VITV Podcast

[EBIX] EBIX - Part 2 | Value Investor TV - Podcast #128

January 06, 2021, LLC Episode 128
VITV Podcast
[EBIX] EBIX - Part 2 | Value Investor TV - Podcast #128
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
Balance Sheet Health - 1:16
EbixCash IPO - 3:54
China v.s. India and Indian Homegrown Story - 6:17
Branding Effort, Media and Sports Partnership - 8:08
The 3rd Act in the Ebix Story - 11:24
Weak Board of Directors - 14:40
Seeking Alpha and Sunil Contacts - 15:57

Sunil Shah Seeking Alpha:
Sunil Shah Email:

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