Twilio: 20% Share Buyback Incoming (NYSE:TWLO)

da-kuk Twilio (NYSE:TWLO) remains seemingly one of the few tech stocks which still trades at cheap valuations. That isn’t completely undeserved. The company has posted muted top-line growth during a period in which many tech peers have already begun to see some acceleration. Still though, there’s plenty of reasons to stick by the stock. The…

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BNP Paribas: Likely Re-Rating Incoming (OTCMKTS:BNPQF)

BalkansCat BNP Paribas (OTCQX:BNPQF) reported solid Q2 and H1 2023 results (announced about a month ago), beating analyst consensus on both top- and bottom-line. BNP’s consensus beat confirms my view that markets continue to underprice BNP’s earnings potential through 2025; and, anchored on an estimated FWD 2025 P/E of ~5.5, and a P/TBV of ~0.6…

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