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25 minutes ago, Bird Bird Bird said:

 

Shark Tank ka kamaal. :rofl:

But they have balls. Selling rebranded maal and asking this valuations .

i watched one ep of shark tank where one guy says (one of the sharks) that B2C is dying. Stopped watching it any further 

17 minutes ago, KunjanPSD said:

Crude oil > $90. Might not bite us till the time elections are over but it eventually will.

 

As soon as UP is done.

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Just now, rushaboswal said:

But they have balls. Selling rebranded maal and asking this valuations .

i watched one ep of shark tank where one guy says (one of the sharks) that B2C is dying. Stopped watching it any further 

As soon as UP is done.

 

I've got some free Boat stuff from the company. They are the shittiest audio products I've ever used, worse than many ChiFi stuff. 

I've no idea how it sells so much. How much marketing do you need to trump such piss poor quality ?

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Just now, Bird Bird Bird said:

 

I've got some free Boat stuff from the company. They are the shittiest audio products I've ever used, worse than many ChiFi stuff. 

I've no idea how it sells so much. How much marketing do you need to trump such piss poor quality ?

I haven't used their stuff but I have heard that some of their products like Rockerz 510, provide a good bang for the buck.

Obviously people like us who are accustomed to high end products can't relate.

And I just hate how company dishes such useless things out, just add another 500-1000 in the paycheck, lol.

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13 minutes ago, Bird Bird Bird said:

 

I've got some free Boat stuff from the company. They are the shittiest audio products I've ever used, worse than many ChiFi stuff. 

I've no idea how it sells so much. How much marketing do you need to trump such piss poor quality ?

What is the cheapest earbuds you would advice, amongst the truly wireless ones.

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25 minutes ago, Bird Bird Bird said:

 

I've got some free Boat stuff from the company. They are the shittiest audio products I've ever used, worse than many ChiFi stuff. 

I've no idea how it sells so much. How much marketing do you need to trump such piss poor quality ?

ChiFi shouldn't be compared to boat imo. ChiFi stuff is generally very good quality. Goes toe to toe with the renowned brands. Boat is complete crap. 

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42 minutes ago, Bird Bird Bird said:

 

I've got some free Boat stuff from the company. They are the shittiest audio products I've ever used, worse than many ChiFi stuff. 

I've no idea how it sells so much. How much marketing do you need to trump such piss poor quality ?

There are some good quality products from there, but rebranded. also sooooooo many options out there and the industry has no barries for entry. most of the sell from amazon and flipkart . Tommorow if amazon starts selling amazon basics they are screwed. also not marketing but paid / fake reviews is how it works.

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28 minutes ago, blitzkreiig said:

What is the cheapest earbuds you would advice, amongst the truly wireless ones.

 

Depends on your use case.

 

Jabra Elite series is relatively cheap and decent.  I've heard many good reviews about it from real users. And the call quality is apparently good too. 

I found them a bit treble heavy, but I think (?) the app has equilizer controls. 

 

For excellent music, you can't go wrong with WF1000XM4 or Momentum TWS2. 

 

I haven't heard the more expensive ones, but head over to Headphonezone. There are many ChiFi which are excellent. Have heard good things about Lypertek, Edifier among others. 

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7 minutes ago, rushaboswal said:

There are some good quality products from there, but rebranded. also sooooooo many options out there and the industry has no barries for entry. most of the sell from amazon and flipkart . Tommorow if amazon starts selling amazon basics they are screwed. also not marketing but paid / fake reviews is how it works.

 

Paid/fake reviews and influencers would also count as marketing, right ? 

I mean, the company is doing 500cr+ worth of sales every year.

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Boat can easily go down like Micromax did a few years back.

 

Apart from being known and commanding some brand value in the 500-5000 INR. space they don't have any real moat. Even with the amount of units they are selling their profit margins are quite thin. If they increase their price to increase margins then they lose market share because there's no loyalty in that price band. 

 

I believe the IPO is an OFS too, not too hot on that either. Staying away from IPOs till JPow makes up his mind, may be able to pick these companies up on listing for cheaper if you actually have conviction in them.

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24 minutes ago, El Tigre Chino said:

Boat can easily go down like Micromax did a few years back.

 

Apart from being known and commanding some brand value in the 500-5000 INR. space they don't have any real moat. Even with the amount of units they are selling their profit margins are quite thin. If they increase their price to increase margins then they lose market share because there's no loyalty in that price band. 

 

I believe the IPO is an OFS too, not too hot on that either. Staying away from IPOs till JPow makes up his mind, may be able to pick these companies up on listing for cheaper if you actually have conviction in them.

 

Yeah. I'm not too sure about Boat's IPO as well. No moat. 

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38 minutes ago, Bird Bird Bird said:

 

Paid/fake reviews and influencers would also count as marketing, right ? 

I mean, the company is doing 500cr+ worth of sales every year.

Yes right. 

28 minutes ago, El Tigre Chino said:

Boat can easily go down like Micromax did a few years back.

 

Apart from being known and commanding some brand value in the 500-5000 INR. space they don't have any real moat. Even with the amount of units they are selling their profit margins are quite thin. If they increase their price to increase margins then they lose market share because there's no loyalty in that price band. 

 

I believe the IPO is an OFS too, not too hot on that either. Staying away from IPOs till JPow makes up his mind, may be able to pick these companies up on listing for cheaper if you actually have conviction in them.

The brand value they have can also be easily destroyed. 

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5 minutes ago, LordSpymaster said:

Thoughts on Nykaa and ICICI Bank at current levels?

ICICI: Yes. Doubled my initial holding with fresh purchase between 785-794.

 

Nykaa: Won't pay a penny above 550

Edited by KunjanPSD
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1 hour ago, LordSpymaster said:

Thoughts on Nykaa and ICICI Bank at current levels?

Slowly adding to my position on Nykaa. Their entry into fashion retail is what I'm unsure about but bullish on their dominance in makeup & wellness retail space.

 

Overall bearish in general till March though. I like the company but may get it at a better price in a month just by its association with the other tech players getting a beating, viz. Zomato & Paytm.

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11 minutes ago, El Tigre Chino said:

Slowly adding to my position on Nykaa. Their entry into fashion retail is what I'm unsure about but bullish on their dominance in makeup & wellness retail space.

 

Overall bearish in general till March though. I like the company but may get it at a better price in a month just by its association with the other tech players getting a beating, viz. Zomato & Paytm.

Even at 550/share that will be 10x Sales. Global competitors are trading around 1-2x and even global e-commerce doesn't go north of 3x.

Opportunity size and TAM are there but these valuations are not sustainable especially with current margins. The growth needed to achieve that is practically impossible.

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18 minutes ago, KunjanPSD said:

Even at 550/share that will be 10x Sales. Global competitors are trading around 1-2x and even global e-commerce doesn't go north of 3x.

Opportunity size and TAM are there but these valuations are not sustainable especially with current margins. The growth needed to achieve that is practically impossible.

Global competitors don't enjoy a similar monopoly though. Same with general retail e-comm players.

 

Nykaa has a nice monopoly niche in a very fragmented beauty & wellness space in India. Global competitors are unable to get a foothold due to their pricing strategies + product portfolio fit for Indian markets.

 

IMO Oriflame & Amway are it's real competitors here but with the recent crackdown on MLMs that opens up the space for expansion.

 

I'm averaging down at this point. Looking forward to their earnings post IPO.

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https://tradingqna.com/t/everything-you-need-to-know-about-restrictions-on-new-investments-in-international-mutual-funds-and-etfs/126326

 

Regular SIPs will be migrated to AMC SIPs.

Add in your SIPs today or before 2PM tomorrow but I am sure post march, $7B limit will be revised and new inflows will be allowed.

Edited by KunjanPSD
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3 hours ago, KunjanPSD said:

https://tradingqna.com/t/everything-you-need-to-know-about-restrictions-on-new-investments-in-international-mutual-funds-and-etfs/126326

 

Regular SIPs will be migrated to AMC SIPs.

Add in your SIPs today or before 2PM tomorrow but I am sure post march, $7B limit will be revised and new inflows will be allowed.

 

I tried doing some lumpsum investmeny yesterday through Kuvera. Money got deducted but it showed pending -_-

 

I hope it gets sorted before 2pm tomorrow. Else - it will all be waste.

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