In the video below Fool portfolio manager Matt Argersinger and managing editor Eric Bleeker discuss tech events across the past week.
In this segment, the two discuss the recent drop in Twitter's (NYSE:TWTR) share price. The company's shares hit $74.73 in December, but have since fallen back into the mid-$40 range. Eric noted finding it amusing that he saw a "Twitter in Freefall!" headline, as Twitter's share price is still over 75% the price of its IPO.
The two discuss some threats to Twitter, such as reports that only 11% of users from 2012 are still tweeting. They also compare how Twitter is a superior news information service compared to a social peer like Facebook (NASDAQ:FB), and what value that provides to a very broad user base. Finally, the two debate the merits of investing in Twitter or Facebook, with Matt siding with Twitter while Eric is more concerned about recent Twitter usage statistics.
To see their full thoughts, watch the video below.