Good job. Would be great if you can extend this knowledge in analyzing businesses that operate solely this business. I understand that currently SBI Cards is the only listed card business (and there's a lot of hype, which may/may not materialize), but a more detailed analysis of how advantageous (economic moat) this business is can help investors make informed decisions.
Thanks Sanjay that you liked our post. We'll definitely try to uncover the detailed economic nuances involved in standalone business of cards and post it in a separate article soon.
With more than 15 cards from 10 different bank (sounds crazy, I accept) the article was quite a good read.
Wish u the best.
Informative....
Good job. Would be great if you can extend this knowledge in analyzing businesses that operate solely this business. I understand that currently SBI Cards is the only listed card business (and there's a lot of hype, which may/may not materialize), but a more detailed analysis of how advantageous (economic moat) this business is can help investors make informed decisions.
Thanks Sanjay that you liked our post. We'll definitely try to uncover the detailed economic nuances involved in standalone business of cards and post it in a separate article soon.
Insightful!
Thanks Parag!