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jrallison
on Nov 14, 2014
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Twitter's debt assigned 'junk' status
Of course. I wasn't challenging the bond rating, just the parent's notion that user engagement isn't a valuable metric for Twitter.
danieltillett
on Nov 14, 2014
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User engagement is not valuable to a bond holder since they see none of the upside. The only thing they care about is can twitter pay on time.
harryjo
on Nov 14, 2014
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engagement -> ad views -> revenue -> bond payment
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