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
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