JMo Capital
Connect and keep up!
  • Home
  • Blog
  • Media
  • Stuff I've Done
  • About
  • Watercolors

Why Any of This Matters

If you don't write down what you're thinking, you're short-selling yourself on some of your best ideas. That's why this is here.

Latest Fool.com Articles

If It Was Easy Everybody Would Be Doing It

10/6/2016

1 Comment

 
Picture
If Twitter is indeed looking to sell (and it sounds like it is) I’d be surprised to see a situation where “nobody out there wants it.” Twitter the platform isn’t going away; it’s too important. You know that as well as I. There are businesses out there that covet its value; it all just boils down to how much they want to pay for it.

This is a tough situation for investors no doubt. Whatever you decide to do, don’t let your emotions make your decision. It’s just no way to invest. And to be clear, I’m checking myself on that same front all the time, especially today where headlines are telling us that all hope is gone.

I’ve been as big a Twitter advocate from the investor’s perspective as anyone. I love the platform and all of its potential. But it’s not been a good investment. Some of you have asked what action I’m taking, if any. I own Twitter shares and my cost basis is $23 per share. I imagine my perspective is quite different from someone who has a cost basis of $45, but that’s investing and we all know price always matters. Much as it matters to any potential suitors. I have no intentions of selling any shares. I don’t need the money right now and I’ve consistently said that the 3rd and 4th quarters of this year would tell me all I need to know about where this business was headed. Either the live streaming initiative helps lead the way forward or it doesn’t.

Based on what we’ve heard it sounds like management would like to have a deal done by the time they announce results toward the end of this month, but who knows. I certainly don’t; I’m only going on what I’ve read. And if for some reason all of this acquisition talk turns out to be a total sham, well then I’ll reassess. But I’ll likely stick with my initial plan of giving the business the final two quarters of the year to see how it has been able to take advantage of the opportunities 2016 has presented.

Keep calm and hit ‘em with the Hein.
​
JMo
1 Comment
baba booey
10/10/2016 08:52:55 am

+1 for the 'hit 'em with the Hein' shout out lol.

Reply



Leave a Reply.

    Author

    My name is Jason A. Moser and I'm lucky enough to have a job doing what I love to do: investing. But my family, golf, music, watercolors, reading, writing, current events...these are all things that matter to me. Consider yourself warned.

    Archives

    October 2018
    September 2018
    June 2018
    May 2018
    March 2018
    January 2018
    November 2017
    August 2017
    July 2017
    May 2017
    April 2017
    March 2017
    February 2017
    November 2016
    October 2016
    September 2016
    August 2016
    April 2016
    January 2016
    December 2015
    November 2015
    October 2015
    July 2015
    June 2015
    April 2015
    January 2015
    November 2014
    March 2014
    February 2014
    December 2013
    November 2013
    October 2013
    September 2013
    August 2013
    July 2013
    June 2013
    May 2013

    Categories

    All

    RSS Feed

Powered by Create your own unique website with customizable templates.