Seeking Alpha

Sunil Shah's  Instablog

Sunil Shah
Send Message
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:
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
Back To Sunil Shah's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers


  • $HLF rising because of Pershing's pain on $VRX. Do you really think Ackman will capitulate on his $HLF short due to this? I am certain NOT
    1 day ago
  • $HLF will Herbalife's share price today register its imminent collapse, after Vemma? FTC should be about ready by now to deal with $HLF
    Sep 21, 2015
  • $HLF Vemma boss asks FTC to unfreeze his assets, frozen last week. Permission DENIED! Let this be a foretaste of things for HLF Officers..
    Sep 14, 2015
More »

Latest Comments

Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.