Coverage
Variant View covers 10 Indian IT companies across two tiers.
Large-cap
TCS, Infosys, HCL Technologies, Wipro, Tech Mahindra, LTIMindtree
Mid-cap
Persistent Systems, Coforge, Mphasis, Oracle Financial Services (OFSS)
Large-caps are where variant views are scarce but valuable. Mid-caps are where sell-side coverage is thinnest and where most of this publication's work lives.
Mid-cap
Persistent Systems, Coforge, Mphasis, Oracle Financial Services (OFSS)
Large-caps are where variant views are scarce but valuable. Mid-caps are where sell-side coverage is thinnest and where most of this publication's work lives.
Every thesis follows the same four part structure:
1. The Street's view
1. The Street's view
2. The Variant view
3. The evidence
4.The risks