Excellent and timely prescience on Justdial.
Results were excellent as well.
Co seems to have great reach n brand among SME sector allover India. Its moat seems to be network effect and brand. Takeover by RIL is leading to better cordination & cutting of costs in telecom and other costs asw ell
Just dial sitting on 3800 crore reserves . Co has assured good dividend or buyback which may further rerate this zero debt huge FCF company.
Discl- Invested after Stageinvesting headsup hence biased .
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