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2 sense: our 3 biggest mistakes, investing $100k, Core Lithium (CXO), DZZF, Twilio (TWLO), Owen says Dubber (DUB) is a no go & Rural Funds Group (ASX:RFF)

Australian Investors Podcast

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Is Twilio Really a Good Business?

Twilio is a real, I think it's a really impressive business. It's just that the economics, it works out that the margins aren't as good. So if I was looking at Wispard, the thing that I'd be looking at right beside it is Twilio. We actually think this is an area in the market where active managers can add significantly so they might get better access to management. They can ask when people are being pushed out or ask for them to be pushed out if that needs to be done.

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