As some of you may know, I left my full-time employment to focus solely on this publication and I’m immensely thrilled to share with you my deep-dive research reports on the companies on my watchlist.
For my first deep-dive report, I’ve worked with the author of investingcurator.com to bring you a company we are both incredibly excited about.
Buffett once said, “The best business is a royalty on the growth of others, requiring little capital itself.”
There’re many examples of this:
Facebook and Apple earned enormous returns on the back of investments by telco companies on laying out the cables.
Microsoft grew and enjoyed large profit margins with its software while the hardware computer manufacturers compete with razor-thin margins.
Mastercard and Visa are able to grow without deploying much capital. It is the banks who are assuming the credit risk and are required to set aside large capital.
Today, Twilio is in a position to benefit from the growth of others. For example, for Facebook to make Whatsapp a global communication platform, Twilio’s services are needed as the bridge between businesses and their consumers.
I will be publishing a piece on my deep dive into Twilio on 24 Apr 2021. Get notified and gain access to the deep dive by subscribing to Steady Compounding’s premium membership today!
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Once again, thank you all for your immense support and for being part of my journey thus far.