Twilio Q4'23 - Pre-Earnings Refresh We share context on $TWLO and where its today, how to think about the departure of Jeff Lawson, and updates on the key business metrics ahead of Q4'23 earnings.
Newsletter Public Comps Weekly Update - 2022.06.21 The recent drawdown has effectively taken the Median multiple back to Mar’20 / COVID trough, significantly lower than pre-COVID Dec’19 levels
