Very helpful research .
Posts in category Value Pickr
E2E Networks Ltd – Listed small Cloud computing player (31-12-2023)
Tried comparing E2E Networks with its competitors using google bard. Results are as follwows:
| Provider | Strengths | Weaknesses | Focus | Right to Win |
|---|---|---|---|---|
| E2E Networks Ltd | * Competitive Pricing: 2.5-3x cheaper than Azure for core offerings. * Superior GPU Performance: Some users report better performance. * Agile Customer Support: Responsive and praised by users. * Focus on Indian market: Data centers in India, lower latency and better compliance. | * Limited Service Portfolio: Focuses on core infrastructure. * Smaller Scale and Global Reach: Limited compared to Azure and AWS. * Newer Player: Less established track record. | Core infrastructure services like compute, storage, and backup. | Cost-conscious businesses, niche markets requiring high-performance GPUs, Indian companies prioritizing data residency. |
| Microsoft Azure | * Widest Range of Services: Extensive ecosystem of IaaS, PaaS, SaaS, AI/ML, and more. * Global Reach and Scalability: Large network with high availability and reliability. * Mature Platform: Established player with proven track record. * Continuous Innovation: Microsoft constantly invests in Azure. | * Higher Costs: Generally more expensive than E2E for basic services. * Complexity: Large offerings can be overwhelming for new users. * Learning Curve: Advanced features might require specialized skills. | Broad range of services catering to diverse needs. | Large enterprises, organizations requiring diverse cloud services, businesses needing global reach and high availability. |
| Amazon Web Services (AWS) | * Vast Array of Services: Similar to Azure, caters to diverse needs. * Global Network with Data Centers in India: Ensures high availability and low latency. * Renowned for Security and Reliability. | * Complex Pricing: Intricate and potentially higher than E2E for specific use cases. * Not Beginner-Friendly: Extensive offerings can be overwhelming. * Limited Free Tier: Smaller free tier compared to DigitalOcean. | Broad range of services catering to diverse needs. | Large enterprises, organizations requiring diverse cloud services, businesses prioritizing security and reliability. |
| Google Cloud Platform (GCP) | * Renowned for Scalability and Security: Ideal for large workloads and AI/ML. * Competitive Pricing for Specific Workloads: Can be cheaper than Azure for specific use cases. * Strong Focus on AI/ML and Analytics Tools. | * Not as Beginner-Friendly: Less intuitive interface than DigitalOcean. * Limited Data Centers in India: Potentially higher latency for local users. * Smaller Service Portfolio Compared to Azure and AWS. | IaaS and PaaS offerings with strong focus on AI/ML and analytics tools. | Organizations with heavy AI/ML workloads, businesses requiring high scalability and security, companies looking for specific, cost-effective solutions. |
| DigitalOcean | * Simple and User-Friendly: Ideal for developers and startups. * Competitive Pricing Plans: Predictable costs. * Free Tier: Generous free tier for getting started. | * Limited Service Portfolio: Primarily IaaS focused, lacks advanced offerings. * Data Centers Outside India: Higher latency for local users. * Limited Enterprise Features: May not be suitable for large businesses. | IaaS offerings, primarily virtual machines and storage. | Cost-conscious developers and startups, small businesses with simple cloud needs. |
| Ramco On-Demand Cloud | * Indian-Based Provider: Competitive pricing and focus on local compliance. * Range of IaaS and PaaS Services: Caters to basic needs. * Managed Services and Support: Offers additional assistance. | * Smaller Player: Limited global reach and scalability compared to AWS or Azure. * Limited Service Portfolio: Lacks advanced offerings like AI/ML. * Not as Beginner-Friendly: Interface might be less intuitive than DigitalOcean. | IaaS and basic PaaS offerings. | Indian businesses looking for cost-effective cloud solutions with local compliance, companies requiring basic IaaS and PaaS services. |
| Cloud4C | * Flexible Pricing Models: Caters to diverse budgets and needs. * Hybrid Cloud Solutions: Blends cloud and on-premise infrastructure. * Managed Services and Support: Offers additional assistance. | * Limited Reach and Scalability: Smaller player compared to major providers. * Limited Service Portfolio: Primarily IaaS focused, lacks advanced offerings. * Not as Established: Less proven track record than Azure or AWS. | IaaS offerings, with some basic PaaS and hybrid cloud solutions. | Businesses needing flexible pricing and hybrid cloud solutions, companies with existing on-premise infrastructure. |
| Hewlett Packard Enterprise (HPE) | * Platform Offering HPC Solutions: Caters to high-performance computing needs. * AI-based Supercomputers: Offers advanced computing power. * Strong Legacy and Experience. | |||
| It means there are many Indian Comapnies provding cost effective services. So, migration in value curve is required for E2E Netwroks to succeed. |
ENHANCED SURVEILLANCE MEASURE (ESM): Are you stuck in ESM STAGE II stocks? (31-12-2023)
So bad for existing investors and good for new entries?
Even my stock JWL is stuck in ASM and it is doing a lot of harm. Titagarh on the other hand has rallied 30pc since the time I bought Jupiter.
ENHANCED SURVEILLANCE MEASURE (ESM): Are you stuck in ESM STAGE II stocks? (31-12-2023)
I can’t speak about merit, but I have been able to buy some good stocks because they came in ESM. Like Indotech transformers, Sky gold, Ael
Data Center Value Chain in India: Investment Opportunities (31-12-2023)
Agreed, if they keep showing consistent profit growth of current level, market can award and take the P/E even to 60 levels.
Cantabil India – Betting on Tier 2 and Tier 3 Consumption (31-12-2023)
Opening of new stores as per plan
Investing Basics – Feel free to ask the most basic questions (31-12-2023)
Thank You sir for guiding.
Kothari Petrochem Ltd~ A hidden moated small-cap company? (31-12-2023)
This helps a lot Dhruv, thank you so much. Happy New Year!
Looking forward to one of your IRL talks, I know you were a part of the IAS but wasn’t able to attend 
Mann’s Portfolio (31-12-2023)
This is inter family transfer
Although this is my pick due to lack of fund my dad bought it and than i had to repay to transfer it into my Account and hence the same wasn’t mentioned above before in the thread
My average purchase is 412 ex-Bonus
So the thesis goes below
The LRPC Strand are specialissd PRODUCT only 2-3 companies are into manufacturing of the same
Usha martin being one of them
Margins are very high 18% almost at Operating level
DP Wires doesnt have same kind of margin peofile since they are into trading of the same where PBT Is mere 2%
They have 11.25 crores of Lands where they have inched up Capacity at every corner once their facility is utilized
See last year once they reach 100% at 70k MTPA They inched upto 84k now to 100k
They dont commit the capital upfront
Jitna demand utna woh badhyenge
They have did the same since 2018
I like this kind of capital prudent promoters
Their exceution is more than perfect imo
If i were to look at 5+ years i assume that the whole capacity might help them to remove trading business and focus on self manufactured business
I may be wrong but lets see
Also their plastic product portfolio has geo membrane which is used in swimming pools, also in Nuclear plants to some extent
They have Gov. Approved nuclear power entity as their clients which is great for such small co.
And last but not least Induction twmpered wires termed as shockers which are used in trains they have supplied the same in Mumbai Ahemdabad train project (Source: Client list)
And hence if quality are upto the mark we can expect the good orders considering Vikas in Bharat
Also they are almost fully integrated except for sourcing of raw Iron / steel
So this might give them cost advantage against the local unorganised supplier
This is very rough Idea hope i have put my thesis or picture clearly if not DM Will surely like to hear your views
Disclaimer – Invested and Baised. Not a registered Advisor and hence No Buy sell Recommendation
E2E Networks Ltd – Listed small Cloud computing player (31-12-2023)
Article By Kesava Reddy, Chief Revenue Officer, E2E Networks Ltd.
From Article:
A key building block for GCC-driven manufacturing in India is the country’s rich talent pool in the AI/ML domain. India already produces 16% of global AI talent, placing it among the top three contributors in the world. The country’s technology workforce grew up in an internet/cloud-first world, and its ability to assemble solutions from combinations of legacy, cloud, and SaaS components is world-class.
Furthermore, to help this growth, India-born CSPs and Hyperscalers have rapidly built the Cloud GPU infrastructure and Machine Learning platforms needed for AI innovation. This is a crucial piece, as AI and ML technologies rely heavily on advanced Cloud GPUs and Cloud GPU Clusters, which provide the platform needed for training AI algorithms. GCCs are already leveraging this infrastructure, in addition to the incredible talent pool, in order to drive rapid innovation and build on the promise of Industry 4.0.
It appears with Launch of Tir Platform, they are also migrating up in value chain.
Disclousue: Invested.