tag:blogger.com,1999:blog-8152901575140311047.post5123285202078823272..comments2024-03-29T02:52:00.870-04:00Comments on Musings on Markets: Twitter's Bar Mitzvah! Is Social Media coming of age?Aswath Damodaranhttp://www.blogger.com/profile/12021594649672906878noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-8152901575140311047.post-49483367154437446822015-01-05T09:36:12.425-05:002015-01-05T09:36:12.425-05:00Hi Prof - This is awesome analysis!
However the l...Hi Prof - This is awesome analysis!<br /><br />However the link to the valuation excel doesn't work for me - can you please double check?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-56962783277420919622014-11-28T03:55:28.966-05:002014-11-28T03:55:28.966-05:00You are awesome professor. Sometimes you sound lik...You are awesome professor. Sometimes you sound like OSHO. The great Indian philospher.Anonymoushttps://www.blogger.com/profile/13470342093147524560noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-41460109963960014342014-11-20T14:44:49.459-05:002014-11-20T14:44:49.459-05:00Exactly what I was looking for. I got concerned wh...Exactly what I was looking for. I got concerned whan I saw Twitter as the #2 holding in my midcap index fund, and the new metrics they tout in their 10-K did not relieve my concern. While I'm in agreement with you about Twitter as a stock, I think the alleged promise and difference of online advertising comes from its ability to target specific demographics AND track its effectiveness (conversion rates). Billboards and TV ads look like the scattershot approach to social media's sniper rifle.Anonymoushttps://www.blogger.com/profile/03900760489253906063noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-19090425056107909092014-11-19T16:03:33.128-05:002014-11-19T16:03:33.128-05:00Another great article! Love reading your work, it ...Another great article! Love reading your work, it has taught me a lot about financial analysis and all of the intricacies that can affect valuations. Would be my dream to eventually study under you!<br /><br />Would love to hear your thoughts on Linkedin, as seems like the strongest social network stock right now. I believe it is overvalued, but haven't done the work to confirm. It is one of the few social networks with no real competitors though, so maybe its current valuation makes a little more sense?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-7548861394186351982014-11-18T21:29:53.259-05:002014-11-18T21:29:53.259-05:00I fixed the spelling of Buffett's name. That w...I fixed the spelling of Buffett's name. That was my mistake but why is it disrespect? Is he a deity of some sort that misspelling his name mistakenly constitutes original sin? (If misspelling your name is disrespectful, I get disrespected at least three times every day!)Aswath Damodaranhttps://www.blogger.com/profile/12021594649672906878noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-70428008525266638022014-11-18T20:12:46.353-05:002014-11-18T20:12:46.353-05:00Please have the respect to spell Mr. Buffett's...Please have the respect to spell Mr. Buffett's name correctly.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-41192453531071744752014-11-18T15:25:58.436-05:002014-11-18T15:25:58.436-05:00Another insightful article!Another insightful article!Unknownhttps://www.blogger.com/profile/08355829446915150416noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-64206456244984785842014-11-18T12:51:51.199-05:002014-11-18T12:51:51.199-05:00thank you Professor. Another great feast for the m...thank you Professor. Another great feast for the mind to see a more clear social landscape of biz valuation. tomhttp://shop.com/tommongnoreply@blogger.com