In an email newsletter today from Howard Lindzon he shared a good article on Twilio & their up and coming earnings.
Like the author, $TWLO makes up one of the larger positions in my long term account.
Twilio is an amazing company that has executed well on pretty much every metric, this paragraph made me laugh regarding their CEO Jeff Lawson:
“Jeff sounds like a really unreliable employee, a bad student, and has been involved with several startups. If Jeff or anyone who knows him reads this, that was a joke I promise! But seriously, it’s clear he had such a strong passion for solving a big, challenging problem and kept searching until he found the right idea: Twilio.”