Hello Kapil, here are my 2 cents:
During the last concall, the promoters said that they have been buying the stock and they had data from NSE to support that. Possibly it was the effect of ESOPs diluting the shareholding.
Lower Interest Rates would result in money flowing outside US for better returns. So I think it would be safe to assume that lower interest rates would have a positive impact in the company’s business.
Tracxn has positioned itself somewhere in the middle of the price range in the market. There are a few companies which charge a lot more than Tracxn, and then there are a few smaller players who charge lesser than it. Considering that there is an increasing dependence on AI, I am not really sure if the company has a moat. I would love to know more about this, from learned members in this forum. Also, considering that Pitchbook (Traxcn’s competitor) is owned by Morning Star, I am not really sure if cost effectiveness would even be a moat in this case.
I have nothing to add here. Would love to hear opinions of other members.
(Disc: Not invested)
| Subscribe To Our Free Newsletter |
