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re: Twitter IPO
Posted on 11/8/13 at 9:52 am to southernelite
Posted on 11/8/13 at 9:52 am to southernelite
quote:
Theres nothing to cash out on unless they grow revenues, right?
I think he is saying that now that they have IPO'd and the founders have millions upon millions of shares, they will begin liquidating right now while they can.
Posted on 11/8/13 at 10:58 am to Lsut81
They have 60% gross margins
Don't tell me that 100% of the cost of Sales, SGA, and R&D is related to growth.
My point is most companies, they make money selling goods or services at a certain margin then growth by selling more.
Twitter has to grow by figuring out how to make more money with the "assets"(users) it has. Yes they will grow their user base but it won't be anywhere in relation to what they need to grow their revenue and profits in relation to justify their 25 billion dollar market cap.
There users are already valued at higher than linkedin or facebook. So the market things there is more value there. I disagree.
I don't feel like what im saying, that tech ipo's are historically overvalued, is really out in left field.
Don't tell me that 100% of the cost of Sales, SGA, and R&D is related to growth.
My point is most companies, they make money selling goods or services at a certain margin then growth by selling more.
Twitter has to grow by figuring out how to make more money with the "assets"(users) it has. Yes they will grow their user base but it won't be anywhere in relation to what they need to grow their revenue and profits in relation to justify their 25 billion dollar market cap.
There users are already valued at higher than linkedin or facebook. So the market things there is more value there. I disagree.
I don't feel like what im saying, that tech ipo's are historically overvalued, is really out in left field.
This post was edited on 11/8/13 at 11:00 am
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