hapabapa Introduction & Investment Thesis I last wrote about Twilio (NYSE:TWLO) in July, where I upgraded my rating on the stock from “hold” to “buy” as I believed that the company was starting to demonstrate early signs of stabilization after the management conducted a business review of its Segment business and laid out its long-term plan for success. Although revenue growth had not accelerated at the time of my writing, it had started to see some signs of stabilization in its Net retention rate. Sinc ...