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/