If you had $250,000 in cash and wanted to pursue an investment.....you'd want one of two conditions: (1) stock dividends (preferably 2-percent or better) or (2) continued evidence of the stock rising at least 2-to-4 percent a year.
On the second condition, with Twitter at $45 currently....you would suggest a year into the future, they'd have to be a minimum of 46.50, and to be honest....for the $250k you invested....you'd really like to see $50 a share (meaning near a 10-percent improvement).
Twitter profits for the past ten years (meaning dividends)? Zero. Twitter stock up? There's been a couple of occasions that it got into the 60 to 75 dollar range.
On this 'poisoned pill' chatter? It's hard to see the stock rising to $50 or $60 a share. It also begs the question....what idiot mutual fund or investment company would toss $500-million into the pot to stake some position for their investment holders.
Twitter making itself a 'pain'? Well....staying in California....to pay their taxes, and the increased cost of living for employees? Plain stupid. If they moved to Texas or a lower-taxation state....they'd cut around a quarter of their operating budget, and probably have a nifty 2.5-percent dividend to hand stock-holders.
The idea that their service has peaked? There's evidence that various alternate sources exist, and various people have taken their 'content' away from Twitter. I imagine that they have enough to marginally run their gimmick for a while....then eventually....find some idiot to buy a washed-up media company (yeah, kinda like MSNBC, CNN, etc).
My general belief? If Musk fails.....Twitter survives on at a lessen level, and within five years.....packages themselves (maybe even having bought CNN) for some other player to buy (I'd suggest Amazon).
The question to be asked? Out of the various accounts still functional with Twitter.....how many of them have not used Twitter in anyway in the past two years? That might be an indicator of the dwindling interest.
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