Twilio: Starts Unraveling
Twilio: Starts Unraveling 3Twilio’s growth rates are slowing down. Excluding SendGrid, Q4 2019 would only be growing at mid 30% Y/Y. Shareholders are getting rapidly diluted. With no margin of safety, investors should call it a day here. Twilio’s (TWLO) stock performance these past two years has been terrific. Consequently, the sell-off these past six months has led many …
News story posted on 2019-12-02T08:52:00.0000000Z