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Twitter: The Harbinger Of Tech Bubble Version 2.0?
- 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
- 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
- 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.
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