Twilio (NYSE: TWLO) Stock Rating: Hold After Q2 FY12/26 Earnings - Distribute Below $260
Twilio posted Q2 revenue of $1.50 billion, up 22%, and guided 16% Q3 growth; the note rates TWLO Hold at $305, with a $260 risk line.
Thursday, October 1, 2026
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junkbondinvestor on X
“Good news. We got you your full $PSKY allocation.” https://t.co/oKKwqUnBNn
Barbarian Capital on X
Keurig Dr Pepper Hires Kimberly-Clark President Torres to Helm Coffee Spinoff $KDP $KMB https://t.co/8CPQhRReM4
Barbarian Capital on X
McCormick Is Working to Win Over Value-Conscious Shoppers $MKC https://t.co/cNn2B5biRP
Barbarian Capital on X
Accenture Revenue Rises on Growth Across Geographies, Industries $ACN https://t.co/hKXPmc5ov2
Barbarian Capital on X
$HAS also moved up Barbie-Maker Mattel Draws Takeover Interest From Authentic Brands Group $MAT https://t.co/HZXNiDyOkj
Barbarian Capital on X
getting more interesting Nike Projects Sales Decline This Year After Lower First-Quarter Revenue $NKE https://t.co/pV51lJLbbK
Barbarian Capital on X
Raytheon Gets $24.4 Billion Navy Contract for Standard Missile-6 Interceptors $RTX https://t.co/uNGS51L1bU
Investor Letters
All letters- Protean Funds September 2026 DSV $42BNTOIF $29B
- Asset Value Investors Ltd August 2026 MSLOF $16B
- Guinness Global Investors August AFL $56BCRM $193B
- Janus Henderson Investors July 2026 KLAC $270BMCK $100B
- Asset Value Investors Ltd July 2026 UNVGY $26B
- PenderFund Capital Management Ltd. July 2026 GNRC $12B
- Lindsell Train Limited July LDNXF $52BSGGEF $12B
- Protean Funds July 2026 EVGGF $15BNVO $169B
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Portfolio and performance update, September 2026
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LULU · long Lululemon Athletica INC
Lululemon Athletica, a high-end women’s sportswear retailer, is presented as a long investment.
ServiceNow: When SAAS Meets AI = Opportunities
ServiceNow targets $30 billion in FY2030 revenue and a Rule of 60+ as it expands premium agentic AI offerings and consumption-based pricing.
Meta Buys Away its Distraction at Minimal Cost
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TSOH Weekly Roundup (08/28/2026)
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Making sense of Sandisk’s long-term financial model
Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…
QXO Inc.
QXO is building a North American construction-products distributor through Beacon, Kodiak and TopBuild, targeting $18.1 billion of combined…
UK Primer: The Equity Revival
UK equities trade at decades-wide discounts to developed-market peers as improving sentiment, capital reform and foreign M&A support a…
MT 2026-08-27 ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
ArcelorMittal’s regional steel franchises, integrated mining and India expansion are lifting EBITDA per ton and supporting per-share…
Capital Connoisseur 1 click
Intuit FY2026 Earnings Review
Intuit beat FY2026 estimates despite a $293 million restructuring charge, as management lowered growth ambitions and expanded Mailchimp and…
KMI 2026-08-26 Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher
Kinder Morgan raised 2026 guidance after record Q2 results, supported by a $9.6 billion backlog and growing U.S.
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