My Latest Smart Money Secrets Recommendation is Live - The 5 Minute WrapUp by Equitymaster
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My Latest Smart Money Secrets Recommendation is Live

Dec 24, 2018

Sarvajeet Bodas, Research analyst, The 5 Minute Wrapup

A while back we recommended our first IT stock in our guru-tracking service Smart Money Secrets.

We called it The Future Walmart of the IT Sector'. This company had a very different business model from typical IT service companies.

The stock is up around 35% since.

We recommended this stock only after extensive research on both the sector and the business.

While evaluating the IT sector last year, we came across a niche IT company with all the ingredients of making it big. However, the stock was expensive at that time.

Fast, forward to the recent quarterly result season. This niche company did not meet analysts result expectations. The stock fell more than 30% from its peak.

We knew it was the time to get excited about the stock. We looked closely at the numbers.

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We did find some lapses on the part of the management but that was not a big problem from a long-term perspective.

While we were preparing to meet the management, we noticed a super investor, who we track closely and who is already invested in the company, was aggressively buying.

And then we noticed something interesting... the owners also bought shares from the market.

We worked fast, studied the business, met the management, and analysed the competition.

We also had a long debate with our in-house IT expert to understand how he looks at these kinds of niche IT companies. The debate was fruitful and gave us the confidence to go ahead.

But a big question remained...

How will the Digital Revolution benefit this company?

You see the company describes itself as a true digital business.

To understand this here's an excerpt from our report...

  • 'We are as much a tech company as we are a pizza company,'

    This is what the CEO of Domino's Pizza told the audience in a CEO Summit organised in Detroit, USA.

    He further said, 'out of the 800-people working at headquarters, 400 fully work in software and analytics'.

    Technology has changed how customers order whether using Domino's app, directly via twitter or even by texting an emoji.

    Similarly, technology is also used in monitoring the status of a customer's order. It even helps in managing Domino's operations.

    Domino's Pizza in the US now receives more than half of its orders online, and half of those come via mobile.

    Clearly, Domino's Pizza has been a company willing to embrace technological change over the past few years.

    Digital transformation has become increasingly important in the way companies interact with their markets, partners, consumers, and suppliers.

    It's becoming a principal driver behind businesses' differentiation and performance, regardless of the sector in which they operate.

    This month's Smart Money Secrets recommendation, is in the business of transforming its clients' businesses with software.

Well, we recommended the stock on Friday. Subscribers, please check your mailbox, if you haven't already.

If you haven't signed up for Smart Money Secrets, you can do so here.

Happy Investing!

Chart of the Day

Talking about our latest recommendation, you might know that one of the pre-requisites is the company passing through our Smart Money ScoreTM.

We developed this tool in-house to evaluate companies that our super investors have bought.

With the Smart Money ScoreTM we can screen out fraudulent companies and find companies with competitive advantages.

When we applied it to our latest recommendation, it passed with flying colors.

Our Latest Recommendation on the Smart Money Score

We look at these eight metrics to evaluate a company.

All eight are rated on the individual scale of ten.

As we can see, our IT stock scores very highly.

We believe, this is one of the strongest reasons why one of our favorite super investors is loading up the stock.

Sarvajeet Bodas
Sarvajeet Bodas
Research Analyst, Smart Money Secrets

PS: Now you can track India's super investors and receive their top stock recommendations. Smart Money Secrets is a premium stock recommendation service based on following the smart money, the very best investors in India. Get access to this exclusive stock recommendation service here.

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1 Responses to "My Latest Smart Money Secrets Recommendation is Live"


Dec 29, 2018

so good

Like (1)
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