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Stock Picking Insights | Conservative Investing | Audio Support for stockpickinginsights.com
Stock Picking Insights
36 episodes
4 days ago
Insights for long-term stock pickers. Make better decisions when faced with the inherent uncertainty of stock picking. Hi! I’m André. Here’s my investing style: Fundamental approach Ten year timeframes or more Very concentrated, with almost 90% of my invested portfolio in a few individual companies Low turnover: a median and average of two individual stock trades per year Circle of competence: consumer brands Geographies: Europe and US
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All content for Stock Picking Insights | Conservative Investing | Audio Support for stockpickinginsights.com is the property of Stock Picking Insights and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Insights for long-term stock pickers. Make better decisions when faced with the inherent uncertainty of stock picking. Hi! I’m André. Here’s my investing style: Fundamental approach Ten year timeframes or more Very concentrated, with almost 90% of my invested portfolio in a few individual companies Low turnover: a median and average of two individual stock trades per year Circle of competence: consumer brands Geographies: Europe and US
Show more...
Investing
Business
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019 Twitter mDAU doesn’t tell the whole story - Stock Picking Insights - Conservative Investing
Stock Picking Insights | Conservative Investing | Audio Support for stockpickinginsights.com
9 minutes 47 seconds
4 years ago
019 Twitter mDAU doesn’t tell the whole story - Stock Picking Insights - Conservative Investing

Written Post: http://stockpickinginsights.com/twitter-mdau-doesnt-tell-the-whole-story

0:00 Intro

1:36 From Twitter MAU to Twitter mDAU: History

6:25 Can mDAU substitute MAU?


We will take a look at part of Twitter’s user growth history by analysing Twitter mDAU and MAU. The objective is to analyse the company as a potential investment.

One of the most important metrics in a social media advertising company is user growth. User growth allows the same ad space to reach more people, as explained when Facebook was analysed from a quantiative standpoint. It also increases network effects due to the volume of content created and data collected.

Rising mDAU is great because it means that users are engaging more with the platform than before. But it doesn’t necessarily mean that the total number of users accessing Twitter is growing (MAU). We can have rising mDAU with decreasing MAU, which is comparable to cost reductions in a business: how much more can you squeeze?


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Stock Picking Insights | Conservative Investing | Audio Support for stockpickinginsights.com
Insights for long-term stock pickers. Make better decisions when faced with the inherent uncertainty of stock picking. Hi! I’m André. Here’s my investing style: Fundamental approach Ten year timeframes or more Very concentrated, with almost 90% of my invested portfolio in a few individual companies Low turnover: a median and average of two individual stock trades per year Circle of competence: consumer brands Geographies: Europe and US