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Printed: 01 December 2022 6:22 PM

News

03 May 2022 - Twitter bids, social media monetisation and control in volatile markets
By: Forager Funds Management

Twitter bids, social media monetisation and control in volatile markets

Forager Funds Management

02 May 2021
 


 

In this episode, CIO Steve Johnson is joined by whisky-naysayer (and Senior Analyst) Chloe Stokes to discuss the bid for Twitter, social media monetisation, and control in volatile markets. Chloe also shares her experience as a younger investor and reveals the stocks (and burgers) currently on her watchlist.  

"As shareholders, we can't help but be disappointed. We bought [Twitter] because we thought the platform had a lot of potential," Chloe tells Steve. "It's obvious that we think it's worth more than the bid, because we held it through periods where it was trading much higher and still thought it was worth more than those higher prices. So, we are definitely not happy from a price perspective, but on the other hand, we can't stop talking about it."

Timestamps

02.30 Start
07.15 Is Twitter offer the right price?
11.12 What is causing concern in the social media ecosytem?
19.02 Meta price in distress
26.26 Stock to watch
32.00: Whisky tasting - Suntory Toki


Funds operated by this manager:

Forager Australian Shares Fund (ASX: FOR)Forager International Shares Fund

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