The main reason the market doesn’t give Lincoln good to great value is average sales growth.
It’s the basic FUNDA of the stock market—show me the GREAT sales and earning growth, and then get the PREMIUM valuation.
My personal opinion.
dr.vikas
Tanla Platforms ~ Leading player in the fast-growing CPaaS market (12-10-2024)
Tanla has more questions than answers. 
Airtel is 2 partner in DLT incl Tanla. Jio is insourced/tech mahindra.
URL whitelisting – no i don’t think it increases market share. On the con call you should ask if it increases revenue ?
Airtel will have edge in SMS and maybe RCS. Rest no.
SMS to OTT will happen for marketing and Airlines. Rest bank transactional , OTP etc really no. There is no incentive to shift.
Tanla should lay out for shareholders the impact of regulatory changes. These questions should be asked on con call.
Tanla Platforms ~ Leading player in the fast-growing CPaaS market (12-10-2024)
Tanla has more questions than answers.
Airtel is 2 partner in DLT incl Tanla. Jio is insourced/tech mahindra.
URL whitelisting – no i don’t think it increases market share. On the con call you should ask if it increases revenue ?
Airtel will have edge in SMS and maybe RCS. Rest no.
SMS to OTT will happen for marketing and Airlines. Rest bank transactional , OTP etc really no. There is no incentive to shift.
Tanla should lay out for shareholders the impact of regulatory changes. These questions should be asked on con call.
Tanla Platforms ~ Leading player in the fast-growing CPaaS market (12-10-2024)
Tanla has more questions than answers.
Airtel is 2 partner in DLT incl Tanla. Jio is insourced/tech mahindra.
URL whitelisting – no i don’t think it increases market share. On the con call you should ask if it increases revenue ?
Airtel will have edge in SMS and maybe RCS. Rest no.
SMS to OTT will happen for marketing and Airlines. Rest bank transactional , OTP etc really no. There is no incentive to shift.
Tanla should lay out for shareholders the impact of regulatory changes. These questions should be asked on con call.
Tanla Platforms ~ Leading player in the fast-growing CPaaS market (12-10-2024)
Tanla has more questions than answers.
Airtel is 2 partner in DLT incl Tanla. Jio is insourced/tech mahindra.
URL whitelisting – no i don’t think it increases market share. On the con call you should ask if it increases revenue ?
Airtel will have edge in SMS and maybe RCS. Rest no.
SMS to OTT will happen for marketing and Airlines. Rest bank transactional , OTP etc really no. There is no incentive to shift.
Tanla should lay out for shareholders the impact of regulatory changes. These questions should be asked on con call.
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Thank you for your ongoing contributions and for updating this portfolio promptly every week, as well as for your quick responses.
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How to solve this type of issue?
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