Twilio Deep Dive - You need to read them both!

To understand Twilio you can’t just read the last quarter! Sorry!
Saul

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great summaries, thanks for taking the time to put them down on virtual paper here.

They still seem rock solid, and no I don’t think they can repeat 2018 gains, but hard to imagine them not handily beating the market and most other stocks on my watchlist, so still a favorite of mine, too.

I posted this before, but thought it would be good to lump in here. Basically a survey by an expense software company on where dollars are being spent, with Twilio a top mention:
https://www.zdnet.com/article/zoom-slack-and-twilio-see-expe…

You can see the graph on the breakdown…and interestingly enough Sendgrid is also on the top list, which bodes well for the combined company.

Dreamer

12 Likes