[at5]

Your assertions are based on? Intuition? Mine are backed by data from market studies. Twitter is a known quantity and those who haven't signed up don't because they don't have a need to. Social networks are valuable because of the type and quantity of people there. You can do many things to monetize that. Not much you can do when that number doesn't grow. Notice the stock has fallen despite revenue growth being spectacular.

This is why people in industry don't always make it as CEOs. Knowing which game to play is key. Thinking like an investor is key too. Don't take it from me; take it from Buffett.

[sulam]

As an investor, I've made north of $5M on Twitter stock. At this point I hold 0 -- because I believe MAUs are dead in the water. I believe they'll be acquired and become a footnote in history.