Stock price when the opinion was issued
Likes the product. Concern is one of scale. How much bigger can it be, and how compelling is the product? Likes the cyclical aspect of increased ad revenues. Better ways to get access to those revenues, such as Google or a media content library owner.
It is an interesting name. It is very focused on particular interest groups in the social media space. It did well during the pandemic and has pulled back. He does not think it will gain market share from the other social media companies. He would prefer FB-Q or GOOG-Q.