@dhawal20jain Absolutely π― bro.. most imp thing-don't rely on office Mediclaim policy.. its not sufficient fr majority of things.. u change/left the organisation; benefits gone..if ur job is gone, u left with no cover. buying new policy will have waiting period.. many more things.
@dhawal20jain Add Family Mediclaim bro.. its must... more than 80% of Indian households don't have Mediclaim.. one serious illness in Family can wipe out entire savings within few days/months.
@me__kaushik Don't trust any Indian media report... War ka sach dikhane ka chor k hum kaise vishvaguru k iske hypothetical theories pesh karne m lage hue h.. begani shadi m Abdullah diwana... boot licking competition is going on in Indian media...
@REDBOXINDIA Don't trust any Indian media report... War ka sach dikhane ka chor k hum kaise vishvaguru k iske hypothetical theories pesh karne m lage hue h.. begani shadi m Abdullah diwana... boot licking competition is going on in Indian media...
@KommawarSwapnil Don't trust any Indian media report... War ka sach dikhane ka chor k hum kaise vishvaguru k iske hypothetical theories pesh karne m lage hue h.. begani shadi m Abdullah diwana... boot licking competition is going on in Indian media...
@CaVivekkhatri Don't trust any Indian media report... War ka sach dikhane ka chor k hum kaise vishvaguru k iske hypothetical theories pesh karne m lage hue h.. begani shadi m Abdullah diwana... boot licking competition is going on in Indian media...
@Atulsingh_asan Don't trust any Indian media report... War ka sach dikhane ka chor k hum kaise vishvaguru k iske hypothetical theories pesh karne m lage hue h.. begani shadi m Abdullah diwana... boot licking competition is going on in Indian media...
Bottom line:
FSL may not be a quick multibagger β but it could be a steady long-term compounder if strategy plays out.
Study purpose only.
No recommendation.
#FSL@AmitabhJha3@dhawal20jain@Shobhitcool2001
Pls check!
π§΅ Thread: Firstsource Solutions @211
(FSL) β Under-the-radar midcap IT/BPM story
1/ FSL trades at ~P/E 22 β reasonable compared to many IT peers. Market cap ~βΉ18β20K Cr. A potential long-term compounder if execution continues.
6/ Key trigger for rerating
Margins currently ~11β12%. If they expand toward ~15%, earnings growth could accelerate.
7/ Risks
β’ US demand slowdown
β’ Margin pressure
β’ Execution of acquisitions
Sagility @40
Interesting healthcare outsourcing play
β’ Pure-play US healthcare BPM company
β’ Strong demand-RCM, claims n payer services
β’ Long-term tailwind frm rising US healthcare outsourcing
Risks:client concentration & US healthcare spending cycles
#Sagility@AmitabhJha3