Twilio: The Sidelines Are The Smartest Place To Be Now (Rating Downgrade) (NYSE:TWLO)
Twilio ( TWLO ) is one of the select few tech stocks that continues to post accelerating top-line growth, albeit at a rather modest pace relative to the more popular names. The company is now GAAP profitable and maintains a net cash balanceJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the investin ...