Buy Twitter If Instagram Is Worth $35 Billion
- Citigroup analysts assigned a $35 billion valuation to Instagram that is only now monetizing the user base.
- Instagram and Twitter have comparable logged-in user bases, though the former is growing faster.
- Twitter is significantly ahead of Instagram on the monetization path, and provides an attractive valuation compared to Instagram that is part of the significantly larger Facebook.
Read the full article at Seeking Alpha.
Disclosure: Long TWTR via GSVC. Please review the disclaimer page for more details.