If Twitter prices at $12B on opening day, are you a buyer? Hold or long hold?
Adam Rifkin stashed this in Investing
Stashed in: Twitter!, @semil, Valuation, Twitter, Favorites, NextDoor
Semil Shah asked this question on Twitter. Here are the responses:
Semil (@semil)8/2/13, 5:42 PM
Q: If Twitter prices at $12B on opening day, are you a buyer? Hold, or long-hold?
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Ryan Jones (@rjonesy)8/2/13, 5:43 PM
@semil buy
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Tim Hoyt (@TimHoyt)8/2/13, 5:46 PM
@semil buy
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sean rose (@sean_a_rose)8/2/13, 5:54 PM
@semil I don’t sense a significant long term product vision from Twitter (or at least they haven’t tipped their hand yet). Buy, reluctantly.
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Yann Brandt (@yannbrandt)8/2/13, 6:00 PM
@semil definitely a buyer. $FB is showing the path to managed mobile content. Plus Twitter is better in mobile than PC. Unlike FB and LNKD
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Adam Besvinick (@Besvinick)8/2/13, 6:08 PM
@semil long-hold without thinking
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Seth Gold (@seth_gold)8/2/13, 6:16 PM
@semil hold @twitter for 10yrs min. Also super long Google, as Page wants the Big G to employ 1 million in the future
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Andrew Bryk (@andrewjbryk)8/2/13, 6:18 PM
@semil definite buy
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Nirav Tolia (@niravtolia)8/2/13, 6:30 PM
@semil Huge buyer at that price.
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Chris Kurdziel (@ckurdziel)8/2/13, 7:08 PM
@semil I think it’s a buy. maybe irrational, but it’s truly changed my life.
6:06 PM Aug 05 2013