I think I've said this more than a few times now but TWTR and SNAP are very similar stocks. Great ides, great management but very poor businesses. It's just t

I think I've said this more than a few times now but TWTR and SNAP are very similar stocks. Great ides, great management but very poor businesses. It's just too bad for SNAP that TWTR came first and wall street learned quickly and applied the lessons learned from TWTR to SNAP. Both companies are moving sideways now in terms of stock prices as almost no one thinks they are going to turn into great businesses but they also have huge markets and no one wants to miss out on the odd chance that they finally figure out a business model. I think they both have to find a way to segregate their own users into appropriate bins such that each bin doesn't have to associate with the others. I mean I use TWTR mostly for news sources for work, and personal and don't care about mixing the two. Tweetdeck is one example of such binning that makes TWTR so much better than the default view that it really surprises me that its' not the default view. I think the probe is that the advertising model like Google and Facebook use just isn't going to work well with Twitter. I can't think of a single add that they could server me that I'd have any interest in at all. That's why I was excited by moves like streaming NFL games, that's something I would pay for and a revenue model that might work. The fact that TWTR has been around for this long and still hasn't figured out a viable business model falls squarely on management and is a very good indication of just how poorly they have performed at their job. They have to get this figured out or the money will walk away and someone else will buy them at terms that aren't going to be very fun for the existing shareholders and employees.