Sunil Shah's  Instablog

Sunil Shah
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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... More
My blog:
whitemansnumbers.com
My book:
White Man's Numbers: Excerpt Chapter 13
  • Ebix 2q results. massive short squeeze.  0 comments
    Aug 9, 2010 10:05 AM | about stocks: EBIX

    IF the short numbers on yahoo are right, there will be a massive short squeeze on these results, which are indisputably impressive on rev growth, margins, cash flow, new customers and perpetuity business.

    If I were Salesforce.com this would be my target in an instant. A no brainer as long as Raina could work under Bullfrog Benioff.



    Disclosure: long
    Stocks: EBIX
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