Total Ideas
1
Bullish Ideas
0 (0%)
Bearish Ideas
1 (100%)
Recent Activity
0
"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.
Sentiment
