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I do think that Twitter's been getting steadily worse, but I'm not convinced that means they'll be less valuable in the future. I think if I were an investor,
by danShumway 5y ago
I do think that Twitter's been getting steadily worse, but I'm not convinced that means they'll be less valuable in the future.
I think if I were an investor, my thought might be that Musk might not be necessary to realize that growth (again, speaking in the long term, not that the current price is wrong). But I'm not an investor, I don't really know Twitter's numbers.
I guess the caveat I should give is that if I were an investor and I thought Twitter was falling and that Musk couldn't save it, this would be a particularly good opportunity to jump ship. So that could also be an angle I'm not thinking of.