It's Monday, October 12th.

Welcome to Market Foolery.

I'm Chris Hill joining me today from Canada, where today is Thanksgiving.

It's Jim Gillies.

Happy Thanksgiving, my friend. And right back to you, I guess, Jim Gillies. Happy Thanksgiving, my friend.

And right back to you, I guess, about a month and a half early.

Yes, yes.

We like to get our pick of the turkeys and get all the good turkeys,

and then you guys can have what's left over.

You know what at this point I'll take leftovers absolutely.

Among the questions we're going to tackle today why should someone in their 20s own shares of

Pepsi? What should shareholders of Apple and Amazon expect on

Tuesday? But we're going to start with the deal of the day and that is Twillio,

the Cloud Communications Platform buying segment segment a private company a provider of

customer data platforms

It's a 3.2 billion dollar deal and it is an all stock deal Jim and when you consider the fact that shares of Twillio are up about 180% over the past 12 months

Putting aside the business of segment just from a financing standpoint, Twillio appears to have been smart here.

Yes, the last time I saw financing what what segment was valued at in April of last year,

April 2019, so about 18 months ago, they did a venture funding round that So about 1.8.8.8.9.9.

They did a venture funding round that valued the company at about 1.5 billion.

So Twilio today is paying up just slightly more than double that valuation. Now I'm going to try to hide the fact that I'm a

technical Luddite and I don't, I can't really speak to the business of cloud computing a lot, but I can look at the financing and the financial

...