Insider Stocks · For members
An entry from my investing journal, for members.
Some quick hits on Twilio’s Q2 2022 earnings: Strong revenue growth despite coming off a strong Q2 2021. Revenue came in at $875.4m, up 48% year-on-year (YoY), including $32.2 million from Zipwhip. Organic revenue grew 35% YoY. The loss from operations increased by 10.4% YoY, from $197.3m to $217.8m. Loss per share came in at […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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