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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
  • EBIX a perfect target for CRM 0 comments
    Aug 9, 2010 2:03 PM | about stocks: EBIX, CRM
    Ebix would give some real earnings and cash to this inflated concept.

    How's this for a laugh:Ebix Cash flow this year 50m, CRM free cash 200m.

    Ebix Mkt Cap 650m, CRM 13,300 m.

    Mkt Cap/Cash flow: Ebix 13x, CRM 66X

    And for the finale: Revenue Growth YOY MRQ
    Ebix 48% CRM 27%

    Same industry, same objective of creating a platform...Dont you just Love Perfect Capital Markets!

    Disclosure: Disclosure: long Ebix, short CRM
    Stocks: EBIX, CRM
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