Sahil's Portfolio

[sahil_vi]

have posted my views in route thread already, dont have much to add. It is slightly commoditized services company trading at high valuations.

Route Mobile - Internet, Mobile & Telecom

My understanding of route’s business summarized in a few points: Route of today: looking backward (TTM revenue) route definitely has elements of being a commoditized service. Opportunity size: There is a huge opportunity for creating value added services. The sector itself is growing at 30%. To take the moat analogy forward, imagine if two castles are present in 2 geographically different locations separated by 1000s of KMs. Then, is there really a need for a moat? There certainly is some p…