Twitter’s ad revenue per user continues to grow, surpassing other social networking companies,
Twitter just agreed to a commercial deal with the National Football League to distribute proprietary content (short replays) to Twitter users. This establishes the importance of Twitter to partner companies. Cha Ching.
As Twitter attains a similar active user base to Facebook, the upside opportunity versus our current valuations is significant.
George Gutowski writes from a caveat emptor perspective.