One Unique Monopoly Maps Business|High Growth or overvalued?📍👌
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- Опубліковано 6 лип 2024
- One Unique Monopoly Maps Business|High Growth or overvalued?📍👌
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“A good business is like a strong castle with a deep moat around it. I want sharks in the moat. I want it untouchable.”
- Warren Buffett
Greetings from SOIC!
Dear Investors, the use of technology in our daily life is increasing, this statement can be changed to the use of technology is unimaginable in our lives. Whenever we are about to venture out of our house the first thing we check is our mobile phone. Our phone contains our money, contacts, documents and much more. We are dependent upon our mobiles for getting the directions, traffic updates and location of nearby petrol pumps, restaurants, chemists and our other destinations.
Today we analyse A Unique Monopoly business called C. E. Info Systems Ltd. commonly known as MapMyIndia. We will take a look at its unique proposition, business segments, growth plans, competitive advantages, P2P Analysis, Valuations and Thesis-Antithesis pointers.
Businesses with Supply Side Dominance and Uniqueness automatically filter in SOIC Framework. Enjoy the video and post feedback in the comment section.
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00:00 Introduction: Monopoly Businesses
04:21 Is it a Good Business?
09:53 Use Cases of Maps
15:06 Business Segments
20:19 P2P & Valuations
28:55 Thesis & Antithesis
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Business analysis - CE Info Systems Ltd.
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SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
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Hi Ishmohit. I became a tribe member 2 days ago and am currently on Level 1 of the course. Honestly, my mind is blown away after seeing the content that you are providing to the members at such an affordable price. Initially I thought 1 year validity of the course would be enough to wrap it up, but after skimming through the content I think I will have to buck up :D. I have no words to express my gratitude to you for making such a comprehensive course. I genuinely hope I am able to grasp and implement the most out of it. Kudos.
PS: This is not a paid review. I genuinely mean what I have written above.
Even free content on UA-cam is of so much value, paid course will have amazing content
@@saurabhgoel4241 yes bro. The advantage of buying the course is that there is everything in sequence and a lot more examples and other stuff.
True that! I am a tribe member myself. And I can confirm the price you pay is nothing compared to the value you get.
Which language it will be ...for tribe member videos
Not a paid review are u sure
Hi Ishmohit, Another happy learning Sunday with SOIC!❤️❤️
Loved the valuation sheet which you introduced in this video!! Please make the same valuation analysis in every video!❤️❤️❤️
Thank you for choosing SOIC as your investing study pal. We're thrilled to be a part of your journey and excited to provide you with valuable insights. Wishing you joyful learning and successful investments! 😊🎉
I am parting my way with risk/antithesis of the analysis. Thanks for making video per polls.
I was reading a thread referring to Dec ‘21 when IPO was scheduled for listing on Chittorgarh and someone wrote that it will get a tough competition from GMaps so that people should exit their position.
Prices touched their IPO issue price a while back.
Every Sunday i get to learn something new from you and eagerly search the very first video on YT of SOIC new releases.
Thanks Ishmohit.
Loved the way of valuing the company.. lots of respect for you Sir, no other person doing this kind of transparency of company detail and valuing a company in different scenarios..
We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟
Sir,, your study style and interpretation for common people is complete unique.........I salute to you..
I like the analysis, please continue like this. Looking at qualifications of promoters and future scope I am in favour of thesis but would go with realistic projections i. e 30 %
Valuation analysis in this excel sheet is superb, if you keep it up in your upcoming video, I think it will be so much unique. Again a lot of thanks for teaching us in this manner.
Valuation analysis is amazing please carry on this every video 🙏🏻🙏🏻👍🏻🙌🏻
There is a slight error in PAT Cagr Calculation in the video. Have corrected it in the sheet, valuation calculation is right. In Pat cagr numbers by mistake took sales to calculate
We regret the error and apologise for it. Here is the sheet:-
docs.google.com/spreadsheets/d/1HBfj4p-BhxTWSMLdPcvSwo9TQ-b8N_yiMtIe4egLUXw/edit#gid=0
I haven't seen anyone of this type of strictly professional detail analysis of business or sector .SOIC is doing wonderful work for beginners. The way you analysis is very different then others .
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
Also i have XUV500 and we installed a hardware device for ig 10k or more but its very useful, as it tells where the car is and also tells a recording of past rides. Not just that but also how many times i pressed the accelerator hard, hard braking and Hard overtakings. We can see that properly on a map. My father used it to track me whenever i took the car, so he knew my speed and every detail.
I can also turn my car off whenever i want and it will turn back on when i want. But this service is good but quite expensive as its based on monthly charges.
Yes paaji please include valuation part and reverse DCF in every video,the information is just mind blowing.Thank you paaji👏
Fantastic business analysis explained in very simple way. Also, the valuation analysis was also very good and show how we can do such insightful way to analyse the busiensses.
It seems you worked really very hard for this video.. You are blessing to retail investors.. I suggest all should get this course as well
We want to express our sincere gratitude for your ongoing support. Your trust in us means everything, and we're committed to enriching your investing journey. Keep growing and learning with SOIC! 😃🤗
Hi Paaji, Satshri Kal ji. Loved the video. Very informative, indepedent and unbiased video. Creates curiosity, but for now, seems better to have a tracking position to me.
Amazing content...my understanding is the business will remain B2B and not go towards B2C...so that thesis will never playout
You are the Warren Buffett of the Indian stock market ❤...when I saw your video every time I learned something new... Really loved the valuation sheet...please add valuation sheet in future video as well
You have done a good job in explaining the business model. Keep up the good work
I loved the valuation sheet please make this for the other companies as well sir thank you so much!
We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝
I loved the valuation sheet. Mention this in your future videos also. SOIC👍
Loved the valuation sheet! Please Continue such Analysis in upcoming Videos.
Superbly covered ! I personaly believe it is extemely expensive with too many assumptions. Personally invested in Datamatics which is trading a lot cheaper within Tech space.
शानदार प्रस्तुति । धन्यवाद ।।
With Drones, Auto Mobility on the rise the thesis pointers are now dominating the anti thesis ones. However any regulatory change from GOVT in the future is the most important risk here. In personal level i feel i can certainly exchange my IRCTC holding with Map My India.
Awesome. Loved the way you analyzed this business. Thank you.
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
Ishmohit, you are doing a great slefless job. I don't my have time to devote to stock analysis so I am not able to go through your content. I purchased a course from you and learnt some valuable lessons but couldn't complete it.
Once I get some bandwith, would surely takea few more purchases and learn from you.
Thanks a lot!
Thanks for this video...I was waiting for map my india analysis for a long time.... Pls make a video on route mobile also....
Loved the video and the valuation section was really useful. Thanks for detailed analysis.
😃🤗
@soic 6:45 Google maps have b2c as well as b2b offerings.
Thanks for demonstrating future earnings calculations. Please make it as a common part of video in future.
That's was superb ..........thank u fro free knowledge
We're happy being a useful resource for learner's like you. We hope to continue adding value to your investing journey. 🤞😃
A VERY indepth crispy clear eloborate analysis
We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝
One limitation is that it doesn't have a network effect that Google has. I have been using Google maps to bookmark places of interest like restaurants, tourist spots, trail points. I also look up the reviews of various businesses on Google maps. Google gets a lot of crowdsourced data, which is incentivised through the Local guides program. I don't foresee myself adding all those places and their reviews on Map My India.
Another limitation is that it is limited to India. They should also try to go global sooner or later, which can help them monetise their IP globally.
Thanks for posting this wonderful video. I bought this stock last month at at a discount of 20 percent. Surprised to see the stock shooting like this. I was having a five year time frame with good anticipation of growth to double by 2016-17.
Any stock i can buy as of now ?
@@Junaid_x01 You can look for Mtar Technologies for a 3 to 4 years duration in a systematic way.
Thanks for sharing this analysis with retailers God bless you ❤
We're truly grateful for your continued support. It's a privilege to contribute to your investing journey and help you along the way. Keep discovering and learning with SOIC - the best is yet to come! 😄📚
Thanks for sharing such informative research report and explaining in simple format for layman investors.
Really good work and keep doing on various sectors like semiconductor industry related to proxy companies listed in India.
Love the analysis., kindly keep on adding such simple sheets in analysis
You are spending so much of time to share your knowledge is appreciated...
We want to express our sincere gratitude for your ongoing support. Your trust in us means everything, and we're committed to enriching your investing journey. Keep growing and learning with SOIC! 😃🤗
Excellent Video with lots of valuable information and learning, THANKYOU SOIC
We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝
Awesome way to Explain Sir , Really Loved it.
We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝
Love the valuation comparison & details fundamental ❤️🙏
We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝
ਚੜ੍ਹਦੀ ਕਲਾ kiddo. We can only thank you so much.
We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟
Loved the valuation analysis ❤
Superb analysis. Can you please analyze Focus Lighting and Fixtures. Seems to have MOAT and is in a similar growth trajectory like MapmyIndia
wow just loved the valuation sheet sir.
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
Was reading the concal recently, the topline growth is at 40%, ebitda at 37% but PAT is growing slowly at ~25%. Also they are expanding in less margin segment so ain't that a big gap?
❤ valuation analysis
Excellent video! Your video increases my conviction in mapmyindia. The use cases are plenty
Superb analysis and adding value. Hats off.
Your continued support fills us with gratitude. We're overjoyed to contribute to your investing journey and empower you with knowledge. Here's to your ongoing success with SOIC - cheers! 😃
Thank you SOIC..
😃🌟
Boss! You have become a monopoly expert. No body makes video on monopoly better than you. I impatiently wait for your monopoly stock analysis.
We want to extend our heartfelt thanks for your unwavering support. It brings us immense joy to know that we're adding value to your investing journey. Keep exploring and growing with SOIC! 😊🌈
Good analysis. Thanks for sharing your efforts
value analysis was very good.
Hell Yes ISMOHIT SIR. It's great analysis. Thank you so much
Excellent content Ishmohit. Thanks a lot 😊
Another great analysis Ishmohit and Team SOIC. I have been following this company since listing. You have covered everything important. Great work, keep it up.🙏
I personally need more clarity on their reinvestment runway of cash generated in the long run.
Great :)
Hell yes Ishmohit...was waiting for this video for long...!!
😃🙏
Love the session paaji ❤
We're happy being a useful resource for learner's like you. We hope to continue adding value to your investing journey. 🤞😃
I was actually sad today, but seeing that SOIC dropped this video, made me smile 😃
Stop buttering
@@jishnu18 oh, I was honest actually.
Well done. I am a total novice and go strictly by studying your videos
Great Analysis
Very honest.
❤
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Pls make a guided video on valuation sheet for beginners
Excellent analysis. 💐
Brilliant work Ishmohit!
Great quality analysis like always from SOIC ❤🙏 Loved it:)
Glad you enjoyed!
Loved the valuation analysis
We're happy being a useful resource for learner's like you. We hope to continue adding value to your investing journey. 🤞😃
You are too good in explanation 👏 👌
Great leader for us, thank you sirji
We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝
My two cents :
1. Valuations already sky high
2. Growth in revenues but does not percolate to the same extent on to the PAT and subsequent EPS
3. Margins more or less in peak territory
Hence a good company but may not turn out to be a great investment
Big thanks 🙏👍
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
aap ka samjhane ka tarika bahut achha hai.
We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜
Thank you for sharing 🙏
Please do a analysis of Data patterns. Fundamentally great defence stock. With very high net profit margin. Great revenue and profit growth. Please look into it.
Good analysis. What about uber and ola? Guess they use google maps. Do they undercut in pricing as compared to google or there is some unique feature which google doesnt have?
Hi Ishmohit ji .today I leaned about this new listed company and the analysis by you is simply Supreb . In simple terms we can understand much .thank you we are learning new things each Sunday by you ❤
We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝
@@SOICfinance ❤
Very good analysis.Thanks a lot.
Most welcome!
Loved the Valuation analysis
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
good valuation analysis
Plz do analysis of RIL
Once again superb analysis... I think thesis point is overcome to antithesis point... I will track this stock.thank you..
Thank you for choosing SOIC as your investing study pal. We're thrilled to be a part of your journey and excited to provide you with valuable insights. Wishing you joyful learning and successful investments! 😊🎉
Really excited
Great analysis brother,hats off you❤
It's a pleasure to be a part of your investing journey, and we're dedicated to providing you with valuable resources. Enjoy the learning experience with SOIC! 😃📈
Make videos on Sula vineyard and Mrs Bectors food.Thank you.
Finally you made a video on mmi being bullish since the fall..and recommending everyone..even downloaded the app they have
Hi Ishmohit, Can you please do one video on upward averaging?(In terms of Technical Indicators) Thanks!
more information is always yes thank u
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
Hell yesss.. But, one question.. recently ola is coming up with own mapping system and planning to offer other b2b players.. will it be a major tread bhai ? Thanks in advance.. nice content..
Amazing analysis Ishmohit🎉
I love it and love you bro 😍
Great valuation points
We're happy to know that our content adds value to your investing journey.😃 Thank you for watching our videos. 🤝
Superb analysis
very help full bhai thanks
We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝
Great analysis ❤. Pls take up sula for next analysis
Sir my biggest coach ❤ in my life sir huge respect for you sir 💞💞🙏
It warms our hearts to have your ongoing support. We're honoured to be a part of your investing journey and are committed to providing you with valuable content. Happy learning and happy investing with SOIC! 😃🌟
Please Include Valuation sheets like thisss
we want it Hell YESS
We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜
Nice way of analysis...keep analysis such type company
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞
Very timely video❤
🤝😃
Pls make analysis on archean chemicals
Pranam sir 🙏
😃🙏
Honest analysis.