Insider Stocks · For members
An entry from my investing journal, for members.
Our very first company covered is Twilio, led by the visionary founder CEO Jeff Lawson. When the report was released, the company was great but the valuations were pricey. Today, the valuations have come down to pre-COVID levels of around 11.9x P/S but the company has become stronger than before. Management has guided for 30%+ […]
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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