Twilio Deep Dive - You need to read them both!

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


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:…

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.