Unfair Advantage

Unfair Advantage

Redington India - An under the radar compounder

AK | Unfair Advantage Capital's avatar
AK | Unfair Advantage Capital
Jun 02, 2023
∙ Paid

Summary

Redington is an IT hardware distributor with operations across India, Middle East, Turkey and Africa. It has very low debt, grown FCF at 20% p.a for last 10 years and is currently trading at 6.5% FCF yield. They distribute laptops, PCs, mobiles, networking, datacenter hardware and tablets from all major brands (Samsung, Apple, Lenovo etc.) to bot…

User's avatar

Continue reading this post for free, courtesy of AK | Unfair Advantage Capital.

Or purchase a paid subscription.
© 2026 AK · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture