You have answered one question I had…
Who is Delhivery’s competition… It’s the established ecom guys. But that is not a problem right away, the market is big and untapped.

About, last mile delivery, I think those capabilities are best handled by local guys with EVs, like Zypp electric. But, mid mile and b2b is still open. However, there are plenty of incumbent players, with years of experience and efficiency. Competition from unorganised players.

I don’t buy Sahils talk about being a unique payment gateway. There isn’t anything about it. Fairly, simple, every player is doing it, big or small.

What I dislike is, this business doesn’t have pricing power. Price has to be lowered to increase vol, even at this early stage.

For now, I am gonna pass on this one.

Great to see you on call too. This was a fantastic call and glad to see the management taking interest in shareholder awareness. The greenfield and brownfield expansion is the next growth trigger. One key takeaway was the fact that the big companies with global standards as clients will take Modison to a global level. I have a question for management. What about the status of EV charging Infra that the company had announced a few quarters back.

I don’t know what you are on about, I have attached my chart again but only removed fibs so you don’t accuse me changing it.
I use future’s because I don’t care so much about accuracy here
You have been wrong as well on calling the top on fine chemicals. It’s not perfect science. If you’ve made millions with 15 years of practice and helping it’s appreciated but there is no need to carry a chip on your shoulder

I was in Bristol so saw your messages but didn’t reply. I’m out of this thread, hopefully others will benefit from your “studies and contributions”

Yes , please contact Admin , else they may take unnecessary step

@amishra

Value investing is a term often misused to suit a view point. A stock or an index may not be a value buy even if it has corrected 30-50% from its all time high. Because in the first place, the stock or index might be highly overvalued at peak and might not have achieved even fair value (let alone value buying zone) after correcting 30-35%… For someone convinced about the story and wanting to buy, SIP might be the way to go as the buying will continue on its way down and cost averaging can continue.

But even in these situations, we do not know how long the downmove is going to continue. We have to remain solvent by the time correction completes.

You might make some money by these kind of antics, but wealth creation is a serious business and one needs to learn investing properly and implement these learnings with discipline.