Mamaearth IPO Review: Hidden Details REVEALED | Should You Invest?
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- Опубликовано: 4 июл 2024
- I’ve been hearing hundreds of opinions about Mamaearth’s IPO; most of them misinformed and misleading!
So, I went through the 400+ pages of Mamaearth’s DRHP and dug out the gospel truth about how the company is actually operating.
And, it’s shockingly different from what we all thought.
So stay put through the video and I promise you that this time, instead of having to grasp random facts, you’ll actually understand the truth.
Hit like & subscribe now because there’s a lot more to come.
Let me know your thoughts in the comments.
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0:00 Intro
01:37 Interesting Stakeholders
04:42 Mamaearth Business Model
09:30 The Secret Formula
15:50 Financial & Industry Prospects
17:40 Issues with Mamaearth
23:08 Mamaearth Valuation
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Key points that I found interesting:
1. Risk factor: ME doesn't manufacture anything themselves. Manufacturing under a non-exclusive contract. No special formulations.
2. Marketing is the key value proposition. "House of Brands" - 40% of revenue goes into marketing. Where will the margin come from?
3. ME claims to be an online D2C brand, but 36% revenue offline. ME is making more profit in offline sales. Pays distributors upto 50% in offline sales, while others like HUL are at 20% or less.
4. Valuation!!!! 24000 crore. While making a profit of less than 15 crore.
And for these reasons, I'm out!
Thanks Shrehith.
Missed a point, probably not mentioned in the DRHP, that Amazon is not charging the same commissions from ME as other sellers on the platform. Any change to the commission structure with Amazon will heavily impact the bottom line.
😎👍
Amazing explainer! 460 odd pages and more simplified within 30 minutes is commendable. Kudos to you and finshots. 🙌🏼
Glad you liked it!
Dude, got to love your passion to tell a story in simplified manner which has lot of technical info in it. loved it. thank you for Finshot and this video.
Thank you for your efforts at Finshot and here
Thank you :)
Powerful study 👌👌
Okay, let's just take a moment to appreciate the production team!
What a brilliant job you guys have done to make this long video interesting! Loved the energy of the cofounder. But from a fellow video creator's viewpoint i'm amazed that how you guys kept a 29 mins long video this engaging. No fancy unnecessary stock videos, green screen and flashes, just pure lighting, framing, cuts and transitions. The videographers - great job with framing and lighting, and editors,, hats off! cuts are so subtle and impactful that you'll never know when you're getting dragged into the video. my whole point is - I totally forgot that I was watching a youtube video on IPO analysis! and that too is 30 mins long!!
I always wondered what happened with Finshots not posting anything on their channel. But it seems like they took their own sweet time to get a solid production crew and start with a boom. I'm definitely gonna show this to future clients if they ask for typical fancy production. One request, please don't transition to this from your newsletters. Yesterday I didn't watch this one because I didn't have time to watch this. Kudos!
Finshots fan here, loved the new RUclips experiment. Hope to see you grow more which you deserve
Gotta love the energy and though it's a long video didn't feel boring a bit. Thanks for taking time, researching and keeping it simple for others.
i'm the one who usually never sits thru a 28-min long news video, but within the first 2 mins i was glued...found it simply amazing, love your style, passion, research and to-the-point insights. keep it up, looking forward to next one!
For a person who never understood finance, finshot was a great way to learn about it. This is a level up! I absolutely love it.
Would prefer a lil shorter video but obviously with your beautiful energy! 💛
Cheers Shrehith, keep em coming 🌼
Second that!
Very useful info but far too long unecessarily - Gist of your arguments could have been completed mucu much earlier.
Thanks Mahita, we'll be using all the feedback for our following videos.
I completely agree with you! Finshots has been a game-changer for me as well in understanding finance. The level up on RUclips is fantastic and I'm so happy to see it.
@@finshotstv I would still recommend long-form videos for folks who like a deeper analysis. Maybe try out 2 versions of the same content - One is in 3-5 mins reels format and another in a long-form format of 30 (which technically is 20 mins when you watch it in 1.5X)
Shrehith did a fantastic job in explaining the situation! The whole 28 minute was really engaging!
Quite shocked i went through the complete video. It was so interesting & full of energy.
The text (email) format had its own advantages, as the reader could read at his/her own pace, research a bit in between.
But many a times, the article/email would have left in between.
The video format, keeps people hooked to listen to the whole analysis.
Kudos to the entire team!
Brilliant video, excellent job enlighting the retail investor and explaining the details in a simplified way and precise way. Keep up the good work Shrehith and Finshot !!
Good to hear Shrehith's monologue again. Always fun to hear you bro :)
Hi Shrehith
Welcome to RUclips!!
The research and presentation was great.
This style of video making reminds me of Jonny Harris! 🙌🙌
What a video. Love that you have Philip Kotler's Marketing Management book on your shelf which you bring to your shelf's right corner in the middle of the video. 😀
Such a great explainer. As a marketing major, I could relate so much to this video. Can't wait to watch your upcoming videos.
The best explanation on Mama Earth IPO saga on the internet,
Yes Mama Earth is a marketing powerhouse, in every tier 3 towns' shops have positioned the MaMa Earth product. Expect from Mamaearth all other cosmetics / consumers beauty products are from the legacy brands like Nivea, Johnson and Johnson etc.
Your explanation is on the point.
All the best to all the Finshot team for this new video series endeavour.
Good start, Shrehith and team Finshots :)
Great bro, giving a crystal clear picture.
Keep continuing with the same passion and transparent information
Good presentation and good research . Just a suggestion,the video is so long considering the content, pls cut it short to below 10 mts so that the repetition can be avoided.
As suggested by them, please watch the video at 1.25x speed. It doesn't feel that long.
@@RebelliousLass exactly my opinion.
It's fully upto the viewer to decide which one is better - shorter or longer segments. It's definitely a fair ask to want shorter content, but I don't think this channel should take that direction. Long form, well-researched content is missing today. Short form surface level content is available in many places. Since the creator does a good job with long form, I'd suggest keep the content long-form.
U can watch in 2x speed
Shorts are very bad. Be patience and listen to last. If you don't please stop and sleep
Nicely done! Presenting both sides of the equation. Most videos are biased from the start, but this is a way better format as we really get to understand the nitty grittier of it. I almost feel like I wear thru the whole document myself. Thank you
Loved the video, gotta give it to you guys for presenting it the way. It did actually go like a story so easy and interesting to follow for someone who's a newbie to the business world. Couple of things a I loved were the delivery for sure the pause etc, the random whipping out of products and items oddly fun to see that! The video obviously could be shorter but nevertheless content had me on the edge of my seat for more. Great job :)
Just a suggestion tho maybe the transition effects could be effect more aligned to the theme it gave thriller movie intro vibes :p
Hi Shrehith, Thanks for making videos and explain it thoroughly,
Exceptionally Done. Same brevity of Finshot with detailed precision of long form format. Please keep them coming
Definitely an eyeopener.Understood many facts about a company and it’s listing process.Thanks to the speaker,zerodha and finshots.
As crisp as Finshots! Great first video guys. Keep it up!
Appreciate sharing information so transparently with balanced view. Amazing energy you have through this long video. Keep sharing more insights.
A great video. Lots and lots of insights and knowledge. Totally loved the energy throughout. Thank you Shrehith and Finshots.
Fantastic summation. Hope the retail investor community doesn’t get damaged yet again.
Nice presentation. Good Research. Please consider to speed X1.5 times the whole video.
Amazing content. You kept me hooked to RUclips for 28 mins on a Saturday morning.
Being new.. you make a good vedio analysis..Shrehith..keep it up👌
Nice one.. you simplified everything for us to understand....
Appreciate your efforts in going through all the documents and providing this valuable information
BTW - A new star is born on RUclips. Welcome Shrehith. 👏👏👏
Fantastic video. Refreshingly true to the objective than driven by clickbait agenda.
Keep it up!
It was charming meeting you Shre. Loved your drama, action and as always - the statements, way you write them down. In this case - Speak it out. And of-course - Deeply researched, hard worked, detailed report. Great job buddy.
Well explained....... Not only in blogs & newsletters but also you rocked in video too....
Keep these kind of well researched & insightful videos coming 💪
Excellently done video... Brilliantly covered every aspect on the subject... But please don't discontinue your newsletters... As I love reading over watching...😊
Please make as many videos as you can. They are really helpful for mba aspirants.
Loved this video! try to explain within 10-15 min as you are doing in Finshots.
Awesome Analysis, Shrehith. Every weekend I read your Finshot, the best news letter or Company analysis ever.
Prefer to read. Please do continue with the newsletter
Extremely informative video. Production quality was great as well. Keep them coming man!
Commendable explanation Shrehith. Loved your energy
Hi Karkera, it's worth watching, and keep moving on...
Honestly speaking
I clicked on the link thinking I'm going to stay for 2 to 3 minutes.
But i watched totally without being bored.
Loved your presentation, your speech skills are absolutely great👏👍.
Keep it up bro! This seems to be your first video and the camera induced anxiety is palpable but this will only get better with time. You can try to trim your videos so that they become crisper so that the user feels engaged and not exasperated after looking at the 29 minute run time.
30 worthy minutes of my day, good job man !
Great video and good research. You missed an important risk. Today Mamaearth has special seller status Amazon whereby they pay very less commission to them, which can be increased anytime. This risk is not mentioned in the DRHP.
DUDEEE !!! DO NOT DECREASE THE TIMING... You explained it soooo good ... Couldn't take my eyes off for a minute
Have loved reading your articles. The articles have always been succinct and explaining things in a simple way. Also a sense of unbiased presentation of facts.
For me the video replicates all the above values except being succinct - please try and reduce the length of the video.
Thanks and all the best.
Regular reader of your finshots.... Amazing research everytime.
Good one Shrehith. I am a follower from Finshots and truly appreciate all you guys are doing for investor community. Very helpful efforts. Looking forward to next one.
This is excellent stuff, Shrehit!!!!
Waiting for more …
Amazing analysis and storytelling Shrehith! :)
This presentation was worth my half hour... I am a CA student doing equity research... And honestly this research is totally worth it.. the best part was finding what are the limitations like what are the problems because in any DHRP any company would be showing what is good. AND ofcourse ur reaction after the valuation of 24000 cr. Keep gng
Great video sir. I have always been a fan of Finshots with how your team simplifies complex concepts in layman's terms. Thanks for this great explanation. I appreciate your enthusiasm in reading the 400-page DRHP. I can never imagine doing that.. I am actually surprised to hear that you have been doing it since 2018. I would really love to see a video from you on how to read and analyse a DRHP, key points to keep in mind while reading them, how to draw a conclusion etc. I look forward to more videos from your page..
Great video Shrehith...👌
I loved the way u explained in simple language... please continue making this kind of stuffs
It's just amazing facts, energy level and the enthusiasm 🔥 such informative content. Kindly make more videos about finance and business related. Thank youuu😊
Good presentation and do more analysis like this!! And it was funny too
Loved this video
This is the type of quality content we want in india
Off line being more profitable is definitely a surprise. Probably shipping costs or extra discounts .....
Loved the video. Long waited for you guys to have video explainers but now it's here and excited to see you guys give Druv Rathi and others a healthy competition.
The video is great! Good info, good research and good presentation!!
Good stuff Shrehith! Been a fan of finshots, and excited about the video foray! watched the video at 1.5x haha :)
It does not look at all that this is your first attempt at this kind of video! A great job done
I was using the mama earth product since fittuber has suggested it.. but they are too expensive.. Dont know whether they are really toxin free or not.. but always wondering just because its organic why should the price be too much.. now everything is clear..!! Thanks man.. great job🤟
Good presentation for retail investors
Very good presentation
Convincing and informative.
Thank you for this new stride.
Your accent your words so apt !! Keep posting kudos to you ❤️
I didn't even realise that its ur very first video analysis . splendid 😊
Really liked it. Great energy and enthusiasm. Please keep uploading
Super analysis wish you all d best. Please keep posting about valuation. We need long analysis with best understandable manner with fun. 👍
Good one Karkera.. 🎉 you crossed the 500 likes .. so looking forward for the next video !!
Impressive attempt given it's your first video!!
I am sure it's only going to get better from here. Wishing you loads of success and luck in the years ahead.
Looking forward to this format of Finshots markets. Good presentation and also you explained it very well as Finshots does it every time! 😁👍🏽
Looking forward for more insightful videos🔥
Good work guys! But newsletter is better
Excited to see you on RUclips! I've been a fan of Finshots podcasts and blogs for a while and can't wait to consume your content in this new format. Keep up the great work! 👏🏻🤩
Would love to see more of these in a shorter form, maybe 10-15mins, that’ll be awesome. This is great too
Hey Finshots!
This video is good.
But I want you to continue writing stories , they serve as a perfect article to start my day!
Absolutely loved the video. Thanks for dumbing it down for the rest of us & making it make sense. Also, hyaluronic 😂🙌🏼
Good effort. Please use visuals like video / PPT slides & you should be in the back ground. Other wise, even an audio pod cast will be sufficient.
Thoroughly researched video and is well presented. Keep up the good work. Some glitches in visuals at random intervals where video editing may have been done,
Very good explanation.. simple explanation.. but lot of points covered ..Keep posting more such contents 🙏🙏
Wow shrehith, very nice video. Keep making videos like this. 🤝
you are very articulate & a superb presentation
Insightful, truly. And such a delight to watch long-form content. Very well done! Looking forward to more.
This was a great video and unlike others didn’t find it long at all. It was really well presented but I hope next time you put sources in the description.
Interesting info. Please keep up the good work. Video format is welcome and lot more elaborate. Look forward to many many more😊
You where my senior at NMAMIT, good to see you after a longtime. I am also regular reader of finshot daily since 2020, also had bought a term-plan from ditto.
Hey Shrehith already 500+ likes waiting for your next video.
Thanks
Great video, would love to see the next ones :) subscribed ;)
A suggestion, try to have a Vidor length of not more than 15 mins.
Great video man. Love the sarcasm. If you could keep the future ones shorter that’d be great.
Absolutely love finshots and this video.. 😍😍.. Great work
There is no doubt that you are a gem of content creation ! The way you explained the facts without any biasness is impeccable ! May be you can experiment with your video a bit more...In my opinion...an infographic presentation along with your video would attract more audience (Just a suggestion!)... Keep up the good work !
- A finshots fan :)
Well researched and well presented, what an wonderful presentation, loved it✅