9Mon·

Money from proceeds of MPC Capital directly reinvested. Quarterly figures are to follow on February 14 and, according to the company's own statements, these are likely to be exceeded. A company that provides interfaces for WhatsApp, among other things.

12.02
Twilio logo
Bought x33 at €66.69
€2,200.77
6
15 Comments

I also joined at the beginning of February, very interesting company
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No, I just signed up for Alpha Picks. I think the analyses are great, you can learn a lot here
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Are you speculating on a short-term trade that will be closed after positive earnings and a rise, or should it be something medium/long-term? What convinces you to invest? Revenue growth has recently fallen to 5%. The gross margin has always been around 50%, which is not really cool for a SaaS company. Customer growth is also minimal and existing customers are spending less and less money in relative terms. The DBNER was always around 130 during the growth periods and most recently only 101. The operating margin is only improving because OpEx is growing negatively in relation to revenue. Otherwise it would look even worse. Not the first choice for me to invest. But maybe you know something I don't
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Seems like you bought too early ;-)
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