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2016-12-04

  • Praveen Chawla commented on Sangara Narayanan's article 12-04 09:55
    What’s Really Responsible for Twitter’s Decline?
    Twitter (TWTR) has lost nearly a third of its valuation in the last 12 months, but, despite the stock trading way off from its 2014 peak of near $70,...
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    Praveen Chawla 12-04 09:55
    • I think you are ignoring the acqusition potential of Twitter to a strategic buyer like Microsoft, Google or Amazon etc.  Twitter's enterprise value is about 10 Billion.  A takeover at 20 Billion is easily possible and could happen tomorrow.  Both Linked-in (25 billion, 50% premium, 7 X revenue)  and Skype (8.5 Billion, X 10 revenue) were acquired by MSFT.  Whatsapp was acquired by FB for 19 Billion.  Twitter is a wide moat platform almost impossible to duplicate.  Just ask @RealDonaldTrump  Its only a matter of time it will acquired - perhaps by Russia? (@RealVlad?).  Long Twitter.

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