![\"\"](\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2019\/01\/masspsychology.jpg\")
<\/a><\/p>\nDines argues there are three factors that determine the price of a stock:<\/p>\n
+ Fundamentals<\/p>\n
+ Technicals, and<\/p>\n
+ Mass Psychology.<\/p>\n
I’d argue in favor of adding one extra:<\/p>\n
+ Growth<\/p>\n
Which brings me to these earnings:<\/p>\n
How do you price a company selling more each year and losing more each year?<\/p>\n Here’s how. This is the past year. Up nearly five times!<\/p>\n Look at the financials:<\/p>\n The company is only losing money because of its massive R&D.<\/p>\n Is the opportunity Twilio faces worth the R&D?<\/p>\n I spent most of the weekend trying to answer that question and\u00a0 concluded Yes<\/strong>.<\/p>\n Today I’ll buy some Twilio.<\/p>\n Essentially what Twilio does is to help companies “talk” to their customers better.<\/p>\n Twilio tailors voice, text (SMS), video, and email to make “the customer experience” more appealing. Their customers read like a Who’s Who of technology leaders, including Vmware, Intuit, Lyft, Uber, Yelp, eHarmony, Dell, Box, and Trulia. For more of Twilio’s 40,000 customers, go here.<\/a><\/strong><\/p>\n It’s really hard to explain the breadth of Twilio’s products (present and future). I keep thinking of Uber — and all the ways we, as customers, communicate with the company — from the app to the phone calls with the driver picking us up.<\/p>\n Twilio’s pricing model is tiny amounts per transaction — akin to what Amazon does with its AWS cloud service. This pricing encourages the potential customer to experiment and to grow. It’s neat.<\/p>\n I bet if you go to Twilio’s web site and float around for an hour or so you’ll find a simple application for one of your businesses. I found one — mass texts. Apparently texts get read more and much quicker than emails.<\/p>\n Whatever happened to bitcoin?<\/strong><\/span><\/p>\n Its highest price was $19,783.06, reached on December 17,2017. On Friday it was $3,708.18. That’s an 81% drop!<\/p>\n Scams and scams and more scams<\/strong><\/span><\/p>\n “Claim your prize before it expires.” “We have a reward for you.” “Your survey package is here.” “Claim your package before it expires.” “Your package from Walmart is waiting.”<\/p>\n It’s endless — from Amazon, Walmart, Sam’s Club, and a million others. They’re all scams.<\/p>\n Reply to any and your life will be miserable. How do I know they’re illegit? Look at the email address from one for Sam’s Club. Does this look legit?<\/p>\n 19 Best Places to Go in 2019<\/strong><\/span><\/p>\n From CondeNast Traveler — the list includes places in Belize, Bhutan, Australia, and\u00a0Chengdu, China, and the Northwest Passage.<\/p>\n Doesn’t matter if you can’t go. The pictures are neat. Click here.<\/strong><\/a><\/p>\n How to end the government shutdown<\/strong><\/span><\/p>\n From Saturday Night Live<\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a>
\n<\/a><\/p>\n