Fundamental Analysis of Twitter

On this Fundamental Analysis show, we discussed Twitter (TWTR), the owner of the social network by the same name.

Highlights from the show:

1. mDAUs growing 14% YoY

2. FCF margin of 35%

3. Sales up 18% YoY in the 2nd quarter

4. How big is their moat?

Listen to the full show:

1. Spotify

2. Apple Podcasts

3. Google Podcasts

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