This is a really short thesis I wrote about Twilio on August 2019, before the Segment and Zipwhip purchases, which I think further entrenches them. For as much as I looked into Twilio and liked them, I couldn’t pull the trigger and buy/own the stock due to valuation concerns. Action >>> words.
A very short (and old) thesis on Twilio from…
This is a really short thesis I wrote about Twilio on August 2019, before the Segment and Zipwhip purchases, which I think further entrenches them. For as much as I looked into Twilio and liked them, I couldn’t pull the trigger and buy/own the stock due to valuation concerns. Action >>> words.
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