Thursday, July 30, 2015 6:55:19 AM
http://dtn.fm/CI3zl
Seeking Alpha Summary
- I'm finally buying Twitter after it went on sale today.
- Twitter reported nothing that surprised me. This allowed me to follow through with my strategy to buy it after earnings.
- The company botched the messaging. Messaging matters to short-term investors. The fundamentals of the business matter to me.
- Project Lightning is still a catalyst to engagement improvement.
- Periscope is still my favorite social media app. It is in the winner's circle with Instagram and Snapchat.
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