IB Net Payout Yields Model

Twilio: Too Many Bulls

Hedge funds have built large positions in the stock.
The average analyst has remained bullish on the stock for over a year now.
Twilio is priced for perfection at nearly 12x '20 revenue estimates.
The importance of paying the right price has hardly ever been more important than in the current stock market. The recent market has consistently overpaid for growth and gotten burned.
In the case of Twilio (TWLO), the market had no business paying over $90 for the stock last November, and those buying on the surge to over $150 have already taken a beating. 
Read the full article on Seeking Alpha. 
Vote on the stock reaching $90 - WhoTrades

Disclosure: No position mentioned. Please review the disclaimer page for more details. 


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