One Unique Monopoly Maps Business|High Growth or overvalued?📍👌

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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.
﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎
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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Пікірлер: 395

@dhananjaymalhotra7854 Жыл бұрын

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.

@saurabhgoel4241 11 ай бұрын

Even free content on KZfaq is of so much value, paid course will have amazing content

@dhananjaymalhotra7854 11 ай бұрын

@@saurabhgoel4241 yes bro. The advantage of buying the course is that there is everything in sequence and a lot more examples and other stuff.

@ni.haarika 11 ай бұрын

True that! I am a tribe member myself. And I can confirm the price you pay is nothing compared to the value you get.

@lovebeats1724 11 ай бұрын

Which language it will be ...for tribe member videos

@sachintomar3535 10 ай бұрын

Not a paid review are u sure

@shreyashshirbhate1308 Жыл бұрын

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!❤️❤️❤️

@SOICfinance Жыл бұрын

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! 😊🎉

@SOICfinance Жыл бұрын

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

@vinayakkale6347 Жыл бұрын

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.

@gyanojidalvi1106 11 ай бұрын

Sir,, your study style and interpretation for common people is complete unique.........I salute to you..

@rajivsharma9412 Жыл бұрын

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 %

@soumikchanda9409 11 ай бұрын

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.

@krushnabhosale6552 Жыл бұрын

Valuation analysis is amazing please carry on this every video 🙏🏻🙏🏻👍🏻🙌🏻

@TheMohitBhatnagar Жыл бұрын

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.

@saurabhgoel4241 Жыл бұрын

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..

@SOICfinance Жыл бұрын

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. 😊🌟

@RajeshKumar-ze4pf Жыл бұрын

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

@chitreshmody6217 11 ай бұрын

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.

@keepGoing612 11 ай бұрын

Yes paaji please include valuation part and reverse DCF in every video,the information is just mind blowing.Thank you paaji👏

@user-ne5bw9bq6w Жыл бұрын

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.

@pratikdedhia9196 Жыл бұрын

Amazing content...my understanding is the business will remain B2B and not go towards B2C...so that thesis will never playout

@mehul725 2 ай бұрын

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 .

@SOICfinance 2 ай бұрын

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

@Arjun.Trivedi Жыл бұрын

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

@SOICfinance Жыл бұрын

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! 😃🤗

@Bhonduraja209 Жыл бұрын

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.

@user-kx8nt4qr9x 11 ай бұрын

You have done a good job in explaining the business model. Keep up the good work

@deepeshsao1008 Жыл бұрын

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.

@Kirnotsarg 11 ай бұрын

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.

@abhaychaturvedi650 11 ай бұрын

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!

@rishivinod6428 Жыл бұрын

I loved the valuation sheet please make this for the other companies as well sir thank you so much!

@SOICfinance Жыл бұрын

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. 🤝

@mayurnanajkar2681 Жыл бұрын

I loved the valuation sheet. Mention this in your future videos also. SOIC👍

@151shubhamkadam7 11 ай бұрын

Loved the valuation sheet! Please Continue such Analysis in upcoming Videos.

@ankitagrawal402 Жыл бұрын

Loved the video and the valuation section was really useful. Thanks for detailed analysis.

@SOICfinance Жыл бұрын

😃🤗

@agarwalnamkeens Жыл бұрын

शानदार प्रस्तुति । धन्यवाद ।।

@ashwithrocks1482 11 ай бұрын

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.

@harshalshah9072 Жыл бұрын

You are spending so much of time to share your knowledge is appreciated...

@SOICfinance Жыл бұрын

@piyushchikshe7314 Жыл бұрын

Thanks for this video...I was waiting for map my india analysis for a long time.... Pls make a video on route mobile also....

@jagadeeshnda 11 ай бұрын

Thanks for demonstrating future earnings calculations. Please make it as a common part of video in future.

@RainmakerGaming_112 Жыл бұрын

I was actually sad today, but seeing that SOIC dropped this video, made me smile 😃

@jishnu18 Жыл бұрын

Stop buttering

@RainmakerGaming_112 Жыл бұрын

@@jishnu18 oh, I was honest actually.

@jokesblacksun Жыл бұрын

@soic 6:45 Google maps have b2c as well as b2b offerings.

@chandihac 11 ай бұрын

Well done. I am a total novice and go strictly by studying your videos

@tej3927 11 ай бұрын

Love the analysis., kindly keep on adding such simple sheets in analysis

@rajivvatsraj7640 Жыл бұрын

A VERY indepth crispy clear eloborate analysis

@SOICfinance Жыл бұрын

We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝

@ayushsaraogi Жыл бұрын

In fleet management , what's your view on wheels eye mkt share vs map my india.

@ppn1554 Жыл бұрын

Superb analysis. Can you please analyze Focus Lighting and Fixtures. Seems to have MOAT and is in a similar growth trajectory like MapmyIndia

@pramatheshshrivastav3030 Жыл бұрын

Awesome. Loved the way you analyzed this business. Thank you.

@SOICfinance Жыл бұрын

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

@rishikr1448 Жыл бұрын

Excellent Video with lots of valuable information and learning, THANKYOU SOIC

@SOICfinance Жыл бұрын

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. 🤝

@basudevbagaria3407 Жыл бұрын

Thanks for sharing this analysis with retailers God bless you ❤

@SOICfinance Жыл бұрын

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! 😄📚

@HarshitMeharwal 11 ай бұрын

Loved the valuation analysis ❤

@stalera 11 ай бұрын

Good analysis. Thanks for sharing your efforts

@vivekkairi8601 Жыл бұрын

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?

@GoutamDas-fx4zl Жыл бұрын

Awesome way to Explain Sir , Really Loved it.

@SOICfinance Жыл бұрын

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. 🤝

@kankipativenkataraju3009 Жыл бұрын

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.

@Junaid_x01 Жыл бұрын

Any stock i can buy as of now ?

@kankipativenkataraju3009 Жыл бұрын

@@Junaid_x01 You can look for Mtar Technologies for a 3 to 4 years duration in a systematic way.

@PatRocks2284 11 ай бұрын

Excellent content Ishmohit. Thanks a lot 😊

@karthikkrishnaswami3164 Жыл бұрын

Excellent video! Your video increases my conviction in mapmyindia. The use cases are plenty

@z2zugzwang 11 ай бұрын

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.

@SOICfinance 11 ай бұрын

Great :)

@utsavpatel5406 Жыл бұрын

That's was superb ..........thank u fro free knowledge

@SOICfinance Жыл бұрын

We're happy being a useful resource for learner's like you. We hope to continue adding value to your investing journey. 🤞😃

@koshyjoseph2605 Жыл бұрын

Superb analysis and adding value. Hats off.

@SOICfinance Жыл бұрын

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! 😃

@saumitra372 Жыл бұрын

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

@prasanthpathiyil 10 ай бұрын

Excellent analysis. 💐

@x_man007 Жыл бұрын

Love the valuation comparison & details fundamental ❤️🙏

@SOICfinance Жыл бұрын

We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

@gurpreetrege 11 ай бұрын

Brilliant work Ishmohit!

@DeepakBisht2631 Жыл бұрын

Finally you made a video on mmi being bullish since the fall..and recommending everyone..even downloaded the app they have

@Omprakash-ol9rx Жыл бұрын

Hell Yes ISMOHIT SIR. It's great analysis. Thank you so much

@aniljanghale4381 Жыл бұрын

wow just loved the valuation sheet sir.

@SOICfinance Жыл бұрын

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

@venkatasureshjetteboyina3495 Жыл бұрын

Thank you SOIC..

@SOICfinance Жыл бұрын

😃🌟

@focus15624 Жыл бұрын

Boss! You have become a monopoly expert. No body makes video on monopoly better than you. I impatiently wait for your monopoly stock analysis.

@SOICfinance Жыл бұрын

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! 😊🌈

@munishdrchauhan Жыл бұрын

Great Analysis Very honest. ❤

@SOICfinance Жыл бұрын

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. 🤝

@raghavagrawal9861 Жыл бұрын

Hell yes Ishmohit...was waiting for this video for long...!!

@SOICfinance Жыл бұрын

😃🙏

@rajivrajput007 11 ай бұрын

value analysis was very good.

@guruprasadkrao7988 11 ай бұрын

You are too good in explanation 👏 👌

@MinorityDoc Жыл бұрын

ਚੜ੍ਹਦੀ ਕਲਾ kiddo. We can only thank you so much.

@SOICfinance Жыл бұрын

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. 😊🌟

@thenamanchandak Жыл бұрын

Great quality analysis like always from SOIC ❤🙏 Loved it:)

@SOICfinance Жыл бұрын

Glad you enjoyed!

@srigiriraj9334 Жыл бұрын

Hi , what happens if B2C player forays into B2B ? Mappls will still have the same moat ?

@jayshah3690 Жыл бұрын

Pls make a guided video on valuation sheet for beginners

@kartiknune1331 Жыл бұрын

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.

@GauravSingh-ey2hs Жыл бұрын

stock will rise in bull run until nasdaq slows down ; brilliant analysis 🧐 😊

@eshannashine1761 3 ай бұрын

❤ valuation analysis

@anujshrivastava1016 11 ай бұрын

I love it and love you bro 😍

@ramannanaik4702 Күн бұрын

Kind enough thankyou

@Djrahul1000 Жыл бұрын

Thank you for sharing 🙏

@bollywoodandaz5582 Жыл бұрын

aap ka samjhane ka tarika bahut achha hai.

@SOICfinance Жыл бұрын

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. 🤜

@pradeepkamath3818 Жыл бұрын

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 ❤

@SOICfinance Жыл бұрын

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. 🤝

@pradeepkamath3818 11 ай бұрын

@@SOICfinance ❤

@jazz-blr Жыл бұрын

Loved the valuation analysis

@SOICfinance Жыл бұрын

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

@sominathasegaonkar767 Жыл бұрын

Great leader for us, thank you sirji

@SOICfinance Жыл бұрын

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. 🤝

@nishantagarwal1325 Жыл бұрын

Sir my biggest coach ❤ in my life sir huge respect for you sir 💞💞🙏

@SOICfinance Жыл бұрын

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! 😃🌟

@nishu20501 11 ай бұрын

Amazing analysis Ishmohit🎉

@SoniaSyal01 Жыл бұрын

Hello Ishmohit, can't see the valuation sheet in the description. Could you please share. Thanks

@shashanksoni2024 Жыл бұрын

How do you find all these data about company... What it deals with who are it customer all that

@gopeshagrawal8392 Жыл бұрын

with more ev buzz I think this could pan out to be great business ... and maybe Tesla coming to India, if it comes maybe they might get another big player under there hat 🤞

@nitinkittur2332 Жыл бұрын

Big thanks 🙏👍

@SOICfinance Жыл бұрын

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

@parthbhatt1226 Жыл бұрын

Please Include Valuation sheets like thisss we want it Hell YESS

@SOICfinance Жыл бұрын

@uttamdey4896 Жыл бұрын

MY DEAR ISMOHITJI JAISE APNE EQUITAS SFB KE BARE MEIN BATAYA THA USI PRAKARSE AAP KOI NAYS SMALL VALUE SHARE KI INFO SHARE KARE SO THAT IT WILL BE BETTER FOR PERSON LIKE ME TO UNDERSTAND AND INVEST.THANKS.

@shreyashshirbhate1308 11 ай бұрын

Hi Ishmohit, Can you please do one video on upward averaging?(In terms of Technical Indicators) Thanks!

@SoniaSyal01 Жыл бұрын

Can't see the sheet. pls share the link

@mehulshah7853 Жыл бұрын

Once again superb analysis... I think thesis point is overcome to antithesis point... I will track this stock.thank you..

@SOICfinance Жыл бұрын

@hussainmodiwala Жыл бұрын

Great analysis ❤. Pls take up sula for next analysis

@rajeshkahar7669 11 ай бұрын

Superb analysis

@amitsharda8198 Жыл бұрын

Really excited

@vasuvashisht1083 Жыл бұрын

Loved the Valuation analysis

@SOICfinance Жыл бұрын

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

@SivanandaSubudhi Жыл бұрын

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?

@srinivasremo7956 Жыл бұрын

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..

@sumansarkar4820 Жыл бұрын

Great analysis brother,hats off you❤

@SOICfinance Жыл бұрын

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! 😃📈