TWLO

Twilio Inc

TMT


Presented:01/24/2019
Price:$101.55
Cap:$10.20B
Current Price:$70.15
Cap:$11.27B

Presented

Date01/24/2019
Price$101.55
Market Cap$10.20B
Ent Value$8.14B
P/E RatioN/A
Book Value$4.40
Div Yield0%
Shares O/S100.39M
Ave Daily Vol5,154,221
Short Int14.38%

Current

Price$70.15
Market Cap$11.27B
Twilio, Inc. engages in the provision of communications software, cloud-based platform and services. Its developer-first platform approach consists of programmable communications cloud, super network, and business model for innovators. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Publicly traded companies mentioned herein: Facebook Inc (FB), SendGrid Inc (SEND), Twilio Inc (TWLO)

Highlights

The presenter is long shares of Twilio Inc (TWLO), the cloud communication platform that enables developers to build, scale, and operate communications within software applications. Despite the stock being up over 300% since the start of 2018, the presenter is optimistic regarding its growth prospects. He views the company as a well-positioned growth company with an “unlimited” TAM and decreasing customer concentration risk.

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Idea Discussion

Commentor 1 - 2 weeks ago

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