Tag Archives: IPO

Review of TADSummit Innovators Video: Robert Vis on Bird Box

Yesterday I published the Podcast 104 Robert Vis Bird Box video to get the content out fast, within a post that introduced the plan for Podcast 104, Robert Vis’ letter to his shareholders, and Paul Sweeney’s review of the letter. Podcast 104: TADSummit Innovators, Robert Vis on Bird Box. This post provides a summary of … Continue reading Review of TADSummit Innovators Video: Robert Vis on Bird Box

Truth in Telecoms helps Investors in Programmable Telecoms

Moez has raised Twilio’s Stock price from $42 to $110 Moez Kassam and Anson Funds started circling Twilio in 2023, back when the stock was hovering around $42. The information provided in TADSummit’s Truth in Telecoms helped lead to $100M profit for Anson on Twilio. The stock price rise is because of hedge funds buying … Continue reading Truth in Telecoms helps Investors in Programmable Telecoms

Podcast 88: Truth in Telecoms, The Vis Part 2

Podcast Directory Part 2 starts with a review of the US market, how Twilio was paid to send and receive SMS, and was only charged a small fee by the carriers. However, the carriers saw the charges Twilio was making to its customers, and used TCR (The Campaign Registry) to raise pricing to 0.5/1c per … Continue reading Podcast 88: Truth in Telecoms, The Vis Part 2