Home » Bear Case Scenario » Bear Case Scenario Twitter $TWTR, $FB, $YELP, $LNKD, $YHOO, $GOOG, $BIDU, $TCEHY

Bear Case Scenario Twitter $TWTR, $FB, $YELP, $LNKD, $YHOO, $GOOG, $BIDU, $TCEHY

Twitter (NYSE:TWTR) is about to release closely followed earnings results. Wonder if Vegas sports books are taking wagers on the PE ratio. In any event ponder this Bear Case Scenario as you listen to management comments.

Twitter is highly dependent on one advertising product. Diversification will be the name of the game.

The user base is still significantly smaller than many other tech giants with social media qualities.

MAU growth shows signs of slowing. This is not good at this stage of the business.

George Gutowski writes from a caveat emptor perspective.