Company Analysis - Twilio Inc (NYSE: TWLO) was previously rated as a "buy" in August due to stabilization in its Segment business with narrowing losses and implementation of targeted go-to-market strategies [1] Investment Strategy - Amrita leads a boutique family office fund focused on investing in sustainable, growth-driven companies that maximize shareholder equity by meeting growth-oriented goals [1] - The fund's investment strategy emphasizes democratizing financial literacy and breaking down complex financial concepts into easily digestible formats [1] Professional Background - Amrita has 5 years of experience in high-growth supply-chain startups in San Francisco, where she led strategy and worked with venture capital firms and startups to grow user acquisition businesses [1] - She has a track record of maximizing returns for clients during the pandemic and has been recognized for her award-winning newsletter, The Pragmatic Optimist, which focuses on portfolio strategy, valuation, and macroeconomics [1]
Twilio Is 70% Up In 3 Months -- There May Be More To Go