Management tone/confidence in concalls:
Was listening to concalls of Kfintech, Affle and Iris. The one thing that stood out was the extreme confidence of the management(s). Without going into too much detail all of them were very confident of growth, very bullish on Indian market, even more so on international markets, and not too worried about competition. Holy quadrafecta?
My question/feeling: All three are software companies that deal with international clients and hence their leaders have a good command of English. Which made it sound amazing and rosy.
For reference listened to Astral’s recent call. It was optimistic but the “performance” was nowhere near what I felt from Affle/Kfin/Iris. Especially Affle.
Maybe its the accent, or maybe its the quality of the audio(very clear for affle/kfin), I don’t know, but I am sold on Kfintech and Affle.
Perhaps reading the transcript is a better way to assess tone of management. Any thoughts are welcome.
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