TWITTER: MacroDoζer Summer Special 1/5

Let The Games Begin: Twitter As First Contender In "MacroDoζer Summer Special"

Executive Summary

• Sell In May And Go Away sounds somewhat lazy to me.

• Paul Samuelson: “If you want excitement, take $10,000 and give MacroDoζer Summer Special a go”.

• We will generate five Summer Special ideas and review the RoC in September.

• First contender TWTR: we know how to squeeze the juice out of that situation.

• We bet on a prolonged legal battle with a fair value between 28 and 42.

1. Why Do I Care Right Now?

Rant Around Summer Laziness

While most market participants seem to find an excuse to stop trading during the summer months of July and August, I seize that opportunity to take the other side of their rationales. The saying Sell In May And Go Away is so lazy that I wouldn’t know where to start dismantling it.

Let’s call it the MacroDoζer Summer Special on how to augment while others spend, how to grow while others blow. Or, as Nobel Prize Winner Paul Samuelson would have remarked, investing should be like watching paint dry or grass grow; if you want excitement, take $10,000 and g…