a bear I dont think thats the issue. I say we all do our individual research and come back with some points. @Bernie Madoff speak on it. I'm sure youre ahead of us on the twitter analysis lol

I feel like the market was placing too much emphasis on user growth last year but has accepted the fact its user base has ceased growing (at least for now). On top of that management was cynical this quarter in forecasting for the next. So the worst of it is over.

 

[Ohene]

twitter is at 14 dollars right now, its high was 61 in 2013..i don't think it will ever reach 61 again unless something drastic happens

the $61 point was an IPO run up...probably going off Facebook's momentum at the time. shyt happens. It can bounce back. Doesn't have to go up to 61...but even to 28 and that's a double up for people like Bernie and I

 

[Bernie Madoff]

i'm gonna dig deeper soon enough and maybe do a whole report on it but I've just been busy. Don't buy too much yet though. I personally need to see if its performance in the last quarter is a fluke and they'll revert back to their old ways of spending cash frivolously or if they've really started tightening up their operations. There could also be a confirmation bias going on with me...but considering I used to be a bear I dont think thats the issue. I say we all do our individual research and come back with some points. @Bernie Madoff speak on it. I'm sure youre ahead of us on the twitter analysis lol

I feel like the market was placing too much emphasis on user growth last year but has accepted the fact its user base has ceased growing (at least for now). On top of that management was cynical this quarter in forecasting for the next. So the worst of it is over.

I don't even feel like I need to research really it's right in there for everybody to see...

It's engrained into the culture and has all the upside in the world.

 

[88m3]

Tesla Powerwalls for Home Energy Storage Are Hitting U.S. Market

 

[franknitty711]

Closed my short position in KORS

I knew that one would pay off just needed to be patient.

 

[88m3]

Barclays Offer Sees Return Of 100% Mortgages



@Domingo Halliburton