One Of These Things Are Not Like The Other ….

I present with nothing other than an explanation for why the song from Sesame Street® is currently playing in your head.

The GOOD:

From June 27, 2016:

Cramer: One IPO that proves Silicon Valley unicorns have value

From August 9, 2016:

More Squawk from Jim Cramer: Twilio (TWLO) Is the Future of Cloud Computing

The BAD:

From October 21, 2016,

Jim Cramer — Twilio Needs to Find Support at $40

The UGLY:

It seems the ones that took that advice are not the ones that should be first to jump. To wit:

Recent Trades: October 26, 2016

Twilio Inc (TWLO) CEO Jeff Lawson Sold $32.1 million of Shares

CEO, 10% Owner Jeff Lawson sold 830,977 shares of TWLO stock on 10/26/2016 at the average price of $38.6. The price of the stock has decreased by 3.47% since.
CFO Recent Trades:

CFO Lee Kirkpatrick sold 69,740 shares of TWLO stock on 10/26/2016 at the average price of $38.6. The price of the stock has decreased by 3.47% since.
Directors and Officers Recent Trades:

Director James Mcgeever sold 72,861 shares of TWLO stock on 10/26/2016 at the average price of $38.6. The price of the stock has decreased by 3.47% since.

General Counsel and Secretary Karyn Smith sold 13,863 shares of TWLO stock on 10/26/2016 at the average price of $38.6. The price of the stock has decreased by 3.47% since.
Director Scott Campbell Raney sold 503,496 shares of TWLO stock on 10/26/2016 at the average price of $38.6. The price of the stock has decreased by 3.47% since.

Bonus: The RIDICULOUS:

The combined one day sales of these reported insider trading actions ($57.5MM give or take if my math is correct) amounts to almost the entire ad revenue generated of $64.5MM for their entire second quarter of 2016 less than 90 days ago when it reported earnings to a celebrating chorus of watchers and analysts.

Just imagine if they could sell that much of their product in a day – as they can sell their own stock! But hey, “What do I know.”

As always, take from this what you wish. Just trying to do it without that little song playing in the background is quite the “show and tell” of its own, yes?

© 2016 Mark St.Cyr