Twitter IPO

[AtW]

Too much noise. Not enough signal. It's a conduit for mindless drivel.

And how that affects ethics in any way?

[jamesbrown]

Of course it's taking on some risk which I am comfortable with. If you don't want a punt (any risk) then you will also limit your rewards, you may as well buy US bonds and be happy with your tiny return. Twitter is not going to go under in the next few years and it has potential to make huge amounts of profit in advertising and selling its firehose for analysis, it has limited costs due to the content all being generated by users.

Punt implies a high level of risk, which is exactly what this is. If your target price is $100, you are indeed a Billy Bunter.

[russell]

Twitter is an absolute punt on the fundamentals, reminiscent of the dotcom boom. But that doesn't mean you can't make money from stagging the shares or even from holding them long-term and gambling on their current rapid rate of earnings growth to continue. Afterall, Facebook also didn't look too clever until recently. There's a couple of things that put me off, though. First, I don't like investing in businesses where the fundamentals require such a high degree of extrapolation and assumption, and this puts me off a long-term investment. Second, as a retail investor, you're at a strong disadvantage in terms of stagging the shares, and will have to wait until these shares hit the open market, already at a considerable premium on the IPO price (which will, itself, likely rise considerably between now and actual IPO). So, even though the current IPO pricing is somewhat tempting relative to the market froth (not the fundamentals), I won't be investing myself.

Of course it's taking on some risk which I am comfortable with. If you don't want a punt (any risk) then you will also limit your rewards, you may as well buy US bonds and be happy with your tiny return. Twitter is not going to go under in the next few years and it has potential to make huge amounts of profit in advertising and selling its firehose for analysis, it has limited costs due to the content all being generated by users.

[MaryPoppins]

Too much noise. Not enough signal. It's a conduit for mindless drivel.

Absolutely +1

[jamesbrown]

Twitter is an absolute punt on the fundamentals, reminiscent of the dotcom boom. But that doesn't mean you can't make money from stagging the shares or even from holding them long-term and gambling on their current rapid rate of earnings growth to continue. Afterall, Facebook also didn't look too clever until recently. There's a couple of things that put me off, though. First, I don't like investing in businesses where the fundamentals require such a high degree of extrapolation and assumption, and this puts me off a long-term investment. Second, as a retail investor, you're at a strong disadvantage in terms of stagging the shares, and will have to wait until these shares hit the open market, already at a considerable premium on the IPO price (which will, itself, likely rise considerably between now and actual IPO). So, even though the current IPO pricing is somewhat tempting relative to the market froth (not the fundamentals), I won't be investing myself.

[doodab]

What's your ethical problem with Twitter?!?!

Too much noise. Not enough signal. It's a conduit for mindless drivel.

[russell]

Depends how long you are in it for, as I said above, stick around long term and you will probably make money

Yeah I see you edited your post after realising it made you sound like a idiot.

[SimonMac]

So no share has ever increased by 5 times , have a look at Google (10x in under 10 years), Apple and many others. Twitter is part of everyday life and the potential to make profits is huge, they are currently only scratching the surface.

Depends how long you are in it for, as I said above, stick around long term and you will probably make money

[russell]

$100 a share, you are having a laugh, top of the offer price range is $20 and if you think they are going to be worth 5 times that you are dumber than a post!

So no share has ever increased by 5 times , have a look at Google (10x in under 10 years), Apple and many others. Twitter is part of everyday life and the potential to make profits is huge, they are currently only scratching the surface.

[SimonMac]

Anyone going to buy shares in Twitter when they go public? I am going to get some for my ISA S&S. Can;t see them not going +$100.

$100 a share, you are having a laugh, top of the offer price range is $20 and if you think they are going to be worth 5 times that you are dumber than a post!

Twitter still has no solid revenue stream and is losing money quarter on quarter, it is a good long term punt if they can sort out some way to make money, those who get in early will also make money

[AtW]

As an ethical investor, no, on principle. I wish Twitter hadn't been invented.

What's your ethical problem with Twitter?!?!

[Boney M]

Good luck with that, can see you getting burnt

[Bunk]

I'm staying well clear. Too risky for me.

[doodab]

As an ethical investor, no, on principle. I wish Twitter hadn't been invented.

[russell]

Anyone going to buy shares in Twitter when they go public? I am going to get some for my ISA S&S. Can;t see them not going +$100.