ValuePickr Forum

VP Productivity 2.0: Emerging Moat Deep-Dive Template - Processors

When will well-meaning folks learn to …read through the entire thread…check other interactions before them, and do the needful. Do we really need to respond to every newcomer and spend 5 mins penning and repeating the same stuff?

Going to get stricter here. It is in your interest to be attentive, and respectful of others time, before jumping up - which we like a lot - that enthusiasm. But josh ke saath hosh kaha hai?!!!

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@Donald Sir. Just read the thread. I would be also be very much interested in participating and contributing.

Please count me in.

Regards,
Shivan

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Hi! I would like to contribute towards this exercise. I read through the thread and I could perceive two actions

  1. Update Profile to explain experience
  2. Participate in the “Mental Models for Emerging Moats” thread

I have done both. I am a newbie in investments but super keen to learn. Thanks for also sharing the template and letting us know the “trick” on Screener for other company valuations.

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Hello Everyone,

I did go through the thread and @Donald Sir, I am really thankful for the template that you have provided. The biggest problem for a novice investor is to deal with the noise and without an investment framework, no one can excel. Of course I am interested in this exercise and I understand the “hard work required” that you have been mentioning between the lines. Looking forward on how to optimally use this thread.

Regards,
Saurabh

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Hi Kim.
VP is honoured to welcome someone of your calibre. I am sure the Community will be richer with contributions from you in future - especially in areas of your expertise such as Pharma. Look forward.

Yes, participation in Mental Models exercise for emerging moats will be enriching for any serious learner - to quickly get exposed to the most important attributes - what significantly can move the needle.

Let me energise a few folks to add more meat and show the way forward. Actually there were a couple of very good posts in the Market meltdown thread (from @deevee and @Worldlywiseinvestors ) - and lost there - on key attributes that move the needle the most. They belong in Mental Models thread more :slight_smile:

Will do the needful and shift these posts to the Mental Models thread.
Thanks you again Kim for your participation. I am energised, today!

PS: At some point - if you go on to become a prolific contributor at VP, we will have to establish identity. Right now, this profile update (if true) rocks! There are no brownie points to be had anyway for embellishing profiles.

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I hope the check was sufficient to verify my profile = )

Hi @Donald, have seen many people posting on Axtel industries and Bharat Rasayan? Can we post on a company of our own choice or is the company being decided by the veterans?

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Most welcome.
As I have mentioned before, we want more folks to adopt this kind of templated 360 degree deep-dive work. Anyone is free to upload his/her work on a stock of his/her choice and seek feedback, get others to critique in-depth.

The more valued contributors like you take this up in earnest, the more encouraged will newbies be to adopt this as the way forward.

Anyone and everyone - most welcome to upload your own stock idea in this template. It doesn’t have to be be ONLY from the Stock-Story thread list; though everyone should consider that as a prioritised list - we might keep getting bargains. Only if we do solid 2nd order work like this that the template forces on us, will we have the confidence to allocate more, if the favourites get cheaper.

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Maybe a better introduction Mr D

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Please find my deep dive notes for IndiaMART.
I have put further questions in “red” in the pdf.

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Hi Donald,

Been a silent follower of you and seniors here over last few years. Quite excited at chance of working with one of you guys. Have updated my profile. If that seems interesting, please count me in for your next analysis.

Regards,
Akash

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Please find my deep dive document for KRBL.

KRBL_Deep Dive_Template_Amit Rupani_20April2020.docx (364.4 KB)

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Hey I am a noob, sorry if I am asking the wrong question here, eventually I will get it right :slight_smile:

Do we create a separate thread for individual deep dives?

I have few things to discuss on them!

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To start a deep dive thread, the least pre-requisite is you have to do the deep dive yourself first, to the best of your abilities.

If you have done that certainly one can start a thread. But since you are new to the game a good idea would be to post your deep dive work here in this thread. Even a TopContributor like Amit Rupani has done that, as you can see. That’s so that others can have a look and help improve on the effort - that is (should be) the sole intent of every new post at VP - how can I improve on my effort - please show me the way - but show your sincere work first is the ore-requisite.

If you are only raising a few questions, those are better addressed in the individual stock thread. Hope this helps.

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To answer your question regarding

Further work => Get on the ground feedback from SMEs on the product. If they are not using the product,
find out why they are not using it and what is the product lacking.

I posed at product manager and talked to the suppliers, they are happy with the IndiaMart UI as a whole, his only grievance was the quality of customers, that mostly people come to just enquire prices & few to spread their own agenda as in the typical anti indian, hindu-muslim agenda.

What is causing this problem and what the solution to me according is
1.) There is no block feature to prevent users from sending messages
2.) Prices are not mentioned as in Amazon-Flipkart, so mostly buyers have to connect to chat or call to get a quote

Solution
1.) WhatsApp type block feature in chat
2.) This is what worries me the most, as it discourages both buyers and suppliers & also adds an overload to the suppliers for they waste meaningful times connecting to window shoppers. This may be a main factor in causing supplier churn.

I am willing to do more ground research, I would be needing a list of compiled questions to ask the suppliers

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Hi @Donald, I know I am bit late here but anyways better late than never. I don’t know how I missed this thread and some other threads where I would have loved to contribute. Anyways if it is still possible, please count me in and allow me to contribute and more importantly improve my knowledge in the process.

Just to give you a quick background, I am software Engineer with 10 years of experience, thus IT sector is my circle of competence. My investing journey is bit short though. My portfolio includes Info Edge, Dmart, PI industries, Asian Paints, Intense Technologies, SBI Life, ICICI Lombard, TCS…To name a few.

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Hi Donald,

I’m looking to transcribe any of the upcoming deep dives. Do count me in.

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Hello sir,
Request you to count me in for the upcoming deep dives.
I guarantee my full commitment, caveat being that I’m very new to this :slight_smile:

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Dear Donald and folks,
May I please be counted as a volunteer, for this process too? I’m not too new, not too old to researching companies and would love to contribute as much as I can. I am a data scientist by profession.
Thanks,
Kumar

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Ok, let me pick a company and deep dive into its guts, I’ll post one here soon. Thanks !

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