S-1s are even more fun 
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Haha I used to read annual reports for fun too. The best were the Berkshire Hathaway reports with Buffet's letter to the shareholders.
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Inovalon for the curious. Wonder how Veeva looks like?
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first identity theft legal letter writing now this. You should go over all of your hobbies sometime
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Doesn’t WhatsApp account for like 20% of Twilio’s revenue? (At IPO anyway) Do you think this acceptable for software companies? Seems better to diversify, if possible.
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Why would you turn the money down? Money from customers is incredibly cheaper than money from investors.
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