India Internet (Part 3) - Stock Deep-dive
Stock Deep-dive to play India's Internet growth story
Hello,
In the last few days, in Parts 1 and 2 of this report, I shared with you a detailed overview of India’s Internet landscape - including the structural changes that are driving the growth, who the key players are and how I am looking at the overall investment opportunity in this space.
If you missed the first 2 parts of this series, you can read them here:
Part 2 - India’s Internet industry: Complete overview (Available for paid subscribers)
I believe that India’s internet industry is still at a relatively early stage of growth. At the same time, with an ~800M user base, it is also one of the fastest growing Internet sectors among most major economies.
There are investment opportunities in this space now which are available to global investors (i.e. even if one cannot directly invest in India’s stock market) but are still not fully understood or appreciated by broader market.
In this Part 3 of the report, we will talk about one such stock. I have tracked this stock for over 4 years now. I also added this name to my portfolio recently and believe it has potential to be a multi-bagger.
Let’s get started.