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Twilio Inc. (TWLO): A Bull Case Theory

We came across a bullish thesis on Twilio Inc. (TWLO) on Substack by Stefan Waldhauser. In this article, we will summarize the bulls’ thesis on TWLO. Twilio Inc. (TWLO)'s share was trading at $98.97 as of March 14th. TWLO’s forward P/E was 22.68 according to Yahoo Finance.

[caption id="attachment_1208902" align="aligncenter" width="768"] A customer service desk staff helping a customer with ecommerce services.[/caption]

Twilio, a leader in the Communications Platform-as-a-Service (CPaaS) industry, has undergone a remarkable transformation under its new management, making it one...