There's a good chance if you're reading this right now you came here via Twitter. For the record, we are power users of Twitter here at Hedgeye and remain big fans of its platform. That said, we've arguably been the biggest bear on the stock since it went public in 2013.
Fast forward to today... Twitter (TWTR) is hitting all-time lows. It's down over -50% since our Internet & Media analyst Hesham Shaaban made his original short call before the IPO.
Here's a flashback to 2013 where Shaaban lays out his original bearish thesis. (It was a while ago, when Wall Street was still bullish, and we still had the old school HedgeyeTV set design). You can also click here to read an excerpt from his most recent institutional research note on TWTR.
Enjoy!
