Avoid Twilio Due to Limited Upside in Margins
about 1 month ago
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"I think that this one has a problem... I would rather just buy Google at a 25 than be exposed to Twilio, given the inherent risk that as customers grow they might eventually build their own communication API."
The analyst critiques Twilio despite its consistent sales beat and growth, citing concerns over its consumption-based pricing model and the risk of major customers developing in-house alternatives. The advice is to avoid Twilio in favor of a safer pick like Alphabet.
Scores
Alpha Potential
8.0/10
Novelty
7.0/10
Credibility
8.0/10
Timeliness
7.0/10
Overall
7.6/10
Sentiment
Bearish
Conviction
High
Tier
Trade Call
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Episode Information
Episode:
10 Deep Value Stocks To Buy Now
Source:The Joseph Carlson Show
Published:
September 17, 2025
Idea Type:
Stock Idea