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CIO Travis Growth Investment Fund (TGIF)

Travis Growth Investment Fund has been a long-time investor in TWLO, with the first trade at $16. Despite multiple issues, the fund rode the stock to $400, but the thesis eventually eroded and the stock traded back to $50. This shows that conviction is not always the best when the investment thesis breaks down. However, the fund is still long on the name and sees the departure of the CEO as a new beginning. #TravisGrowthInvestmentFund #TWLO

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