#37: Twitter's Post-Trump Future

There's something about Twitter that leads to market knee-jerk reactions and, depending on how you look at it, opportunities for investors. After Twitter decided to permanently ban the sitting President from the platform, a lot of questions came up, and the market's immediate answer was to sell the stock off to the tune of a 6.5% drop. Thus, we invited Rajiv Sud, a former Twitter employee and ad-tech veteran as well as a private investor and previous The Razor's Edge guest, on to break down the news. We also answer listener questions and call out the events Twitter shareholders should pay attention to (hint: think February, not January). It's a fun one, and while we don't have a contents list this week due to the short turnaround for recording, you can get a sense of the questions we answered here.

Om Podcasten

The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader and investor with decades of experience and a track record of truly differentiated ideas and analysis, and by Daniel Shvartsman, an individual investor for the past decade who saw thousands of investing pitches and ideas and how they played out during his previous time at Seeking Alpha. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.