• Parts of the company are growing really fast and it seems to be the go-to solution for big companies, suggesting a substantial competitive advantage.
• However, there are still substantial losses which aren’t going away anytime soon.
• It all depends what you want to pay for this; we think the present price is really quite fair already, so we don’t see much immediate upside.

Source: Talend Has A Strong Competitive Position – Talend SA (NASDAQ:TLND) | Seeking Alpha