Thanks for your observation and inputs. I read your post multiple times to grasp as much as I can from your words
Posts tagged Value Pickr
Simple Investing (05-12-2023)
eMudhra – building seamless digital and paperless experiences (05-12-2023)
Yes they have in the long term. But they have also said they will hit 360 Cr this FY24. Which is a 40% growth. So it is likely that the growth in the next two quarters will be a little lower.
I personally feel the management is being conservative. And I also feel there is a great optional value here – because the day the US PMF is established; it can catapult the companies topline growth significantly.
Phantom Digital Effects Limited (05-12-2023)
this video should be helpful, AI discussion starts at 50 minutes
Phantom Digital Effects Limited (05-12-2023)
I think AI might not be a good news for less technical VFX workforce, but for companies like Phantom and Basilic, it’s actually a tool for them, which can reduce their cost, make them more efficient and productive. These companies are more than just cheap labor intensive arbitrage providers.
Current state of the art can only generate 3-4 seconds of clip but even a decent movie is more than just generation of imagery, which explains the huge disparity in income generated by few filmmakers, where thousands of movies are produced every year.
In my opinion, with strike getting over and production of movies back on track, good numbers should alleviate this AI overhang on these stocks.
Phantom Digital Effects Limited (05-12-2023)
Why phantom u should go for basilic and digikore plz if u can ans than I will help full.
Phantom Digital Effects Limited (05-12-2023)
My two cents as someone who’s pursuing a PhD in AI and has witnessed the hype cycles around various Silicon Valley terminologies for almost 10 years now: You’re much better off asking about any new technology and its potential impact on society and businesses to the researchers who have spent multiple decades on developing that technology, rather than asking and forming opinions on random intellectual takes made available on the web.
For example, Book-to-Movie-LLMs are atleast 5-10 years away at best (if you expect the generated movie to look good enough that the people care to watch it). We can barely generate 2-3 seconds of decent (not particularly good looking) video content based on textual prompts today.
I cannot agree more with the Phantom management that this technology is in its baby stages. I’m not even sure I’d be holding Phantom for 5-10 years; this AI threat is too out in the future.
Disc: Invested and biased (position size: 30% of portfolio). Might sell anytime.
Permanent Magnets – Business under transformation? (05-12-2023)
The smart meter theme is a term that can refer to the trend of deploying smart meters in various sectors, such as electricity, gas, and water, to improve the efficiency, quality, and sustainability of the utility services. Smart meters are electronic devices that can measure and communicate the utility consumption and usage in real-time, and enable the remote control and management of the utility supply. Smart meters can offer various benefits, such as reducing the meter reading and billing costs, preventing the disconnection and reconnection fees, enhancing the customer satisfaction and engagement, and supporting the integration of renewable energy sources and smart grid technologies1.
According to the web search results, the smart meter market size was valued at $21.79 billion in 2020 and is projected to reach $54.34 billion by 2030, growing at a CAGR of 10.10% from 2021 to 20302. The smart meter market is driven by various factors, such as the development of communication network infrastructure, the government initiatives and policies, the high investments in digital electricity infrastructure, and the increasing demand for high-quality and reliable utility services1234.
However, the smart meter market also faces some challenges and risks, such as the impact of the COVID-19 pandemic, the volatility of the raw material prices, the environmental and social concerns, and the competition from other players1234. Therefore, the smart meter market growth may vary depending on the market conditions and the performance of the individual sectors and regions.
To answer your question, the smart meter theme may be able to grow 30% in the next five years, depending on the performance of the electricity, gas, and water sectors, which are influenced by various factors. However, this is not a guarantee, as there are many uncertainties and risks that can affect the growth potential of the smart meter theme. Therefore, one should do their own research and analysis before investing in any smart meter company.
Phantom Digital Effects Limited (05-12-2023)
Good post, thanks. May I ask if you are from the VFX industry? If somebody steeped in the VFX industry answers this question of the AI threat it would be more credible.
Flair Writing Industries Ltd – Large distributor network | Market Leader (05-12-2023)
, the flair industry is a term that can refer to the writing instruments and stationery industry, or the low-cost airline industry. Assuming that you are referring to the former, the flair industry can grow 20% in the next five years, depending on various factors, such as:
- The demand for writing instruments and stationery products, especially in the emerging markets, such as India and China, where the literacy rate, education spending, and disposable income are increasing12.
- The innovation and development of new products and designs, such as the use of biodegradable, recyclable, and smart materials, that can enhance the quality, functionality, and sustainability of the writing instruments and stationery products123.
- The diversification and expansion of the product portfolio and market reach, especially in the niche and untapped segments, such as the premium, digital, and customized products, that can offer new opportunities and value propositions to the customers123.
- The collaboration and partnership with the stakeholders, such as the suppliers, distributors, retailers, and regulators, to deliver the best solutions and services that meet the customer expectations and requirements123.
However, the flair industry also faces some challenges and risks, such as:
- The impact of the COVID-19 pandemic, which has affected the demand and supply of the writing instruments and stationery products, and reduced the revenue and profitability of the flair industry in 2020 and 2021123.
- The competition and pressure from the other players, such as the established brands, the new entrants, and the substitutes, such as the digital devices and platforms, that can reduce the market share and margins of the flair industry123.
- The volatility and uncertainty of the market conditions, such as the economic cycles, interest rates, inflation, political events, and consumer sentiment, which can affect the demand and supply of the writing instruments and stationery products123.
- The ethical and social issues related to the flair industry, such as the environmental impact, the labor standards, the intellectual property rights, and the public perception, which can affect the reputation and credibility of the flair industry123.
Therefore, the flair industry can grow 20% in the next five years, if it can adapt to the changing needs and expectations of the customers and the society, and leverage its strengths and opportunities in the industry. However, this is not a guarantee, as there are many uncertainties and risks that can affect the performance and potential of the flair industry. Therefore, one should do their own research and analysis before investing in any flair industry company.