Twilio: Still Overvalued

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About: Twilio Inc. (TWLO)
by: Michael Wiggins De Oliveira
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Summary

Twilio growth rates are bedazzling.

Shareholders lose confidence in Twilio's strategy.

Why it is wise to call it a day here and sidestep this investment.

Investment Thesis

During the summer, I wrote the following about Twilio (TWLO),

Twilio's share price has been on a tear of late and is up more than 125% in the past twelve months.