2021 in Review- Part 1

2021 in Review- Part 1

At the beginning of 2021, I shared this note where I highlighted some trends and the stocks that I own in my portfolio to benefit from these trends. I will be sharing my thoughts on those thoughts in the next couple of weeks. This is the first of those articles. In...
2021 in Review- Part 1

Twilio: A Great Opportunity this Halloween?

At the beginning of 2021, I had picked Twilio (TWLO) as one of the companies to invest for the next 3 years. TWLO started this year around $341 quickly reached a high of $425 in March and then stayed range bound and fell about 20% last week after reporting Q3 2021...