100 + cr spent on wearables seems way too high. Results are of course nice, but people dont trust that numbers are correct. Lycos rank of Alexa is nothing to write home about and wearables we have newer and nimbler players. Most importantly, if the company is good at digital marketing, then why not increase focus on that and become world beating there (inmobi does not come and discuss wearables and bitcoin?). Finally, in case of any such doubts, we should never buy company unless it makes a new 52 week high. Discussion on bitcoins etc also seems irrelevant to me.
Posts in category Value Pickr
Energy & Transportation disruptions : Impact on Indian companies (26-09-2015)
Of course, disruptive technologies in transportation are too futuristic at this point in time. Whether they will be cost-viable for mass production, performance parameters and many other factors will come into play. As and when that happens an becomes reality, conventional battery manufacturers and lubricant businesses will be out of gear.
8k Miles Software Ltd, Cloud Computing (26-09-2015)
Just describing the business model. For any cloud provider like Amazon, or Google or Microsoft, 8k provides support for migrating small companies existing servers to cloud. Cloud required for redundancy and scalability related reasons. Migration itself involves assessing number of servers, memory space, what kind of database etc.
Post migration, maintaining the server involves watching it continuously, doing software upgrades and patches, debugging for any issues, application development etc for any new functionalities and finally, building tools etc for analytics.
8k does the above. Though actually its quite far fetched to compare 8k with TCS, but note that largest portion of HCL business is IMS and within that, data center management. You can consider 8k as data center manager for businesses on cloud.
I have done quite some work on this company and would be glad to discuss business further (would refrain from any targets as such, especially at this price)
P. I. Industries Ltd. – A Unique Business Model can make it a Great Play on Agri & CSM Space (26-09-2015)
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 ?
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 )