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The last time we had a super high conviction long position in $TWTR, short interest was very high.
Short interest is currently low.
What's the bear case for $TWTR, why, and what's your price target?
Short interest is currently low.
What's the bear case for $TWTR, why, and what's your price target?
Which is $TWTR (looking forward for next
5 years):
Door #1: $YHOO after baba?
Door #2: $NFLX after Qwikster?
My take: we have been, and are in a LT inflection in both the business + stock.
Inflection , in math terms, means a future big move in either direction.
5 years):
Door #1: $YHOO after baba?
Door #2: $NFLX after Qwikster?
My take: we have been, and are in a LT inflection in both the business + stock.
Inflection , in math terms, means a future big move in either direction.
We have been and are at a inflection point - whereby the ‘price x dimension’ is unclear -
Which will it be, $twtr ???
Which will it be, $twtr ???
My sentiments re: twitter - what I WANT to see - have been largely unchanged over the last 7-8 years. I want to see twitter win, both the business + the stock.
But my personal feelings are irrelevant for the purpose of analyzing the trajectory of both the business + stock.
But my personal feelings are irrelevant for the purpose of analyzing the trajectory of both the business + stock.
a business/stock can stay in the "inflection point" zone for years - aka "consolidation" or "rangebound trading"
Pain does not necessarily just come from price declines/corrections: https://twitter.com/sendoh34/status/1387935870586474497
Pain does not necessarily just come from price declines/corrections: https://twitter.com/sendoh34/status/1387935870586474497
