thanks for the perspective.
As investors, we rather have the Driver locked down for a certain period of time - a classic demonstration of the alignment in the IT sector - a sector where EBIDTA margins rarely go beyond 5% here is Ajit who believes we can get 8% margins - additionally he has been able to attract sellers willing to sell - to him. I agree this deal leaves a bit of after taste - but lesson learnt and course corrected, hopefully.
Disc: Invested
Subscribe To Our Free Newsletter |