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Technology Stocks : Investing in Exponential Growth

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From: Paul H. Christiansen	12/27/2016 5:00:34 PM
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Twilio: Bears Underestimate Them, Says William Blair Cloud computing technology vendor Twilio ( TWLO), which serves giant customers such as WhatsApp, is underestimated, writes William Blair’s Bhavan Suri in a note to clients today in which he reiterates an Outperform rating. Suri reports the findings of a luncheon his firm hosted with investors last week during which Twilio shares were discussed. He goes through a number of bear arguments and attempts to refute them. Twilio, writes Suri, is a “communications-platform-as-a-service” provider, or “cPaaS.” The company “enables developers to build, scale, and operate real-time communications solutions within their own custom software applications” so apps developers don’t have to build the plumbing themselves. TWLO is one of our recent UVM Picks blogs.barrons.com

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