Hi Anil, why do you think market is undervaluing this company, is there something that we are missing, is it because its not a SAAS business? When I find an undervalued business many times there are issues that market prices in. Sometime market is wrong, which is good time to buy companies but its important to ensure we are not missing anything. I will also look into this company in more details. Good pick. --Pranshu
Hi Anil, thanks for sharing your picks and along with a brief summary of your thoughts. Other than flywheel effect do you see any moat? What are some of the main competitors and in the absence of any intellectual property, I was wondering other companies/competitors can develop this tool relatively easily (I am not a technologist, so I could be wrong). I would appreciate if you could add more color and deep dive to the moat and uniqueness of this company compared to others which protects its from competition. Thanks
Hi Anil, why do you think market is undervaluing this company, is there something that we are missing, is it because its not a SAAS business? When I find an undervalued business many times there are issues that market prices in. Sometime market is wrong, which is good time to buy companies but its important to ensure we are not missing anything. I will also look into this company in more details. Good pick. --Pranshu
Hi Anil, thanks for sharing your picks and along with a brief summary of your thoughts. Other than flywheel effect do you see any moat? What are some of the main competitors and in the absence of any intellectual property, I was wondering other companies/competitors can develop this tool relatively easily (I am not a technologist, so I could be wrong). I would appreciate if you could add more color and deep dive to the moat and uniqueness of this company compared to others which protects its from competition. Thanks