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Brian Bain  

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  • Chesapeake Has Likely Bottomed From Here [View article]
    Great article, clear and to the point. Thanks Chris.
    Aug 13, 2015. 06:59 PM | 1 Like Like |Link to Comment
  • Encana Poised For Major Profit Growth Through Natural Gas Exports [View article]
    CZ2,

    Great questions, thanks for asking. You'll notice that most NG is getting pummeled (see $FCG) right now. I think the primary factor in price action is oil prices. If you put overlapping charts they'd probably almost mirror each other. IMO these are incredible prices to get into NG companies as I believe NG will be a significant fuel in the future. I anticipate adding some today actually.

    All the best,
    Brian
    Aug 6, 2015. 08:11 AM | Likes Like |Link to Comment
  • Is Twitter Facebooking? [View article]
    Hunchbackof,

    Thanks for your comment. Great questions that I believe get to the heart of many investor concerns. Unfortunately, if there are answers, they aren't sharing.

    All the best,
    Brian
    Jul 30, 2015. 11:08 AM | Likes Like |Link to Comment
  • Is Twitter Facebooking? [View article]
    wiserperson871,

    Thanks for your comment. I believe that management is the key.

    All the best,
    Brian
    Jul 29, 2015. 08:00 PM | Likes Like |Link to Comment
  • Is Twitter Facebooking? [View article]
    Thumaws,

    Great questions. Has Twitter reached a user ceiling? If the service doesn't change at all, an argument could be that growth could be unimpressive moving forward. Will the developing world (newer markets) care about Twitter?

    There are around 500 Million people who go to Twitter monthly and never login. Facebook won't allow you to see content without an account. What if Twitter did that? Would they double their active user base?

    What if Twitter decides to deal with it's spam issue? What if Twitter selects some core competencies and masters them? What if Twitter finds ways to help users filter through the avalanche of Tweets that can overwhelm news feeds? What if Twitter cleans things up and offers users a fantastic experience as it establishes itself as the world's source of instant (and quality) news and information?

    Lots of "what ifs" but also lots of things that I believe could increase active users. Unfortunately, no guarantees.

    I think that if Twitter can clean up the user experience and refine the business model, revenues and more users will follow. Time will tell.

    As for your valuation question, great question. Assuming revenue and user growth stalls, then I think that could impact the valuation as you mention (shrink the time frame). After all, if revenues and growth don't pick up, there isn't much additional value for the future to offer.

    A little rambling, but hopefully helpful.

    All the best,
    Brian
    Jul 29, 2015. 08:00 PM | 1 Like Like |Link to Comment
  • Is Twitter Facebooking? [View article]
    KoacNation,

    Thanks for the comment. You make great points in contrasting TWTR and FB, plenty of differences there.

    I like to think my article was fairly even handed and far from cultish, but you are welcome to your opinion.

    I fully believe that Twitter has some major challenges ahead and they very well may not overcome them well. The biggest challenge seems to be a management that has little direction or conviction.

    I by no means think that Twitter is an easy home run or a sure pick. I simply believe the potential is worth consideration for a small, speculative position.

    I appreciate your comment, it challenges me to be a better investor.

    All the best,
    Brian
    Jul 29, 2015. 02:48 PM | Likes Like |Link to Comment
  • Is Twitter Facebooking? [View article]
    Piptief,

    Thanks for the comment, the challenges Twitter faces are very real and in the end you could be right.

    All the best,
    Brian
    Jul 29, 2015. 02:42 PM | 1 Like Like |Link to Comment
  • Is Twitter Facebooking? [View article]
    6269751,

    Thanks for the comment and kind words. You raise excellent points as to the challenges Twitter faces. At the core, they need the visionary leadership you mention and at present, there are no signs of it.

    This is my greatest reservation and concern in owning the company.

    All the best,
    Brian
    Jul 29, 2015. 02:41 PM | 1 Like Like |Link to Comment
  • Is Twitter Facebooking? [View article]
    dieuwer,

    I agree, the key to everything will be quality management and so far we have not been given a lot of reason for confidence there.

    Major question mark that needs to be answered in order to unlock the value there.

    All the best,
    Brian
    Jul 29, 2015. 02:38 PM | Likes Like |Link to Comment
  • Is Twitter Facebooking? [View article]
    Richard Cabrera,

    Great points on CEO struggles and agree could fall sub-$30. Frustrating to see the lack of leadership in this organization.

    All the best,
    Brian
    Jul 29, 2015. 12:21 PM | Likes Like |Link to Comment
  • Is Twitter Facebooking? [View article]
    tunaman4u2,

    Thanks for your comment, you make great points in contrasting FB and TWTR. TWTR is primarily a news and information source and secondarily a way to connect with influences. I think the news and information piece offers great value, but management has yet to show they can unlock that.

    All the best,
    Brian
    Jul 29, 2015. 12:20 PM | Likes Like |Link to Comment
  • Is Twitter Facebooking? [View article]
    copywryter,

    Thanks for your comment, you do a great job of articulating a lot of Twitter's challenges. I think many of these things could be addressed, but whether or not they will, and how is unfortunately still very TBD.

    All the best,
    Brian
    Jul 29, 2015. 12:17 PM | 1 Like Like |Link to Comment
  • Is Twitter Facebooking? [View article]
    pennywatchdog,

    Thanks for the kind words.

    All the best,
    Brian
    Jul 29, 2015. 12:15 PM | 2 Likes Like |Link to Comment
  • Is Twitter Facebooking? [View article]
    Almontas,

    Great points, thanks for your comment. As mentioned in a previous comment:

    "Another factor that makes Twitter and FB and difficult comparison is that FB is much more relational whereas Twitter is almost more consumption and information based. That makes it easier for people to not commit to Twitter by creating an account, etc."

    The other services you mention are much more relationship based which makes a big difference in user growth.

    I think the greatest value for Twitter would be to stay independent under new management, but I think the management the company really needs is the entrepreneurial kind. Twitter still needs a trailblazer. Unfortunately, most of those people would rather start their own company.

    All the best,
    Brian
    Jul 29, 2015. 12:13 PM | 1 Like Like |Link to Comment
  • Is Twitter Facebooking? [View article]
    Almontas,

    Thanks for your comment. Another factor that makes Twitter and FB and difficult comparison is that FB is much more relational whereas Twitter is almost more consumption and information based. That makes it easier for people to not commit to Twitter by creating an account, etc.

    All the best,
    Brian
    Jul 29, 2015. 12:10 PM | Likes Like |Link to Comment
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