Will Wall Street's social media analyst roll eyes or turn heads?
It could be valuable for somebody to value start-ups through the lens of social media
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I find myself in agreement with Kerner on many things. We both believe that Twitter is going to be way more important and globally ubiquitous than it currently is but as an analyst he concedes that there really is no way to analyze and value the company just yet. We also agree that there is a tendency for people to hear big numbers ($10 billion! $50 billion!) and automatically call it a bubble.Skip to next paragraph
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My takeaway from the call is that Lou Kerner is looking at this stuff like an analyst and not a promoter, he is talking to more startup and media people on a weekly basis than anyone on The Street and that this could, in fact, be his moment.
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