Some slides from Elliot Turn -Wide Moat Investing Summit on the case of Twitter as an investment:

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Can $TWTR start to compete with the names of $FB and $GOOGL
User interests - Mine are finance, poker and sports.
Twitter is the most amazing networking and learning network ever built. In any given field, 50-80% of the top experts are on Twitter sharing their ideas. If you are not using Twitter, you& #39;re missing out. - Bill Gurley
Twitter is unique:
Twitter as a network vs business:
Twitter and Jack takes the long-term view:
Twitter& #39;s 2019 Pain:
Activists enter Twitter:
Monetization:
Twitters impact on covid-19:
Full Presentation: https://www.youtube.com/watch?v=Y50kSvZP00o&feature=emb_title">https://www.youtube.com/watch...
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