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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (74021)	10/21/2023 7:18:00 AM
From: Harshu Vyas	Respond to of 78696

Also, hq in Bermuda which helps! Added to my watchlist.

To: Paul Senior who wrote (74021)	10/21/2023 7:20:06 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78696

Re Genpact $G. This actually looks interesting, imo. They do have a pretty good track record of double digit growth. Some debt (2x EBITDA/ ~1.5x net cash). I am guessing they benefited a bit from COVID-19 but I also think that AI will be a LT tailwind for them. Put it on my watchlist to investigate more. Stocks like $G are what Harshu should be looking at rather than the Riff raff that he posts about. it’s interesting they they m GE’s to get the old Gillette ticker symbol. Sometimes, the stock exchanges can attract listing with one letter or nice mnemonics ticker symbols I have heard. FWIW, EXLS is another one that I saw posted about. Similar business but perhaps a bit more expensive , but also stronger growth.