Excellent summary Hitesh. Thanks very much!
I was searching for concall transcripts however couldn't find on company's website and researchbyte. Do you know any other source ?
Posts in category Value Pickr
P. I. Industries Ltd. – A Unique Business Model can make it a Great Play on Agri & CSM Space (26-09-2015)
Lycos internet – way to digitalization (26-09-2015)
Hi,
Could you please share the answers pertaining to the business model in this group?
Regards.
Indian terrain—play on consumption (26-09-2015)
Indian Terrain has quite a few single stores...there are many in Delhi, including one in Connaught Place.
Energy & Transportation disruptions : Impact on Indian companies (26-09-2015)
Thanks Raj for the youtube link...here's Elon Musk's launch video of Tesla Powerwall (for those who haven't seen this)
Energy & Transportation disruptions : Impact on Indian companies (26-09-2015)
You can watch him on youtube
Hitesh portfolio (26-09-2015)
I am not sure if looking at the balance sheet will help. BS always tells you the past. Better look at what can happen in future with respect to the pipeline and current approval.
You can look at some of the research reports to build your own view on the same.
Energy & Transportation disruptions : Impact on Indian companies (26-09-2015)
Please refer to this document which talks on "Clean disruption of Energy & Transportation", which predicts all conventional energy and transportation will be obsolete by 2030.
Based on the disruptions predicted, was wondering if one were to think really long term as value investors (say 10-15 yrs or more from now), what kind of existing businesses will be impacted and what kind of new businesses will emerge.
Few things to think about :
- "Electric Vehicles will have 100x fewer moving parts than today's gas based ones", which will put some of the auto-ancillary companies out of business
- Which conventional energy companies will be most impacted by Solar power disruption ?
- What will happen to the existing battery manufacturing companies ? Can Tesla Battery throw them all out ?
- With new business models like "Car-as-a-service", they may be far fewer cars bought in future and how would that impact all car manufacturers ?
- With self-driving cars, what kind of technology companies will emerge as the leaders ?
Thought this would be a interesting thread to discuss/debate on what business will survive and which ones will lead these disruptions in India.
Document link Courtesy: Anil Kumar Tulsiram's tweet ( @Anil_Tulsiram )
Kitex Garments another Page industries? (26-09-2015)
It is always prudent to take entry into quality stocks at right valuation...if the growth from new brand launch is successful and margin expansion continues....I believe it is bound to get good returns at CMP given overall macro remains good
Disclosure: Invested and the views may be biased
Caplin Point Laboratories (26-09-2015)
HI Arjun
I could not have written this better. Very well put.
iStreet Networks – Flipkart kind of business (26-09-2015)
From AR, with revenues less than a crore for 2014-15 and loss making, wondering why would the promoter take ~25 lakhs as salary (~25% of revenues as salary !!). This doesn't speak highly of promoters.