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LSU0358
LSU Fan
Member since Jan 2005
5695 posts

Twitter IPO

I think I'll stay away for this one the first few months. One never knows for sure, but the valuation at a $25 IPO is 11.8 times estimated 2014 sales. FB was at 11.4 times it's price to sales ratio at IPO.

LINK

Having said that, with IPO's it is hard to tell what the heck is going to happen. FB dropped 50% in its first three months on the market, but has gone up over 100% since June.

With the amount of volatility in IPO's, any position should be treated as speculative. A position should also be a small % of total worth.


ShubutaMS
LSU Fan
5682 posts
Member since Aug 2013
1434 posts

re: Twitter IPO
quote:

I think I'll stay away for this one the first few months. One never knows for sure,
quote:

with IPO's it is hard to tell what the heck is going to happen



Solid analysis. I will log this info in my new information part of the brain.


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Dooshay
LSU Fan
CEBA
Member since Jun 2011
29794 posts

re: Twitter IPO
I still can't figure out why twitter is a thing. I don't think it would have a lot of gas if celebrities didn't tweet stupid stuff, but if that's the case then it should take off.


TheDiesel
LSU Fan
Houston via Baton Rouge
Member since Feb 2010
2510 posts

re: Twitter IPO
Are you just thinking out loud?


LSU0358
LSU Fan
Member since Jan 2005
5695 posts

re: Twitter IPO
Just showing the price to sales position for twitter compared to FB. We all know what happened to FB after IPO.


barry
Cincinnati Fan
Location, Location, Location
Member since Aug 2006
40606 posts

re: Twitter IPO
Twitter's big problem is that a VAST majority of its use is on mobile. I think something like 80+%. Facebook had a hard time generating mobile ad revenue and they have less utilization of their website on mobile. Twitter is basically exclusively dependent on generating mobile ad revenue. Facebook seems to have fixed the problem. The big question is can Twitter do they same.

I think the big thing for them is their product is more business involved. So people actually like using twitter to interact with business by following them and keeping up new releases, products, etc. Facebook on the other hand is more of a social environment where you care about keeping up with your family and friends.


reb13
Ole Miss Fan
Oxford, MS
Member since May 2010
10277 posts

re: Twitter IPO
I think the problem with these social media companies ads are that they are always for obscure useless things. I think ads would work on social media if they were less spammy and more like TV ads. The problem with twitter vs Facebook is that Facebook has many more avenues to display ads(feed, side panels, etc). The only place to see ads on twitter is on your feed and cluttering your feed will turn people off. This is the same for Instagram.
This post was edited on 11/5 at 9:50 am


southernelite
McNeese State Fan
New Orleans
Member since Sep 2009
43485 posts
Online

re: Twitter IPO
quote:

The problem with twitter vs Facebook is that Facebook has many more avenues to display ads(feed, side panels, etc).


Yeah, but a majority of people access the FB platform from the mobile app. That was why the IPO bombed, they were having an extremely hard time with pulling in revenues on the mobile platform, which is where they needed them from. FB has coped with that, and they've managed to cash in on the mobile ad revenue. Twitter will have to deal with the same issue, only thing, since FB has a much larger user base than Twitter, Twitter does have a growth opportunity in users to grow revenue, whereas FB's only option was to grow revenues per user since they are surely near market saturation.


ETA: didn't see barry's post. spot on.
This post was edited on 11/5 at 10:20 am


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Korkstand
LSU Fan
Plaquemine, LA
Member since Nov 2003
11643 posts

re: Twitter IPO
quote:

Twitter's big problem is that a VAST majority of its use is on mobile. I think something like 80+%. Facebook had a hard time generating mobile ad revenue and they have less utilization of their website on mobile. Twitter is basically exclusively dependent on generating mobile ad revenue. Facebook seems to have fixed the problem. The big question is can Twitter do they same.

I think the big thing for them is their product is more business involved. So people actually like using twitter to interact with business by following them and keeping up new releases, products, etc. Facebook on the other hand is more of a social environment where you care about keeping up with your family and friends.

I don't know if they already do this with their promoted tweets or not, but location-aware tweets would be extremely profitable. Your phone always knows where you are, so you might get tweets from local establishments offering sales or coupons. You might see tweets from restaurants at meal times, or you might get special offers from stores if you're at the mall or whatever.

I think Twitter has a much better platform for mobile advertising than Facebook does.


Dooshay
LSU Fan
CEBA
Member since Jun 2011
29794 posts

re: Twitter IPO
I agree.

You keep up with family and friends on fb.

You keep up with celebrities, businesses, news outlets, etc. on twitter.

I can't figure out why people use it because I go out of my way to avoid that sort of useless info.


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econ85
Longwood Fan
Member since Nov 2012
572 posts

re: Twitter IPO
quote:

I still can't figure out why twitter is a thing.


I have my twitter feed setup to show economic news and options/futures plays.

In the long run, I think twitter has more value than facebook.


Dooshay
LSU Fan
CEBA
Member since Jun 2011
29794 posts

re: Twitter IPO
quote:

I have my twitter feed setup to show economic news and options/futures plays.


admittedly it is good for that, but i've had rss feeds set up for that type of stuff before twitter was around.


econ85
Longwood Fan
Member since Nov 2012
572 posts

re: Twitter IPO
I follow a couple of bloggers that tweet option plays based on technical analysis. If something makes sense I'll make a trade. I made $1500 today on one of their tips.


LSU0358
LSU Fan
Member since Jan 2005
5695 posts

re: Twitter IPO
My only exposure to twitter has been a blogger that is discussing the grain market. I skim through it if I'm looking a starting a wheat, corn, or soybean position.


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hawgfaninc
Stanford Fan
Member since Nov 2011
22834 posts

re: Twitter IPO
quote:

I follow a couple of bloggers that tweet option plays based on technical analysis.

what bloggers?


econ85
Longwood Fan
Member since Nov 2012
572 posts

re: Twitter IPO
@SlopeOfHope
@chessNwine
@upsidetrader
@philstockworld


GaryMyMan
USA Fan
Shreveport
Member since May 2007
11620 posts

re: Twitter IPO
Bookmarked. For the twitter investors to follow, not the stupid IPO.
This post was edited on 11/7 at 9:47 am


PelicanPoop
New Orleans Saints Fan
New Orleans
Member since Oct 2013
583 posts

re: Twitter IPO
Looks like debut will be tomorrow after lunch.


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hawgfaninc
Stanford Fan
Member since Nov 2011
22834 posts

re: Twitter IPO
quote:

@SlopeOfHope
@chessNwine
@upsidetrader
@philstockworld



econ85
Longwood Fan
Member since Nov 2012
572 posts

re: Twitter IPO
@philstockworld (Philstockworld.com)

Is by far the best. The dude is some sort of wizard.


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