Twitter (NYSE:TWTR) is lagging both Facebook (NASDAQ:FB) and LinkedIn (NYSE:LNKD.DL) 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.
Andres Cardenal, CFA is a tenacious researcher of the best investment opportunities around the world. Andres is an economist and CFA Charterholder living in Buenos Aires, Argentina. Naturally flavored. Follow me on Twitter for more investment ideas: Follow @andrescardenal
- Mar 10, 2015 at 5:25PM
- Technology and Telecom