Posts in category Value Pickr
Piramal Enterprises Ltd (06-09-2022)
I just checked in zerodha not yet credited
Portfolio discussion (06-09-2022)
@Akarshan please update your current portfolio…are you still holding Laurus Labs…
Piramal Enterprises Ltd (06-09-2022)
Already credited in demat, you may please check your demat for security ID: INE0DK501011
Piramal Enterprises Ltd (06-09-2022)
Already credited in demat, you may please check your demat for security ID: INE0DK501011
Affordable Robotic & Automation Ltd – Niche business (06-09-2022)
Pleasure!!!
I too am interested in the warehouse automation piece, also got attracted due to Vijay Kedia making an investment frankly…I like his SMILE framework…however, in the last concall, the mgmt seemed gung-ho about 10/15 min delivery business and were claiming that their WH solution is suitable in that scenario too. I did not think high of that business model (10 and 15 min delivery). Its like forcibly telling customers you need it, just because we came up with it (and burned piles of cash). BB guys early on were skeptical of it right from start, and now the cos that came up with it are also withdrawing from it.
Anyhow, I hope their WH solution is attractive enough for e-comm players, if its clicks, we’d chuckle
Affordable Robotic & Automation Ltd – Niche business (06-09-2022)
Pleasure!!!
I too am interested in the warehouse automation piece, also got attracted due to Vijay Kedia making an investment frankly…I like his SMILE framework…however, in the last concall, the mgmt seemed gung-ho about 10/15 min delivery business and were claiming that their WH solution is suitable in that scenario too. I did not think high of that business model (10 and 15 min delivery). Its like forcibly telling customers you need it, just because we came up with it (and burned piles of cash). BB guys early on were skeptical of it right from start, and now the cos that came up with it are also withdrawing from it.
Anyhow, I hope their WH solution is attractive enough for e-comm players, if its clicks, we’d chuckle
IDFC First Bank Limited (06-09-2022)
It has to do with a time in 2000-2009
When he was at the head of ICICI retail and there are some crisis and loans went bad.
He then joined Icici prudential, then moved to Future Capital. This too is a fun story how they met on a flight, and it was love at first sight.
Piramal Enterprises Ltd (06-09-2022)
When we will receive piramal pharma shares… please advise