Years ago we golf enthusiasts would glue ourselves to broadcast television at night to catch as much of the day’s Masters coverage we could get. It was almost always on the back nine and the TV screen was all we had. Fast-forward to today and we’re consuming our content in new ways that would have seemed unimaginable a short time ago.
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 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.
Watch early birdies from @JordanSpieth, @RickieFowler, @b_dechambeau, @TomWatsonPGA, and more. #themastershttps://t.co/AkZBIIUWEt
— Masters Tournament (@TheMasters) April 7, 2016
With a family of media apps now including Vine and Periscope, Twitter has a number of channels of content creation and distribution. While many investors' primary focus has been on monthly active users (MAU) and whether or not Twitter can actually grow this metric, it’s a mistake to ignore the logged out audience that Twitter content reaches on a daily basis. Taking a bearish look on the company today seems en vogue, but investors would be wise to think more about the future and where Twitter can go from here. Founder and CEO Jack Dorsey and COO Adam Bain head up a team dedicated to the company’s long-term success and there are a number of opportunities on the horizon that will serve as potential catalysts to grow Twitter’s global presence including the summer Olympics, the presidential election and the recently inked NFL Thursday Night Football deal.
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.
Risk: High
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.
Risk: High
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