Twitter Posts Solid Performance In Q3, But Investors Are Not Impressed

We believe the recent investor reaction stems from unrealistic expectations which had raised the market valuation to very high levels, and not due to any weakness in the company's business model. Twitter actually raised its guidance for revenue and adjusted EBITDA in Q4 as compared to its previously implied estimates. Twitter's long-term growth potential remains huge, as its total usage extends much beyond the 284 million MAUs; over hundreds of millions of users come to the platform just to sear...