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  • Twitter: The Harbinger Of Tech Bubble Version 2.0?
    Sun, Sep. 14 TWTR 16 Comments

    Summary

    • Twitter's operating loss of $277 million year-to-date is overlooked by investors.
    • Twitter's triple-digit P/E multiple is understated using adjusted earnings that ignore recurring stock-based compensation expenses.
    • Recent sell-side opinions continue to ignore Twitter's unprofitability, expensive valuation and strong recent performance as well as it being a potential source of capital for the Alibaba IPO.
  • Twitter Continues To Play Follow The Leader
    Tue, Sep. 9 TWTR 9 Comments

    Summary

    • Twitter's "buy button" is the latest effort borrowed from Facebook.
    • Twitter is becoming a smaller, less profitable version of Facebook.
    • The marketplace is rewarding the imitator with a higher valuation than the innovator.
  • Twitter's Valuation Does Not Make Sense
    Fri, Aug. 29 TWTR 88 Comments

    Summary

    • Twitter's 2015 consensus revenue growth rate of 66% does not justify its excessive earnings multiple.
    • Looking at "Price Earnings to Revenue Growth" ratios, Twitter is 80% more expensive than Facebook.
    • Taking both Facebook's and Google's "Price Earnings to Revenue Growth" ratios into consideration, Twitter is worth $39.
  • Best Buy: Monthly Retail Sales Data Bode Well For Best Buy
    Nov. 17, 2013 BBY 6 Comments
  • Best Buy: Is Price Matching Accelerating Amazon's Declining Growth Rates?
    May. 24, 2013 BBY 6 Comments
  • Best Buy: Be Careful Shorting A Cheap, Event-Driven Stock
    Apr. 17, 2013 BBY 4 Comments
  • Best Buy's Upcoming Catalysts Warrant The Barrage Of Upgrades
    Mar. 21, 2013 BBY 11 Comments