VITV Podcast

[EBIX] EBIX - Part 1 | Value Investor TV - Podcast #127

December 30, 2020, LLC Episode 127
VITV Podcast
[EBIX] EBIX - Part 1 | Value Investor TV - Podcast #127
Show Notes

Ebix is a leading international supplier of On-Demand software and E-commerce services to the insurance, financial and healthcare industries, Ebix, Inc., (NASDAQ: EBIX) provides end-to-end solutions ranging from infrastructure exchanges, carrier systems, agency systems and risk compliance solutions to custom software development for all entities involved in the insurance industry.

“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. 

Intro - 0:00
Ebix Core Legacy Business and Competitive Advantage - 3:40
EbixCash Indian Operation and Gold Rush - 14:34
Mistakes and Stock Price Downward Spiral - 18:06
The Great Comeback and Opportunity for a 2 Bagger - 23:45
Capital Reinvestment Requirement and Share count - 29:49
Red Flags with Customers/Regulators/Investors Relationship - 35:00
How to Connect with Sunil - 39:00

Sunil Shah Seeking Alpha:
Sunil Shah Email:

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