HarishPK's Discussions - Simply Wall St

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HarishPK

Member since 2026

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EVER·7 days agoEverQuote and an Asymmetric Investment Opportunity

Having said that, network effects, cost efficiencies having established itself in the last 10 years , and a smidge of brand come to mind as possible moat factors

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EVER·8 days agoEverQuote and an Asymmetric Investment Opportunity

Good question- short answer, nothing. Couple of tailwinds, lack of debt means they are not leveraged and comparison sites like these are good businesses at the moment for AI agents so in the near term would be able to maintain their margins but eventually they will face margin pressure which has been factored into the future cashflows in the form of diminishing ROIC

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ZTS·11 days agoDecision Making Under Ambiguity – A Case Study on Expectations Investing

Feedback welcome

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EVER·20 days agoEverQuote and an Asymmetric Investment Opportunity

Feedback welcome!

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LULU·2 months agoQuantifying the Transition: Why Lululemon’s Moat Remains Intact

Difficult isn’t it? Valuation experts like Aswath Damodaran suggest 12 to 18 months for value and price to converge

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DOX·3 months agoWhy Amdocs is a high conviction Buy for me?

Feedback welcome!!

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