Excess rainfall = colder days = less sales for VBL? What do you think?
Posts tagged Value Pickr
Varun beverages fast growth duopoly business (18-04-2024)
Excess rainfall = colder days = less sales for VBL? What do you think?
Malkd’s Core Portfolio (18-04-2024)
Hello @Malkd
Since you’ve mentioned HUL, could you share the major reason for choosing HUL.
I had 2 questions on HUL.
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I looked up the best sellers in sunscreen on amaon.in and found most brands to be Honsa Consumer related. I find it surprising that Lakme features on no 22 (Amazon.in Bestsellers: The most popular items in Sunscreen) (may change slightly based on time). How is it that the size and might of Lakme (HUL) has been left behind by very recent entrants.
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I’ve seen a few premium products like St.Iveys at a relative’s house but the label says Unilever. Does HUL gain anything from sale of such premium products on which the label says Unilever. If not, what is the arrangement bewteen Unilever and HUL on this matter.
I realize that my questions are focused on a single segment, and therefore request you to give a short overview of why you like HUL overall.
Thanks for your time. Feels good to have you active on the forum and I look forward to reading your posts!
Malkd’s Core Portfolio (18-04-2024)
Hello @Malkd
Since you’ve mentioned HUL, could you share the major reason for choosing HUL.
I had 2 questions on HUL.
-
I looked up the best sellers in sunscreen on amaon.in and found most brands to be Honsa Consumer related. I find it surprising that Lakme features on no 22 (Amazon.in Bestsellers: The most popular items in Sunscreen) (may change slightly based on time). How is it that the size and might of Lakme (HUL) has been left behind by very recent entrants.
-
I’ve seen a few premium products like St.Iveys at a relative’s house but the label says Unilever. Does HUL gain anything from sale of such premium products on which the label says Unilever. If not, what is the arrangement bewteen Unilever and HUL on this matter.
I realize that my questions are focused on a single segment, and therefore request you to give a short overview of why you like HUL overall.
Thanks for your time. Feels good to have you active on the forum and I look forward to reading your posts!
Som Distilleries and Breweries (18-04-2024)
His linkedin profile and experience
https://www.linkedin.com/in/anand-agrawal-a4058220/
This is a big move and this is how I think about it.
- Som does not do surrogated advertisements, so how do they sell?? They have a very strong distribution network, that is how they sell, I some where read in 2019/2020 concall
- They opened 2 factories in 2018 and 2019 in KA and OR and then in 2020 they hired this guy, their market share was around 3% back then in both states and now around 20%, so they bought in the right guy at right time.
This guy Anand also has a very strong experience and came in at the right time when they are entering new states and planning for a new factory.
Interesting time ahead and this is a big news as per my understanding
Disc - invested
Som Distilleries and Breweries (18-04-2024)
His linkedin profile and experience
https://www.linkedin.com/in/anand-agrawal-a4058220/
This is a big move and this is how I think about it.
- Som does not do surrogated advertisements, so how do they sell?? They have a very strong distribution network, that is how they sell, I some where read in 2019/2020 concall
- They opened 2 factories in 2018 and 2019 in KA and OR and then in 2020 they hired this guy, their market share was around 3% back then in both states and now around 20%, so they bought in the right guy at right time.
This guy Anand also has a very strong experience and came in at the right time when they are entering new states and planning for a new factory.
Interesting time ahead and this is a big news as per my understanding
Disc - invested
Som Distilleries and Breweries (18-04-2024)
(post deleted by author)
Som Distilleries and Breweries (18-04-2024)
(post deleted by author)
Swaraj Engines – Great cash flows! (18-04-2024)
@dd1474 has written in detail about the company, please go through his posts.
Company’s product mix has changed over the years. 10 years ago, engine components used to be more than 3% of the revenue, now almost zero.
Swaraj Engines – Great cash flows! (18-04-2024)
@dd1474 has written in detail about the company, please go through his posts.
Company’s product mix has changed over the years. 10 years ago, engine components used to be more than 3% of the revenue, now almost zero.