Twitter, Inc. (TWTR)

40.15
NYSE
Prev Close 39.35
Day Low/High 38.93 / 40.24
52 Wk Low/High 20.00 / 44.09
Exchange NYSE
Shares Outstanding 790.95B
Market Cap 31.12B
P/E Ratio N/A
Div & Yield N.A. (N.A)

Extra! Extra! Read All About It!

Throughout the last six months, Danielle DiMartino Booth and I have warned of the imminent turn (lower) in the consumer and in personal consumption expenditures. The trend was already in place and then the coronavirus spread: New state and local off...

Real Money Post Industrial Average Holds Own Amid Covid-19 Selloff

Real Money Post Industrial Average Holds Own Amid Covid-19 Selloff

Amid a flood of corporate warnings over the coronavirus, all the major stock market indexes finished last month down 6.4% to 10.1%.

Jim Cramer: Why I Don't Buy the Myth of Single-Stock Risk

Jim Cramer: Why I Don't Buy the Myth of Single-Stock Risk

The massive movement toward sector ETFs is just simply not prudent. Here is why.

The Other Side of the Moon

"If all we had were roses, would the thorns then be beautiful?" - Grandma Koufax Truths and roses both have thorns about them but patiently travelling and navigating, in a consistent but objective and analytical way (in our markets) often brings on ...

Elliott Management Has Its Reasons for Wanting a New Twitter CEO

Elliott Management Has Its Reasons for Wanting a New Twitter CEO

Five years after Jack Dorsey began his second stint as Twitter's CEO, the microblogging platform still has a lot of unrealized potential.

Twitter Soars on Elliott Stake: Where's the Blue Bird Headed Next?

Twitter Soars on Elliott Stake: Where's the Blue Bird Headed Next?

Activist investor Elliott Management has taken a $1B position in the social media company.

Tweet, Tweet!

Tweet, Tweet! On Friday morning I reestablished my Twitter long: Feb 28, 2020 ' 10:40 AM EST DOUG KASS Back Buying Twitter I recently sold my entire long position in Twitter (TWTR) (at $37-$38). I am back buying this morning at $31.75.  Over the wee...

Back Buying Twitter

I recently sold my entire long position in Twitter (at $37-$38). I am back buying this morning at $31.75.

Green in a Sea of Red

For trading purposes, I like to see stocks that are green in a sea of red - as potential long targets. Today's four eligible trading stocks include Twitter , Alphabet , Microsoft , and Facebook . On point, from The Divine Ms M: Eddie Popitti called ...

An Honest and Still Ursine Market View

* At the market highs the S&P 500 Index was approximately 15%-20% overvalued * The S&P Index according to my calculus remains about 10%-15% overvalued (current price: 3230; fair market value: about 2850) * But, with the concentrated outperformance o...

The Market's Structure and a Black Swan (Called Coronavirus) Are a Toxic Cocktail of Risk

* Risk happens fast - as we now take the elevator down * At 4:45 am S&P futures were -90 and Nasdaq futures were -315 handles * Market structure - in which the majority of products and strategies are bullish and lie on "the same side of the boat" - ...

My Recent Moves

I thought it might be helpful to briefly summarize some of my more meaningful moves in the market over the last few weeks: * I eliminated Goldman Sachs around $240 (my year end 2020 target price) and reduced the size of my , and longs. Lower interes...

Higher Stock Prices Are the Ally of the Short Term Trading Community but the Enemy of the Long Term Investor

* Speculation is rising * Economic growth is slowing * Values are diminishing It is not only coronavirus that is growing contagious, so is speculation (see the climb in Tesla's share price today). Based on a plethora of reasons, I am now assuming th...

Buyer Beware

Twitter shares are trading higher today, and checking around as to why, points to activist speculation in the shares. While private equity shops have ample cash to put to work, readers should be mindful when engaging on the heels of such rumors. I p...

Jim Cramer: How to Value Apple and Walmart? Think Like the Sellers

Jim Cramer: How to Value Apple and Walmart? Think Like the Sellers

You have to be fluid and dynamic, and get in the head of the sellers of these stocks. And then you have to see what they give you.

My Takeaways: Here We Go Again

After gapping lower, the market saw its all-too familiar rally occur. As mentioned in my Diary, I sold short into the strength (adding a layer of trading shorts on top of my investment short position).  Down, up, down. The rally from the lows was st...

Pinterest Will Be More Profitable Than Twitter

Pinterest Will Be More Profitable Than Twitter

I think PINS is going to have a nice earnings win streak, and here's how I'm playing it.

Baffled by the Market? Blame the Money Managers

Baffled by the Market? Blame the Money Managers

Money management tends to drive action like we have now that appears irrational.

Investing, Trading and Morality: The Challenge of Coronavirus

Investing, Trading and Morality: The Challenge of Coronavirus

I hope you never find yourself in a position where you're hoping for a plague to spread or lives to be lost in order to make a buck.

Wuhan Virus Doctor's Death Demonstrates Leadership Downfall

Wuhan Virus Doctor's Death Demonstrates Leadership Downfall

Investors should continue to be suspicious of any rally in Asian shares, and beware false dawns from official Chinese figures that the WARS epidemic is under control.

My Takeaways: Rally Rages, FANG Sharpens, Twitter Flies

The aggressive and steady rally since the coronavirus scare continued today -- as stocks flatlined (for the last several hours) after the initial morning climb: * Market breadth was even -- after several days of large imbalances of advancers over de...

Twitter Is Flying High Today, Further Long-Term Gains Possible

Twitter Is Flying High Today, Further Long-Term Gains Possible

TWTR on Thursday released it's Q4 earnings report.

I'm Certainly In No Hurry to Short Twitter

I'm Certainly In No Hurry to Short Twitter

As long as the focus is on mDAU (monetizable daily active users) growth and this adds more users, it shouldn't drag on the stock price.

The Market Is Too Extended to Aggressively Chase but Too Strong to Short or Sell

The Market Is Too Extended to Aggressively Chase but Too Strong to Short or Sell

Most notable on my screens today is the action in Twitter.

Reducing Twitter

This  a.m. Twitter's shares are +16% (a gain of $5.40 to $38.76). Reflecting the changing reward vs. risk (after a +$10/share move in the shares from the recent lows), I have reduced my Twitter position from very large to medium-sized this morning.

Twitter Delivers

* Beats on revenues and engagement * I expect a +10% to +15% rise in the shares today I have been a steady buyer of Twitter for the last few months in the belief that the third quarter "bugs" would be resolved sooner than many expected. And, that us...

Facebook Is Getting What It Deserves

Facebook Is Getting What It Deserves

It's time we, the investing public, started focusing on companies that provide value-added services for humanity.

Facebook Should Be Fine Long-Term, But the Next Few Months Could Be Choppy

Facebook Should Be Fine Long-Term, But the Next Few Months Could Be Choppy

The social media giant warned that it's losing access to some of the third-party data it uses for ad targeting. However, it still has a lot of first-party data it can leverage.

Liquid

For those that are keeping score, I am very liquid today... Longs: , , , , , ,   , , , , and Shorts: , , , , , , , , , and __________ Long FDX (large), GLD (small), KSS, KHC (large), PZZA, TWTR (large), VIAC (large), M (large), GE (small), C, BAC, W...

Cuban Tweets

Mark Cuban declared he was long Twitter on Fast Money Halftime today.