Thanks and kudos to @ayushmit, @rohitbalakrish_, @Donald, @Mahesh and @desaidhwanil for sharing MQ, BQ, MQ&A, relevant extensive data points and clear analysis.
For me, the facts that count, though already captured and pretty basic, are below.
+ves:
1. Value migration: MPS is operating in a space where it is facilitating the value migration. Moving to digital and platform based processes.
2. EPS assertive efforts: a) Investments in platforms. b) Efforts towards (more comprehensive portfolio) core vendor selection and success in that. c) Acquisition
3. High Entry Barriers: High Customer confidence and realtionships
4. High dividend Yield
-ves:
– High client concentration is a big (Management even thinks of this as an asset) one for me.
– keyman risk remains as well before we see how Rahul performs.
As we all know MPS has to be seen as a movie 
Disclosure: Invested, roughly 10% of my portfolio.
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