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zackkanter's profile
Zack Kanter
Zack Kanter
Zack Kanter
Verified account
@zackkanter

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Zack KanterVerified account

@zackkanter

Founder/CEO @ http://Stedi.com  (modern EDI platform) & previously Proforged (acq by Huron Capital), future-enthusiast, occasional blogger, all-around nerd.

Boulder, CO
zackkanter.com
Joined January 2012

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    1. Zack Kanter‏Verified account @zackkanter 9 Dec 2018
      • Report Tweet

      Which public company stocks would you want to own for the next 5 years, but not the next 10?

      19 replies 2 retweets 24 likes
    2. Justin Mares‏Verified account @jwmares 9 Dec 2018
      • Report Tweet
      Replying to @zackkanter

      Facebook. IAC. Pivotal. Twilio.

      1 reply 0 retweets 6 likes
    3. Zack Kanter‏Verified account @zackkanter 9 Dec 2018
      • Report Tweet
      Replying to @jwmares

      Great examples. I think 5 years might be a long time horizon for Twilio.

      1 reply 0 retweets 3 likes
    4. Justin Mares‏Verified account @jwmares 9 Dec 2018
      • Report Tweet
      Replying to @zackkanter

      Agreed 100%

      1 reply 0 retweets 1 like
    5. Taylor Pearson‏Verified account @TaylorPearsonMe 9 Dec 2018
      • Report Tweet
      Replying to @jwmares @zackkanter

      Is there a common thread here? Or all for different reasons?

      1 reply 0 retweets 0 likes
    6. Zack Kanter‏Verified account @zackkanter 9 Dec 2018
      • Report Tweet
      Replying to @TaylorPearsonMe @jwmares

      My guesses: Facebook & IAC - paradigms may change. Pivotal - F500 companies (their clients) are churning quickly, and also multi-cloud will prove to be a useless & costly strategy. Twilio - SMS paradigm may change and AWS may eventually be a competitor.

      1 reply 0 retweets 5 likes
    7. Doug/L‏ @btc_yogi 9 Dec 2018
      • Report Tweet
      Replying to @zackkanter @TaylorPearsonMe @jwmares

      Appreciate the Twilio insight. Bought SendGrid IPO and it’s been great, but now it’s basically Twilio stock and I’ve never followed them and am struggling to form an opinion. Any recommendations for sources of further analysis?

      1 reply 0 retweets 0 likes
      Zack Kanter‏Verified account @zackkanter 9 Dec 2018
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      Replying to @btc_yogi @TaylorPearsonMe @jwmares

      I love Twilio. Great company, great product. Have owned since the dip when they lost Uber. Price has run up a lot since then 🤷🏻‍♂️

      11:51 AM - 9 Dec 2018
      • 2 Likes
      • Justin Mares
      1 reply 0 retweets 2 likes
        1. Doug/L‏ @btc_yogi 9 Dec 2018
          • Report Tweet
          Replying to @zackkanter @TaylorPearsonMe @jwmares

          That helps, thanks again

          0 replies 0 retweets 0 likes
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