Twitter Inc (TWTR)

[Donotunderstand]

To try and clarify


I generally am long and have never been short


I was long with the stock (not calls) from 15 to 20 to 25 to 30 to 35 to just about 40 - always arguing that one needs to look forward at potential and not backwards at the last quarter

We got some nice improvement along the way as I hoped for

At 45 - I do not see the CURRENT argument .. and I fear a bad quarter here and there can chop the PPS violently .

I would like to get back in - long - and hope my opening is more based on a market correction that sweeps this stock - then just stock specific bad news

At below 40 it is attractive again and at 35 a buy - IMO - on an assumption (hope that) they will learn to better craft and meld their product and execute in general in a world moving to digital advertising