As the new age of media continues to take shape Twitter (NYSE: TWTR) has established itself as an integral part of keeping in the know regarding the things we care about most. What started out as a simple messaging system a decade ago is now a robust and personalized communication platform for the masses.
As an investor in the company myself I certainly feel the pain of the stock price not realizing its potential thus far. It’s clear in hindsight that former leadership didn’t have what it took. However it’s plain to see that Dorsey and Bain are setting this business up for long-term success as opposed to capitulating to Wall Street’s desire to boost the stock price in the short-run. Leadership focused more on managing a stock price as opposed to the business is a big red flag and we aren’t seeing even the slightest hint of that behavior from this leadership team which makes me feel good about where they are headed.
This is a higher risk investment for sure, but we are watching the new age of media take shape and Twitter is going to be a part of it thanks to its strengths in its reach and the real-time content produced on its platforms. There's plenty of potential indeed and I do believe they finally have the leadership team in place to start unlocking it. Investors who can stomach a little volatility, go against the masses and take a longer view may want to give Twitter a look today.
Disclosure: I own shares of Twitter.