– TWTR answered its doubting investors with a strong analyst day, offering new detail on its operations, articulating its long term strategy, and setting ambitious long term financial goals. – Management revealed that its 284M MAUs are buttressed by an
SaaS Revisited: Still Growing After All These Months The dramatic cost and performance advantages of web-scale cloud platforms over private data centers have lowered the barriers to entry for “Software as a Service” (SaaS) application developers – opening the door
TMT: Portfolio Update – Dreams, Comebacks, Skeptics and the Death Watch Redux Last quarter, we created a framework to assess TMT stocks, juxtaposing near-term cash flow expectations (5-year consensus cash flows) with long term expectations (post 5 year cash