Sinch (STO: $SINCH) does not get the hype that it deserves, the stock has more than 10x'd in the past 2 years
I’m very bullish on this category of Communication Platforms as a Service, currently holding both
$TWLO AND
$API I think Twilio is best positioned on the basis of a large product portfolio while Agora represents an opportunity to invest in a very high growth category around live-streaming use cases.
I want to spend more time looking at Sinch, the Swedish Twilio competitor which is now worth $8B. It recently sold a 10% stake to SoftBank to fund growth + M&A which could make for some exciting news.
Anyone do any digging here?