Paul Sapene

Venezuelan, Dad, Economist. I’m into Markets, Outdoors, Food, Tech & Strategy

[Paul Sapene @paulsapene]

@BusinessInsider @grok what’s the summary of this article?

[Paul Sapene @paulsapene]

@amitisinvesting @amitisinvesting when in SF?

[Paul Sapene @paulsapene]

@amitisinvesting @amitisinvesting awesome article and very insightful. Compute is now and will be the foundation for companies (revenues) and countries (GDP).

Question: Since energy seems to be the main risk and bottleneck to this whole equation, in which energy companies are you investing?

[Paul Sapene @paulsapene]

@RoundtableSpace @grok is this real?

[Paul Sapene @paulsapene]

@amitisinvesting Venezuelan follower of yours here @amitisinvesting . I can strongly tell you that 90% of Venezuelans support and are grateful fo this American action. Thank you USA!

[Paul Sapene @paulsapene]

@ankurnagpal SOLO @ankurnagpal

[Paul Sapene @paulsapene]

@Mr_Derivatives @fundstrat please add your thoughts here and clarify this for all of us

[Paul Sapene @paulsapene]

@jdhsjeifnaid @amuse @grok @grok summarize this article

[Paul Sapene @paulsapene]

@KoroushAK @KoroushAK this is my third follow up message on this. Was your offer real?

[Paul Sapene @paulsapene]

@KoroushAK @KoroushAK could you please share this? I am a follower and would love to have access to this resource that you offered. Thanks!

[Paul Sapene @paulsapene]

@scottmelker @grok what does this post means? Can you provide more context and information?

[Paul Sapene @paulsapene]

@Mr_Derivatives What’s your year end target for Hims?

[Paul Sapene @paulsapene]

@MMMTwealth @MMMTwealth what is your time horizon for these PT? End of 2025? 3 years? 2030? Thanks!

[Paul Sapene @paulsapene]

@BrianFeroldi @BrianFeroldi any book that you recommend on futures trading for an intermediate-advance level? (Even better if it covers scalping)

[Paul Sapene @paulsapene]

@thebrucemerrill Send

[Paul Sapene @paulsapene]

@thebrucemerrill Send [email protected]

[Brett Winton @wintonARK]

Time is more important than timing

[Jamin Ball @jaminball]

Impressive Twilio quarter

- $843M rev (+54% YoY) vs $768M consensus (10% beat)
- $860M next Q guidance vs $806M consensus (7% raise)
- 39% most accurate growth figure. Organic ex political rev
- 126% net retention
- 16 months GM adj. CAC payback
- 47% GM
- (7%) FCF Margin

$TWLO