Twitter continues corporate executions. They have rolled through every senior executive. Most recently they have hired the investment banker from Goldman Sachs who peddled the recent IPO. Lots of road shows for this guy as investors big and small ask the important question. “Show me the cash flow” and remember when you said…?
In any event Alibaba is coming to the US market. They will have an enormous valuation making Twitter look mid cap. But the question becomes who are the executives. Twitter can change out people and the market can follow profiles. Alibaba is more opaque. Key Chinese Executives do not have the same visibility. So if you are suffering heart burn from Twitter Alibaba is not for you.
George Gutowski writes from a caveat emptor perspective.