TWTR

Top Stocks Insiders are Buying and Unloading this Week

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 In this report we examine stocks that C-level officers and directors  bought and sold ending the week of September 22nd, 2017.  Insiders sell stock for a variety of reasons but they generally buy for just one, to make money.  We only look at material amounts of money, $100k or more, as anything less could be window dressing.  The bar is different on selling as the natural state of management is to be sellers.  Most companies provide significant amounts of their compensation packages as stock. Therefore we analyze selling for unusual patterns; such as insider selling 25% or more of their … Read more

$TWTR how do you figure what it is worth?

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Valuation is thought of as relative valuation and absolute valuation.  On an absolute value many stocks in the tech arena such as Amazon appear to be overvalued.  Its only on a relative value metrics that analysts can justify many of these nosebleed values. And money is money as proven by Microsoft’s astonishing all cash offer of $26.2 billion for LinkedIn.  That begets the question, since Twitter is up for sale, what’s it worth?  On a relative value it may be worth far more than it is currently trading at. Company Active daily users  Market Cap   Price per User  Twitter           350,000,000 … Read more

”s a very bad thing

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There is something very unsettling about this market.  Perhaps there is no better example than the news of  Twitter appointing a new CFO today. Twitter is up over 4% at the time of writing on their appointment of Goldman Sach’s reknown technology banker, Anthony Noto.  Is that a good thing, really?  When a $20 billion company that just went public announces a new CFO, that is never a sign of outstanding current financial performance.  Just the opposite actually.  You don’t need a new CFO if the business is unfolding as planned or even tolerably well.  Instead you make this gut wrenching … Read more