![This episode was recorded in aired in February 2022. We cover Twitter's history, why it's delivered negative returns since IPO, and why there are reasons to be optimistic about the platform going forwards. Our guest is compound248, an anonymous professional investor. <br /> <br /> For the full show notes, transcript, and links to the best content to learn more, check out the episode page here: https://www.joincolossus.com/episodes/67636774/compound248-twitter-towing-the-clown-car-out-of-the-goldmine<br /> <br /> -----<br /> <br /> This episode is brought to you by Visible Alpha. The team at Visible Alpha built a platform to analyze consensus data and financial metrics on over 6,000 public traded companies. Rather than having to dig through models one by one, Visible Alpha extracts data from every line item across sell-side models so you can better understand expectations on metrics beyond just revenue and earnings. Try Visible Alpha for free by visiting visiblealpha.com/breakdowns<br /> <br /> -----<br /> <br /> This episode is brought to you by Quartr. With Quartr, you can access conference calls, investor presentations, transcripts, and earnings reports – straight from your pocket. Quartr is 100% free and includes companies from 12 markets including the US, the UK, Canada, India, and all the Scandanavian countries. Quartr is available for both iOS and Android, so check out the app today.<br /> <br /> -----<br /> <br /> Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.<br /> <br /> Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.<br /> <br /> Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss<br /> <br /> Show Notes<br /> <br /> [00:00:00] - Introduction<br /> [00:02:40] - [First question] - The history of Twitter and where we are today<br /> [00:10:44] - The size and scope of Twitter and what drives their business and unit economics<br /> [00:18:54] - Reconciling differences between Twitter and competitive social media platforms<br /> [00:24:36] - Bridging the gap between Twitter and their competitors<br /> [00:29:38] - What about their legacy system had to be rebuilt in order to grow again<br /> [00:34:35] - Unique shareholder dynamics, activists in the boardroom, and leadership change; Compound's open letter to Management<br /> [00:43:35] - Capital allocation and how investment analysts look at and measure their ROI<br /> [00:49:00] - Efforts to innovate around new use cases and Twitter’s opportunity set<br /> [00:55:30] - What builders and investors can learn from studying Twitter’s story<br /><br />#businessbreakdowns #twitter](https://media.thebusinessprofessor.com/wp-content/plugins/youtube-feed-pro/img/placeholder.png)
This episode was recorded in aired in February 2022. We cover Twitter’s history, why it’s delivered negative returns since IPO, and why there are reasons to be optimistic about the platform going forwards. Our guest is compound248, an anonymous professional investor.
Show Notes
[00:00:00] – Introduction
[00:02:40] – [First question] – The history of Twitter and where we are today
[00:10:44] – The size and scope of Twitter and what drives their business and unit economics
[00:18:54] – Reconciling differences between Twitter and competitive social media platforms
[00:24:36] – Bridging the gap between Twitter and their competitors
[00:29:38] – What about their legacy system had to be rebuilt in order to grow again
[00:34:35] – Unique shareholder dynamics, activists in the boardroom, and leadership change; Compound’s open letter to Management
[00:43:35] – Capital allocation and how investment analysts look at and measure their ROI
[00:49:00] – Efforts to innovate around new use cases and Twitter’s opportunity set
[00:55:30] – What builders and investors can learn from studying Twitter’s story