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I sold all my shares today. I know jack about finance, but my gut said that $60 is too high.

• Hydraulix989 10y ago
  It's hard to say what is post-IPO hype and what isn't at this point. I'm also very curious what Twilio has on its roadmap -- a post-IPO company is no longer a startup, but the whole concept of making a Python library that sends SMS messages, to me, very much feels like just a startup MVP. It'd be interesting if they went after cell carriers with WebRTC, but even the WebRTC provider world is a pretty competitive space now with TokBox and Agora.io essentially providing the same value prop with their offerings now. Me? I just want a China number to send SMS messages from. Get on that, Twilio!
• harmmonica 10y ago
  I think that was a smart move. I'm similarly ignorant of the nitty gritty financial details of how stocks end up priced where they are priced, but I do follow a bunch of (mostly tech) companies and more or less invest/gamble on "feel" (ie, do I like and understand what they're doing, how is the stock currently priced, do those high level financial multiples make a little bit of sense against their peers and what's the competition look like). I was buying into Twilio because I'd been following their story for years and just think it's a good, solid business that will be able to grow steadily as a public company, but there's nothing steady about what's happened with the stock price. I want to pull the trigger and get out. Hard part is actually pulling it. Glad to hear you locked in the gain. Maybe you'll inspire me to do that today.