A Growing CX Vendor Trading at 6x EBITDA — TDCX is a new economy BPO company that is a proxy to the broader growth of the ASEAN internet economy. It is growing revenues ~20% annually, cash flow generative with ~30% EBITDA margins and currently trades at ~6x fwd EBITDA multiple. It is a leading new economy focused outsourced CX…

Amazon Through Jeff Bezos’ Shareholder Letters — Amazon was founded in July 1994 and listed on the Nasdaq on May 1997. Since its IPO, Jeff Bezos has written 23 shareholder letters (1997 to 2019), communicating his thoughts and vision of Amazon to shareholders. There are a lot to learn for both investors and business leaders through these…

Amazon Through Jeff Bezos’ Shareholder Letters — Amazon was founded in July 1994 and listed on the Nasdaq on May 1997. Since its IPO, Jeff Bezos has written 23 shareholder letters (1997 to 2019), communicating his thoughts and vision of Amazon to shareholders. There are a lot to learn for both investors and business leaders through these…