I wonder what the Tesla/Elon Musk bulls are thinking now that TSLA shares are significantly off and Musk is distracted by Twitter? Musk is an erratic, volatile personality and getting distracted easily is what such personalities do. We warned you that Musk was not the world's greatest corporate chief (articles below), and certainly not the … Continue reading CEOs Matter: Elon Musk.
I have never witnessed a Technology company that so obviously lacks Product Market Fit ("PMF"), choose to ignore this existential weakness and instead focus on M&A litigation. Twitter (ticker: TWTR), has its priorities out of order. Perhaps it is because Twitter knows that it lacks PMF and the culture to solve the problem that it … Continue reading Twitter Is A Dumpster Fire
Twitter (TWTR), is not willing to be more forthcoming in its M&A due diligence process with Elon Musk because the company knows it has a Bot problem. Twitter knows that a 20-40% Bot problem will result in a similar haircut by Mr. Musk to the deal's total purchase consideration. Twitter CEO Parag Agrawal is spinning … Continue reading Twitter Is Lying Through Its Teeth
Here is our follow-up to our recent article Facebook Will Be Next. We have stated on a number of occasions that social media companies such as Meta/Facebook and Twitter overstate the number of active users given that the active user metric is a self-reported figure and given that no outside firm has the ability to … Continue reading Facebook and The Blockchain
It appears that Elon Musk does perform due diligence. Today the market freaked out when Elon Musk essentially said his Twitter (TWTR), acquisition is on hold pending due diligence. Specifically, as common sense would suggest, Musk does not take Twitter at face value when the company says that fake accounts are less than 5% of … Continue reading Elon Musk Does Perform Due Diligence
Years of weak management and weak corporate governance are the reasons why Twitter is in the mess it is in. Twitter has been social media's weak sibling since its inception, trailing some combination of Facebook/Instagram and TikTok for over a decade. The fact that Twitter is in the position it is in is hardly a … Continue reading Twitter Made Its Own Bed
Twitter named its Chief Technology Officer - Parag Agrawal - Chief Executive Officer effective immediately. Twitter co-founder Jack Dorsey stepped down from his CEO post and will remain on Twitter's Board. This change was long overdue in our view as Mr. Dorsey had simultaneously been CEO of two public companies - Twitter (TWTR) and Square … Continue reading Twitter’s New CEO: Parag Agrawal
Both Facebook (Facebook Blue and Instagram) and Twitter have an enormous Bot problem. Fake user accounts are included in active user counts and therefore contribute to Ad rates. Facebook said it took down 1.3 billion fake accounts October-December which is not to say it removed every last fake account or even a majority of them. … Continue reading The Facebook and Twitter Ad Scam
We compared Product Development/ Research & Development investment as a Percentage of Revenue for 20 Technology companies across a variety of subsectors. Our comparison focused on the December quarter. Click HERE to download the table as a PDF. Tickers mentioned: AAPL ADBE ADSK AMZN CRM CSGP FB GOOG IBM ICE MSFT NFLX ORCL PYPL SHOP … Continue reading We Compared Product Development Investment for 20 Tech Companies
Tickers mentioned: AAPL AMZN FB GOOG PYPL SNAP TTD TWTR Google is flexing its online advertising muscles. The company will eliminate third-party advertising cookies and will not replace them with technologies that make it possible to track individual users across the Internet. Google and other Technology giants control the most eyeballs and will continue to … Continue reading Google Flexes Its Online Advertising Muscles. Big Fish Get Bigger.