Is Twilio stock the best stock to buy in 2022?
GET TWILIO DATA & ANALYSIS ON SIMPLY WALL STREET
https://simplywall.st/stocks/us/software/nyse-twlo/twilio?via=sasha
(You can create a free account, get a free 2 weeks of the Unlimited Plan and a discount from my link if you want to upgrade)
In this video I will share my Twilio stock analysis and forecast. I will also explain some details which make valuing a stock like Twilio very difficult.
It's easy to adjust the assumptions to say that Twilio is both massively overvalued and undervalued with relatively small changes.
And this is why this kind of stock carries a high level of risk at this point in its growth.
$TWLO #TWLO #twilio
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GET TWILIO DATA & ANALYSIS ON SIMPLY WALL STREET
https://simplywall.st/stocks/us/software/nyse-twlo/twilio?via=sasha
(You can create a free account, get a free 2 weeks of the Unlimited Plan and a discount from my link if you want to upgrade)
In this video I will share my Twilio stock analysis and forecast. I will also explain some details which make valuing a stock like Twilio very difficult.
It's easy to adjust the assumptions to say that Twilio is both massively overvalued and undervalued with relatively small changes.
And this is why this kind of stock carries a high level of risk at this point in its growth.
$TWLO #TWLO #twilio
☕️ JOIN MY PATREON - DISCORD, BONUS VIDEOS, TARGET PRICES, MODELS & MORE
https://www.patreon.com/sashayanshin
💵 GREAT INVESTING APPS I USE
GET A $10 BONUS WITH LIGHTYEAR - (UK & Europe)
https://lightyear.app.link/SashaYanshin
You need to use promo code "Sasha" and the bonus is awarded after your first trade.
INTERACTIVE BROKERS (Global - Main investing app I use)
https://bit.ly/interactive-brokers-sasha
SIGN UP FOR ETORO (Global Investing Platform)
https://med.etoro.com/B15358_A95689_TClick_SSasha.aspx
GET A FREE SHARE WORTH UP TO $150 WITH STAKE (UK, Australia, NZ)
https://hellostake.pxf.io/qnA3xq
You will get a free share if you sign up using this link and deposit a minimum of £50.
DISCLAIMER: Your capital is at risk.
DISCLAIMER: Some of these links may be affiliate links. If you purchase a product or service using one of these links, I will receive a small commission from the seller. There will be no additional charge for you.
DISCLAIMER: (For Lightyear affiliate link) The provider of investment services is Lightyear Financial Ltd for the UK and Lightyear Europe AS for the EU. Terms apply: golightyear.com/terms. Seek qualified advice if necessary. Capital at risk.
DISCLAIMER: eToro is a multi-asset platform which offers both investing in stocks and cryptoassets, as well as trading CFD assets. CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 68% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work, and whether you can afford to take the high risk of losing your money.
DISCLAIMER: I am not a financial advisor and this is not a financial advice channel. All information is provided strictly for educational purposes. It does not take into account anybody's specific circumstances or situation. If you are making investment or other financial management decisions and require advice, please consult a suitably qualified licensed professional.
Thanks for the video and your honest assessment on the difficulty of forecasting their operating leverage. I was hoping I had missed something on this one but this makes the risk profile too high for my appetite especially given other bargain deals of free cash flow businesses. Again thanks for the content and ignore all the non constructive hating. I think it’s a good sign honestly
This company is a black hole and pit of despair wrapped into one. Sure revenue my evenue is bananas. However, operating expenses just get worse and worse. Diluted Earning Per Share is more and more negative every year, and also free cash flow per share is totally off the rails. This company is diluting their shareholders out of existence. Look at the share based employee compensation it is accelerating not improving. Lets not even start about net income. There is no investor value in this company, they make more money and it just disappears. 📉
Finally some good content. Bravo!😚
Fascinating analysis as always. The variability in their future makes it appear like they could be an acquisition target for a company like Microsoft? Business Insider reported on this back in 2020 so am interesting stock to watch.
Sounds like Twilio is a pass
Next stock? What about Palantir, Fiverr at $555? What about all the other stocks? Stop costing your audience so much money!
If "ifs" and 'buts" were candy and nuts; we would all have a Merry Christmas…. This was a popular saying around the time of the Great Depression. And… Ya, I am really old. And… Ya, I used to hold stock in this one and loved the story. The top line was great but the bottom line just didn't improve. So…. I sold it almost two years ago and ended up putting the $ in TSLA and MP. My suggestion is that you research MP. You just might want to switch.
Perfect analysis and agree with high price sensitivity when it came for cost reduction! However know the product personally, can say that there is not much such a cross customer services alternatives and it will accelerate – continue hold on average price 81.
I'll stick to Tesla, no point in diversification. Tesla is generational, nothing else is.
Would love to see your analisis of Lovesack $LOVE
cosmic
Love these kind of video, really help me
We love you Sasha ❤️
Thank you Sasha for not afraid to point out even Tesla
Wow! Only been an hour and 80% of the comments are clueless like they never watched the video. Or maybe just OCD to comment.
I agree. That is how I do my personal books. I am worth say 80k, but, I expect to win a small lottery next year (not a large one) and will be worth 4m next year, my Iraqi Dinars will finally revalue at $7.00 US each adding 7m to my worth, and the sorry KMart stock I lost $20k on 30 years ago is going to undo their bankruptsy and pay me back at an annualized interest rate of 10% giving me another roughly 350k, making my net worth $11, 430,000 dollars before capital gains taxes if eligible. Yeah, that will work, I am all in. EDIT: LOL I think I will just keep my ALL IN ON TSLA.
"let's assume they beat their estimates", "what if it only drops by 10%", "the costs could always go lower leading to a 25% operating margin", "Look how sensitive my model is!" is speculation, you have to have an actual reason to think these things are going to happen. "Hope" and "what if" and "optimism" doesn't cut it. Not saying Twilio is expensive, just saying you can easily fudge numbers, but actually understanding what's reasonable as an assumption is another thing. All you're really showing here is how sensitive the models are to the inputs- doesn't suggest anything about the fair price of Twilio itself. Better 2 focus on what you think you're right on than fiddling with models you deliberated created to be highly sensitive to inputs, until you get the numbers you want.
Your investing strategy seems constantly to be based in hope. 'What if this happens?'
Well what if it doesn't?
Ok I invested all of my dads retirement money. If I lose it all it’s your fault.
Repeating the steps of Tom Crash
Twilio is almost as garbage as Fiverr or Palantir… you must have a bagholding fetish
Where’s the wider industry analysis – of competitors, 5 porter forces, pricing power, brand power etc etc….. all you do is explain what the company does and then extrapolate out a very basic model
So kinda like constant contact. Interesting play.
Im back 👍😀
First 😄