I like this CRISIL a lot.
- Excellent Moat
- Great ROA
- Great ROE
Hoping the price to go down. I will keep this on my watch list. Please read the excellent analysis from Parag Fincials: Click below
http://www.ppfas.com/pdf-docs/research/research-reports/2009/credit-rating-industry-jan-ppfas.pdf
Our investment argument for the key players in this industry is easily explained through this math.
Influential Positioning
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Excellent Business Economics
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Entry Barriers
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Growth Opportunities
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Cheap Valuations
Thursday, April 30, 2009
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