Twitter Inc (TWTR)

[JetsamTrader]

Just thinking out loud but when I look at the high percentage of insider owned stock, low undervalued pps and their huge pile of cash reserves I wonder if TWTR is considering going private. If the market won't play nice then they might take their ball and go home. It would probably be a %20-%40 upside for investors to agree to let them off the NYSE.

I'm also wondering why TWTR gave itself such a conservative guidance for Q3. Analysts estimates look too high and designed to keep them on the hook for underperforming even if they report in the green. TWTR seems on track to beat their own guidance with streaming and ad initiatives. Some kind of push-pull game being played here.

Ouside of that pure speculation, post earnings brought another over-reaction when there were no surprises with the numbers but it hit higher lows with a quicker recovery as expected. If you take a snapshot of TWTR as it is right now... it's greatly undervalued below its IPO price.