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Dec 16, 2021Liked by The Science of Hitting

I agree with your take here, as a former TWTR owner/bull, I believe the service continues to be very valuable and under-monetized. But the probabilities are not on TWTR's side. And the decision is made easier when I think about owning FB/META instead (even with potential capital misuse).

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Dec 16, 2021Liked by The Science of Hitting

Great thoughts Alex. In agreement that the mDAU target is anchoring the stock, and I am doubtful they reach it by FY23. Whilst I think that doesn't actually matter, it certainly matters for the stock.

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