Nice article, can you throw some light on competitive landscape and JCIL’s product positioning relative to their competitors?
Posts tagged Value Pickr
Sunflag Iron & Steel (15-10-2023)
Interesting reading!
Disc: Invested
Red Tape Ltd. – The next fashion giant? (15-10-2023)
The only differentiating factor here is that discounts in these brands are usually offered on old stock, New arrivals rarely have any discounts, unlike Redtape. But I am very sure these brands make most of their sales when products are discounted. Aspirational value plays a huge role in premium fashion brands like Nike, Adidas, Skechers, etc… you can’t compare Redtape to such brands.
Red Tape Ltd. – The next fashion giant? (15-10-2023)
We can do a simple exercise. Browse any ecom website for any good brand shoes , say Adidas, Nike, Reebok, Sketchers, you name it. See how many of their items are being sold at discount to listing price vs how many are being sold at quoted price. We will get the answer on how market is structures. My observation is, almost all brands are selling at huge discount vs listing price. I guess, numeracy is high among Indians, compared to, say Europeans/Americans. So even with all this jugglery on listing price and myriad discount %ages we are still able to figure the relative cost vs perceived quality of the product. IMHO we shouldn’t try to read much on it.
Rudra portfolio (15-10-2023)
Thanks for sharing, can you list those themes as I could not understand clearly from this video
Red Tape Ltd. – The next fashion giant? (15-10-2023)
This is the same in physical stores as well
Pragnesh’s portfolio (15-10-2023)
Hi @Pragnesh, any suggestions on fresh positions with a sizeable amount?
The harsh portfolio! (15-10-2023)
Hi @harsh.beria93, regarding Aptus Value Housing Finance, any change of views regarding their modus operandi? I have recent invested with a sizeable amount, and hence the question.
Red Tape Ltd. – The next fashion giant? (15-10-2023)
Stores have discounts too!
We Indians love discounts and I believe the segment of the society that red tape is targeting has a thing for discounts and negotiations don’t know why but there is always a sense of satisfaction after there is a price reduction but there is one drawback to this, overtime building an image of a discount brand which people will start mocking saying MRP toh naam ka hai asli daam toh ye hai.
Priyank’s Portfolio (15-10-2023)
Hi @Malolan_R, I am quite open to criticism so feel free to add.
Can you please elaborate on your understanding of my approach?
“good” here is relative so I will not comment on it. But, I do not think I have ever said that large caps do not give returns. I try to avoid stocks that are being chased/covered by every analyst as the chances of valuation re-rating are often low. This is higher for large caps as compared to small/mid caps.
Secondly, large caps are all about providing stability to the portfolio by protecting the downside.
My thought has always been – “If I have to protect the downside, I would rather hold it through a fund that doesn’t have large drawdowns while beating the large-cap index”
Once in a while, a large cap may offer good risk-to-reward, at which time, I do evaluate the opportunity.
Ex: Invested in TATA motors / L&T