To The Moon

In full disclosure, I do have a position in TWLO. Now, I don't think it is going to the moon anytime soon...but, I do think that they are finally starting to come around to the common sense idea that they need to start making a profit...or at least come close to making a profit. I hate to see people lose their jobs, but that might have been an important step to take. Let's face it, employees are expensive...and, if you have too many of them, you have to make hard choices and let some people go. They may need a shakeup in management too. There IS a good core business with regard to TWLO. TWLO just needs the right people to guide it in the right direction. This last earnings report gave me enough confidence to hold.

$Twilio(TWLO)$