Twilio Inc. (TWLO): A Bull Case Theory

We came across a bullish thesis on Twilio Inc. (TWLO) on High Growth Investing’s Substack by Stefan Waldhauser. In this article we will summarize the bulls’ thesis on TWLO. Twilio Inc. share was trading at $58.94 as of Sept 11th.

Twilio, the renowned Silicon Valley SaaS company founded in 2008 by Jeff Lawson, has experienced a rollercoaster ride since its successful IPO in 2016. Initially a standout in the Communications Platforms as a Service...