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
Back to today 
From X
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
HOOY: A Hold For The YieldMax HOOD Option Income Strategy ETF
YieldMax HOOD Option Income Strategy ETF pays high weekly income from Robinhood volatility, but return-of-capital distributions and a 0.99%…
Ivan Gaddari 
[ROL – Rollins] The exterminator’s dilemma
Rollins’ shares have fallen more than 50% from their peak, resetting valuation as route density, reliable service and pricing support…
This Week in Special Situations: Pearson, CarMax, Talen Energy, KBR, Apollo Commercial Real Estate
Pearson, CarMax, Talen Energy, KBR and Apollo Commercial Real Estate lead a 33-company survey of activist campaigns, buybacks, M&A and…
Deckers (DECK): From Clown Shoes To Compounder
Deckers built HOKA into a brand nearing UGG’s scale, with HOKA revenue up about fivefold since FY21.
Q3 2026 Consolidated Holdings, Performance, and Ideas
Irrational Analysis reports 51.55% outperformance versus a semiconductor ETF, adding Credo for SerDes and QMCO for AI-driven tape storage…
Occidental Petroleum: Great Inventories To Ride Lower Structural Capex In The Industry
Occidental Petroleum could benefit as declining shale inventories and high rates curb industry capex, tightening oil supply against demand…
Gen Z Investor 
Chevron (NYSE: CVX) Stock Rating: Move To Distribute After Q2 FY12/26 Earnings - Near-Peak Margins And The Iran War
Chevron moved to Distribute at $204 after Q2 free cash flow reached $18.1 billion on $104 Brent, with near-peak margins driving supernormal…
Undercovered Dozen: Vicor, Rayonier, Accenture And More
Vicor, Rayonier, Accenture and nine other lesser-covered stocks make up Seeking Alpha’s Undercovered Dozen.
Toll roads in the sky
Asia's elevator boom favors maintenance and modernization providers, with Otis deriving nearly 90% of operating profit from after-sales…
Portfolio and performance update, September 2026
Portfolio returned 65.7% through September 28 versus the S&P 500’s 13.2%, while backing Tourmaline, EQT, Athabasca and SLB on gas demand…
$SN: The Sneaky Compounder With 40% Upside (No Paywall)
SharkNinja, spun off from Hong Kong-listed JS Global Lifestyle and listed at $42.31 in July 2023, is pitched as a 40% upside compounder.
Under The Hood: Ulta Beauty, Inc. ($ULTA)
Ulta Beauty’s 46 million-member loyalty model drove strong historical cash flow, but earnings have stalled since fiscal 2022 as SG&A rose;…
Booking Holdings: A 15% EPS Compounder at 17x Earnings
Booking Holdings generated $9.1 billion in 2025 free cash flow and targets 15% annual EPS growth, trading at 16.8x forward 2026 earnings.
Under The Hood, HCA Healthcare - $HCA
HCA Healthcare generated $75.6 billion of 2025 revenue and an 18.9% ROIC, pairing hospital-market scale with expanding margins and lower…
An Open Letter to the TPL Board
Texas Pacific Land shareholders urge two board additions, data-center expertise, and capital spending beyond mineral royalties toward…
Software Continued
Microsoft, SAP, Oracle, Adobe and Intuit generate 90.2% of listed IT software net income, though AI has compressed Adobe and Intuit…
The $FTAI Report Cost Me a Fortune. The $APP Report Taught Me a Lesson
A custom AI agent monitors Muddy Waters reports, calls investors with target tickers, and pairs fast alerts with filing-based checks of…
Our Q1 2026 Letter & Look Ahead: Oil, Iran, OXY & PTON
Open Square Capital’s Q1 2026 letter discusses the oil market, Iran, Occidental Petroleum and Peloton.
Defying the Surveys
PNC CEO Bill Demchak says consumer spending, savings, activity and loan growth contradict record-low University of Michigan consumer…
Mention Market Analysis: Truist Financial
Truist Financial’s April 17 call is forecast to feature “tailwind” in NIM and asset-repricing discussions, with the 51-cent Kalshi contract…
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Convequity
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Deep Sail Capital
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DOMO Capital Management, LLC
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Fierce_beast
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Yaron Naymark
Investor letters we follow
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