Twitter (TWTR +0.00%) is lagging both Facebook (FB -2.43%) and LinkedIn (LNKD +0.00%) when it comes to user growth, and this has generated material concerns among Wall Street analysts. However, the company is clearly outperforming on revenue, as Twitter is doing a great job at increasing monetization levels. Wall Street could be underestimating Twitter's potential for sale growth via improved monetization.
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Andres Cardenal, CFA is a tenacious student of the best businesses and investment opportunities in the world. Andres is an economist and CFA Charterholder living in Buenos Aires, Argentina. Naturally flavored.
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