Good to see marquee instt buying Route . Platform based business model
Asset light .sacalble .high Roce high Cagr. Little debt . Less employees mostly in sales n after sales roles. Good reputation of Co in mobile world. Valns may have run ahead sharply but when compared with Twillo n Sinch its OK. Good instt interest like GS KIA Nippon MF Abakkus Pinebridge n now Thelme. Opp size increasing due to increasing usage of SMS as 2nd level security world wide. Lets wait for next few qtrs results.Rajdeep has earned good reputation for himself over last 15 years with superb clients like FB Google Amazon Hdfc Bank. One can hv a 2-3 yr pov n buy some.
Thelme a hedge funds bought nearly 8 lacs shares today.