Twilio: The New Age Of (GAAP) Profits

Core Insights - Twilio (NYSE: TWLO) experienced a significant decline in stock value after an initial surge at the beginning of the year, which was driven by optimistic medium-term targets set by management that were initially well-received by Wall Street [1] Group 1: Company Performance - The stock price of Twilio soared early in the year following management's announcement of medium-term targets [1] - The stock subsequently sold off when management reiterated these targets, indicating a disconnect between market expectations and management's guidance [1] Group 2: Analyst Perspective - Julian Lin, a financial analyst, focuses on identifying undervalued companies with long-term growth potential, emphasizing the importance of strong balance sheets and capable management teams [1]