Twilio is a cloud communications platform. The company allows software developers to programmatically make and receive phone calls, send and receive text messages, and perform other communication functions. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Twilio. Enjoy the show!
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Company Background | (2:52)
Industry | (11:48)
Management & Ownership | (13:52)
Valuation | (15:59)
Earnings | (16:58)
Balance Sheet | (19:28)
Our Analysis | (22:02)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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