Tag: Twilio

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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