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Ebix: The Future Of On-Demand Software & E-Commerce Services Part 1 | Value Investor Chatter | #127
If you're looking for a stock to invest in that's poised for growth, look no further than Ebix. They offer on-demand software and ecommerce services, and their client base is only going to continue to grow. Listen to this episode to learn more about Ebix and why they're a great investment option.
“The digital beast in India is about to awaken”
"Digital emergency of 300 million people offer unrivaled opportunity"
"Last call for e-train to Mumbai, hop on board"
These are quotes from Sunil's articles on Seeking Alpha. Sunil is a fund manager who cut his cloth in Schroders London. He joined Coronation South Africa in 1998, running the Smaller Companies Fund which had the best 5-yr record in the sector during his tenure. In 2005 he left Coronation to pursue his passion in writing (and invest without constraints). He recently completed his first novel, a financial thriller called "White Man's Numbers."
In this podcast, we discuss our $EBIX hypothesis and why it is a 2 bagger opportunity in the short-term, with a 10 bagger potential in the long run.
(0:00) Intro
(3:40) Ebix Core Legacy Business and Competitive Advantage
(14:34) EbixCash Indian Operation and Gold Rush
(18:06) Mistakes and Stock Price Downward Spiral
(23:45) The Great Comeback and Opportunity for a 2 Bagger
(29:49) Capital Reinvestment Requirement and Share count
(35:00) Red Flags with Customers/Regulators/Investors Relationship
(39:00) How to Connect with Sunil
Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah
Sunil Shah Email: [email protected]
Value Investor Chatter
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com/valueinvestor49
TikTok: https://www.tiktok.com/@valueinvestor49
LinkedIn: https://www.linkedin.com/company/valueinvestor49/
Website: https://valueinvestor.org/
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By valueinvestor.org
4.9
3939 ratings
If you're looking for a stock to invest in that's poised for growth, look no further than Ebix. They offer on-demand software and ecommerce services, and their client base is only going to continue to grow. Listen to this episode to learn more about Ebix and why they're a great investment option.
“The digital beast in India is about to awaken”
"Digital emergency of 300 million people offer unrivaled opportunity"
"Last call for e-train to Mumbai, hop on board"
These are quotes from Sunil's articles on Seeking Alpha. Sunil is a fund manager who cut his cloth in Schroders London. He joined Coronation South Africa in 1998, running the Smaller Companies Fund which had the best 5-yr record in the sector during his tenure. In 2005 he left Coronation to pursue his passion in writing (and invest without constraints). He recently completed his first novel, a financial thriller called "White Man's Numbers."
In this podcast, we discuss our $EBIX hypothesis and why it is a 2 bagger opportunity in the short-term, with a 10 bagger potential in the long run.
(0:00) Intro
(3:40) Ebix Core Legacy Business and Competitive Advantage
(14:34) EbixCash Indian Operation and Gold Rush
(18:06) Mistakes and Stock Price Downward Spiral
(23:45) The Great Comeback and Opportunity for a 2 Bagger
(29:49) Capital Reinvestment Requirement and Share count
(35:00) Red Flags with Customers/Regulators/Investors Relationship
(39:00) How to Connect with Sunil
Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah
Sunil Shah Email: [email protected]
Value Investor Chatter
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com/valueinvestor49
TikTok: https://www.tiktok.com/@valueinvestor49
LinkedIn: https://www.linkedin.com/company/valueinvestor49/
Website: https://valueinvestor.org/