Watching Twilio; Hearing Traders Circulating Rumor Gordon Haskett's Bilson Thinks There Could Be A Big Activist In Co, Hearing Mentions Of Elliott
Portfolio Pulse from Happy Mohamed
Traders are circulating rumors that Gordon Haskett's Bilson believes there could be a significant activist in Twilio (TWLO). Elliott Management is being mentioned in these discussions.
July 20, 2023 | 1:44 pm
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NEUTRAL IMPACT
Rumors of a potential activist involvement in Twilio could lead to increased scrutiny and potential changes in the company's strategy or structure.
The rumors of activist involvement in Twilio could lead to increased scrutiny of the company's operations and potential changes in its strategy or structure. However, as these are still rumors, the impact on the stock price is uncertain.
CONFIDENCE 60
IMPORTANCE 75
RELEVANCE 100