Morgan Stanley analysts Scott Devitt, Jordan Monahan, Erhan Soyer-Osman and John Egbert rate Twitter Inc (NYSE:TWTR) as Underweight.
Twitter’s fourth quarter earnings
Twitter Inc (NYSE:TWTR)’s 4Q results show signs of slowing user growth and engagement:
Massif Capital’s Top Short Bets In The Real Asset Space [Exclisuve]
Since its founding by Will Thomson and Chip Russell in June 2016, the Massif Capital Real Asset Strategy has outperformed all of its real asset benchmarks. Since its inception, the long/short equity fund has returned 9% per annum net, compared to 6% for the Bloomberg Commodity Index, 3% for the 3 MSCI USA Infrastructure index Read More
- MAUs grew slower than expected, suggesting that Twitter may be finding it more difficult to capture a more mainstream audience. US MAUs came in at 54m (+3% Q/Q), vs. International MAUs of 187m (+5% Q/Q). We see 2014E US / Int