Elliot Turner on Twitter $TWTR

Elliot Turner of RGA (http://rgaia.com) makes a repeat appearance to provide a quick update on Dropbox (DBX), discuss how a due diligence project resulted in him hitting the state limit for wine delivery, and then dive deep into his investment in Twitter (TWTR).Elliot's first YAVP appearance: https://www.youtube.com/watch?v=NJddlF3__Nw&t=3sElliot's Twitter: https://twitter.com/ElliotTurnChapters:0:00 Intro1:15 The time Elliot hit the state limit for alcohol shipments3:00 Dropbox (DBX) update6:50 Has Dropbox's pandemic performance disappointed?10:15 Twitter (TWTR) overview10:40 Trump ban: good or bad for Twitter?14:10 Trump ban devil's advocate: engagement down18:35 Why Elliot flipped from Twitter bear to bull21:15 Twitter's failed sports rights attempts25:15 Twitter's substack opportunity30:55 Mismanagement bear case35:30 How Twitter captures some of their consumer surplus36:50 Valuation40:30 Should Twitter charge for verification?44:00 What does Twitter look like in a few years?46:55 How Twitter gets to 500m DAUs55:20 What to expect from Twitter's analyst day59:50 Financial metrics to expect from Twitter's analyst day