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Joined: 03/Jan/2010
Location: India
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Posts: 85
Posted: 04/Dec/2010 at 11:08am
Basantji,
Was just going through this thread today and wanted to know your views on STFC. Do you think it will be a good idea to include a co. like STFC in the TED XI?It has an excellent management, a consistent track record, operates in a niche field with huge opportunity going forward (currently only 20% market share) and a big moat .It has also been consistently coming up with new ideas to grow its business (automalls/kiosks etc.)
Joined: 03/Jan/2010
Location: India
Online Status: Offline
Posts: 85
Posted: 04/Dec/2010 at 11:59am
Originally posted by haricharan.ln
Basantji,
Was just going through this thread today and wanted to know your views on STFC. Do you think it will be a good idea to include a co. like STFC in the TED XI?It has an excellent management, a consistent track record, operates in a niche field with huge opportunity going forward (currently only 20% market share) and a big moat .It has also been consistently coming up with new ideas to grow its business (automalls/kiosks etc.)
Thanks in advance for your comments
Also there is the other aspect of shift from the unorganized sector to the organized with virtually limited competition.
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