Hi Aaron - hope things are good with you. Really enjoying your blog ! Gee, Twitter up 50% since March, could I ask your thoughts on timing entry with a 2-3 year investment view ? Cheers
For me, Twitter is a long term investment and I think if I'm right the stock could go up quite a bit. I cannot tell you whether to buy and at what price and encourage you to do your own research. Thank you for the kind words.
Aaron - any thoughts on Apples recent announcement that new iOS version will force users to opt-in to targeted ads, thus potentially harming FB, TWTR, GOOG from getting the type of data they need to sustain ad revs?
My thesis on TWTR is that they are able to experiment with different kinds of monetization opportunities and that their new ad tech will be able to better monetize their users. Right now, I’m not worried about Apple. Thanks for the question.
Hi Aaron - hope things are good with you. Really enjoying your blog ! Gee, Twitter up 50% since March, could I ask your thoughts on timing entry with a 2-3 year investment view ? Cheers
For me, Twitter is a long term investment and I think if I'm right the stock could go up quite a bit. I cannot tell you whether to buy and at what price and encourage you to do your own research. Thank you for the kind words.
Aaron - any thoughts on Apples recent announcement that new iOS version will force users to opt-in to targeted ads, thus potentially harming FB, TWTR, GOOG from getting the type of data they need to sustain ad revs?
My thesis on TWTR is that they are able to experiment with different kinds of monetization opportunities and that their new ad tech will be able to better monetize their users. Right now, I’m not worried about Apple. Thanks for the question.