Poll of the Day Recap: 80% Would Invest in $AMZN Over $TWTR

04/29/14 03:31PM EDT

Ahead of Twitter’s Q1 2014 earnings report and after Amazon’s earning disaster last week, we put this question to you in today’s poll: You have $1,000,000 to invest in Amazon or Twitter and hold for 5 years. Where do you put it?

Poll of the Day Recap: 80% Would Invest in $AMZN Over $TWTR - amazon


At the time of this post, an overwhelming 80% of voters said AMAZON; 20% TWITTER.


As this AMAZON voter explained, “Twitter can be displaced.  Amazon is the new Wal-mart.” Another echoed that sentiment, “Follow the money. A lot of mine goes to Amazon. None goes to Twitter.”

One AMAZON voter said they really wouldn't buy either, “but if forced to choose, AMZN remains a name that – at some point – could account for over 5% of US Retail Sales. Much easier for some new technology that we haven't heard of yet to disintermediate TWTR than AMZN.”

Conversely, one TWITTER voter said, “Twitter will be bought out; Amazon will have its multiple severely divided someday soon.”

And to put it a different way, as this TWITTER voter noted, “I'd pick Twitter over Amazon, but I'd pick Pinterest over both.”

SUBSCRIBE TO HEDGEYE.

http://beta.polstir.com/embed/uL9zKja9vBdbv7ACd/comments

© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.