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Sinch 10x in 2 years
Sinch (STO: $SINCH) does not get the hype that it deserves, the stock has more than 10x'd in the past 2 years

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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?

Eric Pelnik's avatar
Looks pretty interesting - love the space. They hovered around 30-35% organic growth in 2020 (per their reports).
Nandu Anilal's avatar
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