Ten quick reasons why I❤️$TWLO & plan to hold for a long time to come.
1⃣ Primary service (CPaaS) is a critical & growing component of Digital Transformation. Being able to effectively reach Customers in whatever channel they prefer is a must.
1⃣ Primary service (CPaaS) is a critical & growing component of Digital Transformation. Being able to effectively reach Customers in whatever channel they prefer is a must.
2⃣ Highest mindshare and best in class for CPaaS.
3⃣ Plenty of organic growth left.
4⃣ Usage based Revenue model in exploding use-cases is great.
5⃣ ~140 DBNE, one of the best in SaaS
3⃣ Plenty of organic growth left.
4⃣ Usage based Revenue model in exploding use-cases is great.
5⃣ ~140 DBNE, one of the best in SaaS
6⃣ Great top line growth for few more years, and margins trending in the right direction.
7⃣ Huge base of Customer count, with no concentration risk.
8⃣ Smart acquisitions, not empire building. SendGrid and Segment are all great additions.
7⃣ Huge base of Customer count, with no concentration risk.
8⃣ Smart acquisitions, not empire building. SendGrid and Segment are all great additions.
9⃣ Evolving into an overall Customer Engagement Platform with more touch points, opportunities of engagement and optionality.
🔟 Oh yeah most importantly, Jeff Lawson and Mgmt Team are awesome at vision and execution. 🔭✅
🔟 Oh yeah most importantly, Jeff Lawson and Mgmt Team are awesome at vision and execution. 🔭✅
I always remind myself of this old illustration of mine about the Mobile/Web/API economy.
Stocks will go thru phases of under/over valuation. When the best Co's in the biggest trends are executing well, I prefer to keep thesis simple (but updated).
(Not a rec, do your own DD).
Stocks will go thru phases of under/over valuation. When the best Co's in the biggest trends are executing well, I prefer to keep thesis simple (but updated).
(Not a rec, do your own DD).
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