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

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  • Опубликовано: 25 янв 2025

Комментарии • 390

  • @dhananjaymalhotra7854
    @dhananjaymalhotra7854 Год назад +25

    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
      @saurabhgoel4241 Год назад

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

    • @dhananjaymalhotra7854
      @dhananjaymalhotra7854 Год назад

      @@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
      @ni.haarika Год назад

      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
      @lovebeats1724 Год назад

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

    • @sachintomar3535
      @sachintomar3535 Год назад

      Not a paid review are u sure

  • @shreyashshirbhate1308
    @shreyashshirbhate1308 Год назад +102

    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
      @SOICfinance  Год назад +1

      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! 😊🎉

  • @jokesblacksun
    @jokesblacksun Год назад +2

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

  • @saurabhgoel4241
    @saurabhgoel4241 Год назад +6

    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
      @SOICfinance  Год назад

      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. 😊🌟

  • @soumikchanda9409
    @soumikchanda9409 Год назад +3

    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.

  • @gyanojidalvi1106
    @gyanojidalvi1106 Год назад +1

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

  • @vinayakkale6347
    @vinayakkale6347 Год назад +3

    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.

  • @chitreshmody6217
    @chitreshmody6217 Год назад +2

    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.

  • @mehul725
    @mehul725 8 месяцев назад

    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
      @SOICfinance  8 месяцев назад

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

  • @Arjun.Trivedi
    @Arjun.Trivedi Год назад +5

    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
      @SOICfinance  Год назад +1

      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! 😃🤗

  • @RajeshKumar-ze4pf
    @RajeshKumar-ze4pf Год назад +2

    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

  • @Mohitbhatnagar0
    @Mohitbhatnagar0 Год назад +2

    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.

  • @yaqooty2k
    @yaqooty2k 2 месяца назад

    Another use for maps is terrain data (which is supposed to be extremely accurate right down to trees, buildings, elevations, etc.) to simulate radio network performance before setting up an optimised network of say Airtel or Vodafone idea etc.

  • @SOICfinance
    @SOICfinance  Год назад +4

    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

  • @abhaychaturvedi650
    @abhaychaturvedi650 Год назад

    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!

  • @Kirnotsarg
    @Kirnotsarg Год назад +2

    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.

  • @focus15624
    @focus15624 Год назад +2

    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
      @SOICfinance  Год назад +1

      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! 😊🌈

  • @pratikdedhia9196
    @pratikdedhia9196 Год назад +6

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

  • @chandihac
    @chandihac Год назад

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

  • @LakshmiR-i1i
    @LakshmiR-i1i Год назад

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

  • @keepGoing612
    @keepGoing612 Год назад

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

  • @krushnabhosale6552
    @krushnabhosale6552 Год назад +4

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

  • @nishu20501
    @nishu20501 Год назад

    Amazing analysis Ishmohit🎉

  • @vivekkairi8601
    @vivekkairi8601 Год назад +6

    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?

  • @gurpreetrege
    @gurpreetrege Год назад

    Brilliant work Ishmohit!

  • @kankipativenkataraju3009
    @kankipativenkataraju3009 Год назад +1

    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
      @Junaid_x01 Год назад

      Any stock i can buy as of now ?

    • @kankipativenkataraju3009
      @kankipativenkataraju3009 Год назад

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

  • @jagadeeshnda
    @jagadeeshnda Год назад

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

  • @rajivsharma9412
    @rajivsharma9412 Год назад +5

    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 %

  • @anujshrivastava1016
    @anujshrivastava1016 Год назад +1

    I love it and love you bro 😍

  • @mayurnanajkar2681
    @mayurnanajkar2681 Год назад +1

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

  • @151shubhamkadam7
    @151shubhamkadam7 Год назад

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

  • @GauravSingh-ey2hs
    @GauravSingh-ey2hs Год назад +1

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

  • @srigiriraj9334
    @srigiriraj9334 Год назад +2

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

  • @Bhonduraja209
    @Bhonduraja209 Год назад +14

    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.

  • @rishivinod6428
    @rishivinod6428 Год назад +3

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

    • @SOICfinance
      @SOICfinance  Год назад

      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. 🤝

  • @ShashiPrakash-n8h
    @ShashiPrakash-n8h Год назад +1

    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.

  • @rishikr1448
    @rishikr1448 Год назад

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

    • @SOICfinance
      @SOICfinance  Год назад +1

      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. 🤝

  • @prasanthpathiyil
    @prasanthpathiyil Год назад

    Excellent analysis. 💐

  • @pramatheshshrivastav3030
    @pramatheshshrivastav3030 Год назад

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

    • @SOICfinance
      @SOICfinance  Год назад +1

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

  • @ArchitVasani
    @ArchitVasani 9 месяцев назад

    Please make a video on data center business in India

  • @SivanandaSubudhi
    @SivanandaSubudhi Год назад +2

    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?

  • @RainmakerGaming_112
    @RainmakerGaming_112 Год назад +4

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

  • @guruprasadkrao7988
    @guruprasadkrao7988 Год назад

    You are too good in explanation 👏 👌

  • @karthikkrishnaswami3164
    @karthikkrishnaswami3164 Год назад

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

  • @deepeshsao1008
    @deepeshsao1008 Год назад +1

    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.

  • @PatRocks2284
    @PatRocks2284 Год назад

    Excellent content Ishmohit. Thanks a lot 😊

  • @DeepakBisht2631
    @DeepakBisht2631 Год назад +1

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

  • @ashwithrocks1482
    @ashwithrocks1482 Год назад

    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.

  • @agarwalnamkeens
    @agarwalnamkeens Год назад

    शानदार प्रस्तुति । धन्यवाद ।।

  • @MinorityDoc
    @MinorityDoc Год назад

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

    • @SOICfinance
      @SOICfinance  Год назад

      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. 😊🌟

  • @tej3927
    @tej3927 Год назад

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

  • @utsavpatel5406
    @utsavpatel5406 Год назад +1

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

    • @SOICfinance
      @SOICfinance  Год назад

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

  • @eshannashine1761
    @eshannashine1761 10 месяцев назад

    ❤ valuation analysis

  • @stalera
    @stalera Год назад

    Good analysis. Thanks for sharing your efforts

  • @akirubakar
    @akirubakar Год назад

    Hi.. Is there any video about Cams

  • @SoniaSyal01
    @SoniaSyal01 Год назад +1

    Can't see the sheet. pls share the link

  • @drprasannasuru
    @drprasannasuru Год назад +1

    Plz do analysis of RIL

  • @ayushsaraogi
    @ayushsaraogi Год назад +1

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

  • @AashishAgrawal23
    @AashishAgrawal23 Год назад

    Hi Investors.. Good one to start any investment videos..😊

  • @z2zugzwang
    @z2zugzwang Год назад

    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.

  • @shreyashshirbhate1308
    @shreyashshirbhate1308 Год назад

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

  • @HarshitMeharwal
    @HarshitMeharwal Год назад

    Loved the valuation analysis ❤

  • @shashanksoni2024
    @shashanksoni2024 Год назад

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

  • @raviprakashmaurya444
    @raviprakashmaurya444 Год назад +1

    Love the session paaji ❤

    • @SOICfinance
      @SOICfinance  Год назад

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

  • @rishabhmalik4154
    @rishabhmalik4154 Год назад

    Loved the valuation analysis

    • @SOICfinance
      @SOICfinance  Год назад

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

  • @SaifAli-nt5sh
    @SaifAli-nt5sh Год назад

    missed geo-spatial IP
    i think it could be a game changer especially if drone adoption increases

  • @uttamdey4896
    @uttamdey4896 Год назад

    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.

  • @rajivrajput007
    @rajivrajput007 Год назад

    value analysis was very good.

  • @x_man007
    @x_man007 Год назад

    Love the valuation comparison & details fundamental ❤️🙏

    • @SOICfinance
      @SOICfinance  Год назад +1

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

  • @basudevbagaria3407
    @basudevbagaria3407 Год назад

    Thanks for sharing this analysis with retailers God bless you ❤

    • @SOICfinance
      @SOICfinance  Год назад

      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! 😄📚

  • @harshalshah9072
    @harshalshah9072 Год назад +1

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

    • @SOICfinance
      @SOICfinance  Год назад

      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! 😃🤗

  • @ankitagrawal402
    @ankitagrawal402 Год назад

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

  • @aniljanghale4381
    @aniljanghale4381 Год назад +1

    wow just loved the valuation sheet sir.

    • @SOICfinance
      @SOICfinance  Год назад

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

  • @jayshah3690
    @jayshah3690 Год назад

    Pls make a guided video on valuation sheet for beginners

  • @pradeepkamath3818
    @pradeepkamath3818 Год назад

    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
      @SOICfinance  Год назад +1

      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
      @pradeepkamath3818 Год назад

      @@SOICfinance ❤

  • @shobhitagarwal5862
    @shobhitagarwal5862 Год назад

    Hi @ishmohit but why automobile uses mapmyindia while Apple carplay and android carplay is there

  • @malaymondal1558
    @malaymondal1558 Год назад

    Make videos on Sula vineyard and Mrs Bectors food.Thank you.

  • @rajivvatsraj7640
    @rajivvatsraj7640 Год назад

    A VERY indepth crispy clear eloborate analysis

    • @SOICfinance
      @SOICfinance  Год назад

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

  • @kartiknune1331
    @kartiknune1331 Год назад +1

    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.

  • @riteshmahashabde
    @riteshmahashabde Год назад

    Why Ola and Uber or Rapido not MMI customers??

  • @piyushchikshe7314
    @piyushchikshe7314 Год назад

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

  • @saumitra372
    @saumitra372 Год назад +7

    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

  • @mrahul28
    @mrahul28 Год назад

    Please make video on AMC business.

  • @koshyjoseph2605
    @koshyjoseph2605 Год назад

    Superb analysis and adding value. Hats off.

    • @SOICfinance
      @SOICfinance  Год назад

      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! 😃

  • @SC-qk2hc
    @SC-qk2hc Год назад +22

    Shivalik Bimetals is the most underated monopoly in India

    • @surinderkumar956
      @surinderkumar956 Год назад

      Yes , abhi itne retail investors ko pta nahi hain bhai kyonki thode RUclips video main aaya hain matlab retail investment aur RUclips hype nahin mila hain

    • @debojit9639
      @debojit9639 Год назад +4

      55 PE ..watching when it was 35 PE ..still watching 😅

    • @pennagaram1
      @pennagaram1 Год назад

      Booked profit many times in that space

    • @9327542619
      @9327542619 Год назад

      Book se 15 times & 55 PE and still undervalued 😃

    • @abc11100
      @abc11100 Год назад

      IEX and IRCTC were too, but you know what happened with them

  • @raghavagrawal9861
    @raghavagrawal9861 Год назад +2

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

  • @ppn1554
    @ppn1554 Год назад

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

  • @devbratsisodia4445
    @devbratsisodia4445 Месяц назад

    what if google enter map my india business space?

  • @thenamanchandak
    @thenamanchandak Год назад +6

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

  • @fahadsiddiqui7912
    @fahadsiddiqui7912 Год назад

    what is crash course ? sound Interesting.

  • @PointFigureChart
    @PointFigureChart Год назад

    aap ka samjhane ka tarika bahut achha hai.

    • @SOICfinance
      @SOICfinance  Год назад

      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. 🤜

  • @GoutamDas-fx4zl
    @GoutamDas-fx4zl Год назад

    Awesome way to Explain Sir , Really Loved it.

    • @SOICfinance
      @SOICfinance  Год назад +1

      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. 🤝

  • @kousikhalder8919
    @kousikhalder8919 Год назад

    Please provide valuations chart with every analysis
    Thank You

  • @sreejithsridhar
    @sreejithsridhar Год назад +1

    Why can't Google find ways to meet govt guidelines...my be setting up indian subsidiary meeting data privacy norms etc...the whole moat may collapse overnight given their established technical prowess?

    • @SOICfinance
      @SOICfinance  Год назад +2

      Possible- thus have mentioned in risks. But foreign entities aren't allowed to store geospatial data that does act like a regulatory barrier to entry. This is the reason why Google outsources from Genesyis and Tech m. Rest- have covered this in the risks

  • @allknowledge4874
    @allknowledge4874 Год назад

    Sir how to analysis finance company like Bajaj finserv,make a complete details video please sir.

  • @Djrahul1000
    @Djrahul1000 Год назад

    Thank you for sharing 🙏

  • @dhrubajyotiroykarmakar3674
    @dhrubajyotiroykarmakar3674 Год назад

    I see a gap in the analysis. Google's revenue in Maps also comes from B2B APIs. Uber uses Google Maps. The food delivery companies use Google. Not sure if something has changed since then

    • @SOICfinance
      @SOICfinance  Год назад

      Do read the DRHP!
      analyticsindiamag.com/mapmyindias-competition-with-google-maps/

  • @mohinbayad5832
    @mohinbayad5832 Год назад

    good valuation analysis

  • @harprasad4657
    @harprasad4657 Год назад

    Very good analysis.Thanks a lot.

  • @SoniaSyal01
    @SoniaSyal01 Год назад

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