Few investors are currently interested in Twilio shares. Why I now decided to invest into the SaaS stock for the second time since 2018.
One question, aren’t you worried about stock based compensation being so high? If le you exclude it the FCF declined sharply.
The new management already changed their policy of high SBC, so this will change over time. In general I am not concerned as long as the dilution is not too high. I addressed the topic here: https://hightechinvesting.substack.com/p/what-you-as-a-shareholder-should
Thanks. FCF Yield is 8% -- good.
One question, aren’t you worried about stock based compensation being so high? If le you exclude it the FCF declined sharply.
The new management already changed their policy of high SBC, so this will change over time. In general I am not concerned as long as the dilution is not too high. I addressed the topic here: https://hightechinvesting.substack.com/p/what-you-as-a-shareholder-should
Thanks. FCF Yield is 8% -- good.