mat frankl and heren are taking a closer look at twillio. Twillio helps send the notification saying your ride is here. Shares are down 60 % year to date, but they could be an opportunity for investors. Heren: I don't own it yet, but i'm especially at the current pricesi sure i'll be a tuilio shareholder before too long.
If you were hoping to start the week with a hostile takeover, you're in luck! (0:30) Jason Moser discusses: - JetBlue Airways going hostile in its pursuit of Spirit Airlines - McDonald's leaving a major market for the first time in its history - The prospect of other major restaurant chains following McDonald's and closing up shop in Russia
(10:35) Jason and Matt Frankel take a closer at how Twilio makes money and one of the company's competitive advantages.
Stocks discussed: JBLU, SAVE, ULCC, MCD, DPZ, SBUX, TWLO, ABNB, CRM, UBER
Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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