Tag: Premium

Twilio is Back at Pre-COVID valuations?

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%+ revenue growth over the next three years and I am ...

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Top 3 Things About The Latest China Regulations

1. All Platforms Must Open Up! The Ministry of Industry and Information Technology (MIIT) announced that in the next 6 months, they were looking to rectify the following problems in the market (in Chinese): Disturbing market order: malicious blocking of weblinks and interference with the operation of other enterprises' products or services, including restricting normal access to other web links without justifiable reasons, implementing discriminatory ...

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