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Mark Holder

Twitter: Solid mDAU Chart

The market is far too skeptical on Twitter's (TWTR) switch to reporting mDAUs. The DAUs are always a more meaningful measure and the clean up on the platform health has made the MAUs virtually worthless. 

Ideally, Twitter would continue reporting MAUs to see the amount of users that could easily and quickly convert to daily users, but this is the metric that drives usage growth and hence revenues. 

The stock remains a good deal around $30 and into the $20s. The company guided conservative and one should expect annual revenue above 20% placing '19 revenues above $3.6 billion. 

Disclosure: Long TWTR 

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