• Financials
• User Growth
• Monetization
• Twitter Spaces
• Investing in the Stock
• Earning Income from Twitter
Let’s look at how to
‘Earn Income from your cellphone’
(Thread) 👇🏽
• Introduction
Twitter is a microblogging and social networking service, and the man at the helm of the ship is no other than; @jack
For years, $TWTR has lagged other social media giants, some would even argue they’ve fallen asleep at the wheel-with regards to revenue growth
• Twitter Revenue
In 2020, Twitter earned $3.72billion in revenue.
It may seem impressive, but they lost over $1billion in 2020 - Tax liability.
Their user base grew, but ad revenue declined, mainly because of the pandemic, which created a dislocation between the 2.
• 2020 key metrics
• Debt= $4.4bill
• EPS= (-1.34)
• Current Ratio= (4.4)
*They need to invest capital wisely
Looking ahead, they need to unlock new avenues of income for their business and for their users too - they have to, or risk failing as a business.
• Q1 2021
Saw 28% improvement in total revenue compared to Q1 2020
Total income : $1billion
Their international market grew by 41% compared to Q1 last year. - showing strong recovery since the onset of pandemic.
So what’s the Bull case? 👇🏽
• What’s New?
Twitter is slowly running out new features to try to grow revenue and attract more users.
You may have already seen the new tab ‘monetization’ appear on your menu bar. 👇🏽
What exactly is it?
• Twitter Spaces
Announced in 2020 and launched as a beta a month later for a select few accounts.
Since then, Twitter spaces has become ubiquitous, and is now planning to offer users the chance to monetize their spaces by selling tickets to their followers.
Sidenote:
You no longer need to rely just on your economy to earn income, especially when you have the internet and platforms like Twitter that will slowly offer more and more Monetization avenues.
• Monetization of Twitter Spaces
It’s as easy as ABC
1. Schedule a Space 2. Start selling Tickets 3. Make Money
• Twitter Spaces (3)
IMO- This will be the start of many new features. The more users who can monetize their personal accounts, the more income for Twitter too.
• 199million active daily accounts
Moving away from the reliance of ads and focusing on users could = success.
• Examples
New exciting opportunities will be popping up regularly. Check this tweet 👇🏽
The reason I mention this is because you can simply benefit from those that are monetizing their accounts.
The more accounts that are able to monetize and generate income, undoubtedly boosts $TWTR income too.
• Price and Value
If you believe in the success of $TWTR -then this is a stock to put on your watchlist
The company has been struggling and the stock price has been rising - possibly because stocks are forward looking - you are paying for the success already.
Take a look 👇🏽
$TWTR
Twitter has returned 94% over the last year. Even outpacing its rival #Facebook in that time.
There could be an opportunity for the long term here, especially if Twitter looks for new creative ways to increase revenue.
But monitoring their success is key here.
• Management
How successful will they be in their mission to increase revenue? Can leadership help @jack steer the ship to ⬆️ levels
Let me explain the difference between RSA Retail Savings Bonds and tradable South African bonds.
𝗙𝗶𝗻𝗱 𝗼𝘂𝘁 🔻
** Glossary **
𝗕𝗼𝗻𝗱:
A bond is a debt security. You can think of it as an I-O-U.
You lend money to someone, and then they promise to pay that money back to you + interest.
𝗠𝗮𝘁𝘂𝗿𝗶𝘁𝘆:
Refers to the date on which the bond issuer (debtor) pays back everything they owe to bondholders ( creditor ).
1/ Introduction
When it comes to bonds there are two markets one can opt to participate in:
🟠 The Primary Market
🟠 The Secondary Market
The primary market is where you 𝗯𝘂𝘆 𝗶𝘁 𝗱𝗶𝗿𝗲𝗰𝘁𝗹𝘆 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗴𝗼𝘃𝗲𝗿𝗻𝗺𝗲𝗻𝘁 but then cannot sell it to someone else because there is no secondary market for it.
𝗥𝗲𝘁𝗮𝗶𝗹 𝗦𝗮𝘃𝗶𝗻𝗴𝘀 𝗕𝗼𝗻𝗱𝘀 𝗮𝗿𝗲 𝗻𝗼𝘁 𝘁𝗿𝗮𝗱𝗲𝗱 𝗼𝗻 𝘁𝗵𝗲 𝘀𝗲𝗰𝗼𝗻𝗱𝗮𝗿𝘆 𝗺𝗮𝗿𝗸𝗲𝘁 and this is what makes them different from tradable government bonds.
𝗢𝗽𝗽𝗼𝘀𝗶𝘁𝗲 𝘁𝗼 𝘁𝗵𝗮𝘁,
Tradable government bonds have a secondary market where they can be traded or held to maturity.
This means you can sell it when you want to, but it also means you can potentially lose money if the bond price has fallen lower than your original purchase price.
With tradable government bonds, you are 𝘀𝘂𝗯𝗷𝗲𝗰𝘁𝗲𝗱 𝘁𝗼 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗿𝗮𝘁𝗲 𝗿𝗶𝘀𝗸.