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Boris Marjanovic  

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  • Introducing CNBC Video On Seeking Alpha [View article]
    I find it hilarious to see people arguing about MSNBC vs. CNBC... they both suck, as does every other source of so called "business media." About 99.99999% of the stuff they talk about is useless noise made to seem very important by charlatanic journalists and talking heads.
    Dec 13, 2014. 02:59 PM | Likes Like |Link to Comment
  • Dispelling The Misnomers On Twitter [View article]
    "Yeah, you might want to check Facebook's profitability at this level. TWTR is several years behind them."

    Twitter is only 2 years younger. So, using your ignorant logic, when Facebook was exactly Twitter's age it was already generating enormous profits, not posting massive losses like Twitter is right now. You need to do better research next time before commenting.
    Dec 12, 2014. 08:28 PM | 3 Likes Like |Link to Comment
  • Dispelling The Misnomers On Twitter [View article]
    Stone Fox Capital,

    "TWTR can monetize their logged out users."

    I can tell from the company's amazing profitability.
    Dec 12, 2014. 03:22 PM | 2 Likes Like |Link to Comment
  • Dispelling The Misnomers On Twitter [View article]
    All social media sites have "logged out" users. For example, I visit Instagram even though I don't have an account. Facebook also has hundreds of millions of logged out users. Logged out users mean nothing unless you can monetize them, simple as that.
    Dec 12, 2014. 10:49 AM | 2 Likes Like |Link to Comment
  • Twitter Shares Are Junk, Too! [View article]
    InTheTube,

    Twitter bulls have become delusional, simple as that. Facebook also has hundreds of millions of logged out users. Do you know why Facebook never even mentions these logged out users? Because it doesn't have to. In other words, unlike Twitter, Facebook is not desperate to make itself look good financially... the company has 1.4 billion users and is enormously profitable. Twitter, on the other had, is a cash burning joke of a company.
    Dec 12, 2014. 10:24 AM | 2 Likes Like |Link to Comment
  • Twitter Shares Are Junk, Too! [View article]
    That's alotta Money!,

    Even if Twitter doubles its ad revenue the company will still be unprofitable. Twitter's business model is simply not as strong as Facebook's, and it will never be. If the stock does double it will be a great time to buy......put options!
    Dec 11, 2014. 10:55 AM | 1 Like Like |Link to Comment
  • Twitter Shares Are Junk, Too! [View article]
    Anyoption,

    It is true that Twitter does have some influence on popular culture; however, this influence has been extremely exaggerated by bullish investors and Twitter's own management. In the end it is all about the bottom-line, and if Twitter cannot turn a meaningful profit there is no reason to invest in the stock.
    Dec 11, 2014. 10:51 AM | 1 Like Like |Link to Comment
  • Twitter Shares Are Junk, Too! [View article]
    Wall-Street analysts are nothing more than salesmen, don't take them or their research too seriously.
    Dec 10, 2014. 11:35 PM | 1 Like Like |Link to Comment
  • Twitter Shares Are Junk, Too! [View article]
    Mike,

    FB is still cheaper since it has massive double-digit profit margins, while TWTR is losing hundreds of millions per quarter and has a deteriorating balance sheet.
    Dec 10, 2014. 11:34 PM | 1 Like Like |Link to Comment
  • Twitter Shares Are Junk, Too! [View article]
    Stone Fox Capital,

    "No discussion of logged-out users that bring the monthly users to nearly 800M."

    I actually did discuss the 500M logged out users, and I also mentioned why these users will probably remain logged out. Next time read articles more carefully before making ignorant and foolish comments. I hope you don't make mistakes like this when running your business. You just lost all your credibility. Nobody should take anything you say seriously anymore.
    Dec 10, 2014. 02:06 PM | 4 Likes Like |Link to Comment
  • Twitter Shares Are Junk, Too! [View article]
    KoacNation,

    It does seem a bit ridiculous when you put it that way. It also tells you a lot about Twitter's user-base.... a large portion of it is made up of immature teenagers (not exactly the best thing when it comes to increasing ad revenue).
    Dec 10, 2014. 11:15 AM | 1 Like Like |Link to Comment
  • Twitter Shares Are Junk, Too! [View article]
    InTheTube,

    "Or overvalued stocks to short or buy put options on."

    Exactly! There is always a way to make money.
    Dec 9, 2014. 12:29 PM | 3 Likes Like |Link to Comment
  • Twitter Shares Are Junk, Too! [View article]
    Alex,

    "I'm not saying I would buy Twitter yet but when it bottomed at $29 earlier this year all of those things you stated were still true and it would kept you out of a 70% increase in the stock price."

    Just because a stock went up in the short-term doesn't mean it's a great company (or a great investment). Even the most terrible companies (such as Twitter) can see their share prices rise in the short-term. If you were one of the investors that bought at the bottom, it doesn't necessarily make you a genius... you could just be a lucky fool!
    Dec 9, 2014. 12:27 PM | 1 Like Like |Link to Comment
  • Twitter Shares Are Junk, Too! [View article]
    Buyandhold 2012,

    "I also don't believe in initiating new positions in any stocks when the stock market is close to an all time high."

    Forget about what the overall market is doing. Even during the craziest bubbles (such as the late 90s tech bubble) there will always be undervalued stocks you can buy.
    Dec 9, 2014. 11:34 AM | 1 Like Like |Link to Comment
  • Twitter Shares Are Junk, Too! [View article]
    Stockbroker,

    "Twitter have at least 5% fake accounts- Same goes for Facebook, spammers are everywhere."

    It's definitely true that all of these social media platforms have a significant percentage of fake accounts. Twitter, as I mentioned in my article, estimates that fake accounts make up ~5% of total accounts. However, I think the company is not being totally truthful here. I've seen research studies that suggest that over 10% of Twitter accounts are fake. I think even this number is probably too low.

    Twitter, more so than any other social media platform, is the easiest to set up fake account on. In fact, as most of you probably know, you can easily buy thousands of fake Twitter followers for as little as $5-$10. A while ago I even developed a simple hack that got me a little over 25k followers in less than 48 hours (don't worry, it was a test account I set up).

    And what about celebrity Twitter accounts? Back in 2013 it was discovered that Obama alone had ~20 million fake followers. In other words, just the fake followers Obama has makes up well over 5% of Twitter's entire user base. The same goes for pretty much all celebrities on Twitter... fake followers generally make up over 50% of their total followers.

    Overall, I think Twitter is vastly underestimating the percentage of fake accounts. I believe a more realistic estimate is 10%-15% fake accounts.
    Dec 9, 2014. 11:32 AM | 1 Like Like |Link to Comment
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