Social media stocks have been under the spotlight recently offering investors a rollercoaster ride in October 2018. Twitter presents a fascinating conundrum for investors.

Getting users was never the biggest problem for Twitter (NYSE: TWTR) — monetizing them was. But the number of those frequent tweeters is shrinking — its current monthly active user base of 326 million or so is about 9 million less than it was last year at this time, and the company is guiding for further reductions. However, what it can finally show off are earnings, and investors are, apparently, going to cut it some slack on other metrics in light of them.

So, asks MarketFoolery host Mac Greer: Should the skeptics reconsider? Analysts Emily Flippen and Jason Moser join him for this podcast and give their views on the social media service, its business model, and the investment thesis for Twitter stock.