Tue, 18 Jun 2013
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Twitter , Facebook , LinkedIn , and Google each have moats, but there are some interesting distinctions among their competitive advantages.
Morningstar's Rick Summer sees Facebook and Google dominating the Internet advertising market as Facebook finds better ways to monetize its massive user base.
It will be a volatile ride, but Facebook's strong competitive advantages and growth opportunities could be the recipe for a hefty valuation, says Morningstar's Rick Summer.
With lower user time spent on its platform and user data collected, Twitter's ad revenue has constraints versus Facebook , and investors should moderate their expectations.
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