There is another bloated company with an unclear growth story right across the street from Twitter, and it happens share same CEO. How long can Square keep up its act?
What makes you say that? Last I saw they had great revenue/were filing for IPO. Just wondering.
Twitter has great revenue too. It's the profit that's problematic.
Profit is not a problem as long as you have growth. Twitter doesn't have that, and neither does Square.
Square has a clear business model, i.e. transaction commissions. I don't think it's particularly comparable to Twitter.