“Twist Bioscience Soared — We're Still Not Buying”
Not buying TWST; valuation is rich with high hurdles, skeptical of continued run.
It's time to revisit Twist Bioscience. It's been a couple years since we put out a video and deep dive into this company, and to be completely honest, I haven't watched the stock closely.
We decided to pass at that time, but one of our members reminded me of this stock just a couple weeks ago, and so I thought I'd take a fresh look at it. If you've invested somewhere in the middle there in the last five years, you've probably done really well the last couple months.