Former SAC Capital Portfolio Manager Tor Minesuk’s Top 5 Stock Picks for 2021

3. Twilio Inc. (NYSE: TWLO)

After initiating a position in Twilio Inc. (NYSE: TWLO) during the third quarter of 2020, the firm has reduced its stake by 20% in the fourth quarter. Despite that, it is currently the third-largest stock holding of Mondrian Capital Management. Shares of Twilio rallied almost 60% in the last three months due to strong financial numbers. Its September quarter revenue grew 50% year over year and the company has topped analyst’s revenue and earnings estimates in the last three consecutive quarters.