Twitter

Twitter is the last of the four horsemen, the biggest names to come
out of Silicon Valley in the last decade (LinkedIn, Facebook, Zynga
and Twitter). I have been able to get a block of common
stock that is priced at a $19.75 this is a discount to where Prince
Walid of Saudi Arabia has been reported to have recently taken a $300
million stake at $20 a share valuing the company at ~$10B.

Prince Walid added an emerging brand name to an international
investment portfolio that largely includes established giants like
Apple, Citigroup and Walt Disney. Although the billionaire investor
has long been known for taking stakes in stalwarts, the Twitter deal
focuses on the next generation of blue-chip companies.

Over the summer Twitter raised $800 million in a series G round of
funding, which involved Yuri Milner’s DST, T Rowe Price, Chris Sacca
and others, was split into two parts, the first $400 million going
directly to Twitter for preferred shares and the second $400 million
used to buy out employees and existing shareholders. The financing
values the company at ~$8 billion. If you know DST at all they are
the same investment company that supported Groupon, Facebook, and
Zynga.

Twitter CEO Dick Costolo confirmed its first $400 million tranche of
a $800 million Series G closed, saying that the company has just
closed “more money than I’ve ever seen before”. In 2010 according to
GigaOm between Zynga, Facebook and Groupon, DST has a stake in
companies that are estimated to be worth more than $30 billion.
Furthermore this is DST largest single investment to date and they are
not in business to make 25% their goal is to see an aggressive
multiple on the investment.

Why Twitter? It is the way the world communicates… It’s not just
about staying connected with friends. It’s the opposite every media
organization has a Twitter account and uses them to automatically
publish ‘Real Time’ links of news stories as they become available.
More individuals are now using Twitter to provide eye-witness accounts
and to point out what’s missing from the news coverage. Both the
Hudson River landing and the Dutch crash were first reported by
everyday people on Twitter.

In recent days the Twitter revolution has been credited in rapidly
speeding up and spreading the word for the likes of #OccupyWallStreet
and in places like Egypt, Tunisia, Syria and Libya to help in
Government change. It's important to note that the real driving force
behind what happened in Egypt was communication and people's ability
to express their feelings and opinions freely and in real time. Of
course, technology helped make that communication possible in new ways
via Twitter. Like the idea or not Governments have been overthrown by
the freedom of speech and mass dissemination that Twitter allows users
to have. The twitter revolution is here to stay.

Twitter now has more than 300 million registered user and at least
100 million active users since it was launched in 2006. Half of the
active users log into the site and send out tweets each day. The site
sends out approximately 230 million tweets each day and at least 5
billion tweets a month. Twitter is on track for nearly $140 million
in revenue for 2011, up from a reported $45 million just last year.
Last year was Twitter’s first full year of selling advertising
products. In 2011, however, Promoted Tweets, Promoted Trends and
Promoted Accounts (as the company calls its various ad products)
really started ramping up. eMarketer estimates that by 2013, Twitter’s
ad revenue shall have grown to around $400 million annually.

http://dealbook.nytimes.com/2011/12/19/saudi-prince-invests-300-million-in-twitter/

http://thenextweb.com/twitter/2012/01/16/twitter-is-adding-11-new-accounts-per-second-and-could-pass-500-million-in-february-say-report/

Contact me if you have an interest in getting involved Pre-IPO at asmventures@gmail.com