Twilio Inc.
Singkat

TWLO: Still Needs a 30% Haircut

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TWLO has sold of incredibly over the last several months and it's where some of my biggest winning trades have come from. I expect there's still more selling all the way to around $100 which is where it consolidated most of the latter part of 2019 after Cramer opened his mouth that Sept and TWLO dropped from $130 to $107 in a week. I don't even think TWLO's true value is at $100, in fact it's fair value is probably closer to $40. I expect another flush down to around $100 before we get a bounce. TWLO is up 7% today, so it is a great time to go short.

Not financial advice

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