Friday, August 1, 2014

Three Reasons Wall Street Got It Wrong with Twitter Stock




On Monday I was asked to visit 30 Rock Studios and chat with the closing bell team on CNBC about Twitter's earnings. The analyst David Seaburg of Cowen and Company is obviously a very smart guy. In his view, Twitter is a "one trick pony." I disagreed. It made for great TV, but I thought I'd articulate exactly why I'm bullish on Twitter, and why I think Wall Street Analysts like David miss the mark when looking at social media networks.





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