ssk, i agree with your thoughts. perception is more important than reality when it comes to trading stocks, and LVWD is no exception. i mean, there are myriad stocks today with big earnings that are doing very little. then there is some wacky play like CCCR (which i'm happy to be playing) that has no business being up 73%.
all that to say, we can now point to a financial statement whose backlog language has changed to reflect Twitter, and that excites me a bit
Solid DD combined with timeliness and conviction is a recipe for profits.