Route Mobile: A Moated Tech Stock !

Is Route Mobile at Inflection point!

0:00 Intro: CPaaS
4:01 Route Mobile Business Overview
5:10 Saas Valuation Tool 1
8:43 Financial Analysis
9:15 Hidden Operating leverage, non linearity
10:45 Peer Analysis
12:51 Recurring Revenue & NRR
14:23 Saas Valuation Tool 2 (Tanla vs Route)
17:03 Investment Thesis
20:11 Antithesis

DISCLAIMER
All the Information provided in the channel is for general guidance and educational purpose. Don't consider this as Recommendation from our side.
#passiveincome #stockinvestment #mutualfunds #sadhansimplfied #stockbeginnerbasics

[sandipbelhekar]

Underrated Channel. Keep posting Sir
One day channel will surely grow

[gee]

Excellent Amitabh all your videos are very informative, Keep doing ur best

[oma]

Epic content 👌
Yes please make video on tanla also.
What’s your take on happiest mind ?

[jeevansingh]

Your channel deserves more likes for such in-depth analysis.

[anshulanz]

Pl do analyse TANLA in detail too... Thanks for the great work you are doing

[mranujc]

Interesting analysis. How much of an advantage it will be for tanla v/s route in this block chain bit tht u spoke about.

[sunmayshukla]

Already sitting on gains thanks to you, planning to hold.

[ranjeetsignal]

Good analysis.
Please analyse Tanla Platform, if possible.

[vishnuchilamakuru]

Excellent analysis and xplanation 👌 Holding tanla from 900 levels.. Like to know your opinion and detailed analysis on tanla..

[RohitKirola]

Great video, once again! Thanks for sharing the rule of 40... very interesting indeed.

[OdiatechnoCrime]

360 degree Analysis sir.
Hope for best for Route mobile 👍👍👍👍👍👍👍👍👍👍👍👍👍

[siddhantdwivedy]

My preference vs Tanla over Route, it paid off till now. Please analyze Tanla as well, would love to understand your point of view.

[titasbhatt]

Very nice and informative video .. please do make a video on tanla platforms as well

[koteshchityala]

Hi sir can you share your view on Latent view anylitics..i am expecting good growth in this sector..need more conviction to increase the quantity. 🙏

[drkaurani]

wonderful! have you checked other red flag parameters like salary of management, dubious loans, quality of auditors and succession planning?

[oma]

Just checked in December quarter results Route passed Rule of 40 😀👍

[debasissamantray]

excellent analysis as always…please do analyze Tanla

[ramanandsingh]

Great information as usual. Thanks for your guidance.

[mathewseapen]

आपके vdos में audio का स्पीड बराबर (symetrical) नही रहता है जिससे speed adjust करने पर भी सुनने में easy नही होता। कई दिनों से बताने की सोच रहा था पर लगा की ठीक हो जायेगा। Please rectify it in ur upcomming vdos.
Thankyou for the analysis

[vikramsinghmaran]

Thnk u sir for this information. I love ur work 🙏👍