Thursday, December 26, 2013

The Twitter

$TWTR – Twitter stock having a huge move. CNBC debating on the future of the stock.  For anyone who has been around since the 1990’s, we all know how this ends – right?  Maybe “this time is different,” but I can’t help thinking of those internet, tech, and B2B high flying stocks of 1999-2000.

The big difference is that people actually use Twitter.  Some of those late 1990’s stocks didn’t have much of a business model.

That being said, Twitter is free, right?  It has lots of eyeballs on it.  I use it all the time.  But I haven’t spent a dime.  I don’t see any advertisements on it, either.

How does that business model work over the long term?

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