$FB vs. $TWTR (short thread)

- FB grows faster (27% rev growth vs. TWTR 14% in 2019)
- FB holds up better in downturns (FB flat in April vs. TWTR down 20+%)
- FB Is cheaper: FB is 23X 2021 GAAP P/E w/ lots of cash; TWTR 50X 2021 adj. P/E (GAAP EPS negligible)