Author Archives: dhaval9620

The want to go to a movie theatre to watch a new movie is fading. There are a few movies which are better on the big screen but the frequency of going to the theatre has diminished by a huge margin. Movie goers are preferring to stay at home and watch what they are inContinue reading “Movie distribution as a segment”

India mandated the obd(onboard diagnostic) port back in 2011. This led to the emergence of onboard diagnostics, over time there have been products that can be inserted in the obd port to avail more data regarding the vehicle. This also formed the stepping stone for many other applications associated with the port. now there isContinue reading “Auto Ancillary update”

Close to 65% of the chinese population lives in urban cities. This number was around 30-40% inbetween 2000-2005. During this period the GDP of china was around 4 Trillion USD. China boasts of a GDP of around 20 Trillion USD today. The average income has increased by almost 3 times since 2004. This trend tellsContinue reading “Does increase in Per Person Capita lead to more urbanization ?”

Foreign companies, foreign institutions also invest in the Indian equity markets. In the listed universe 50-55% of the equity is held by the promoters, FII hold approximately 20-21% , and DII(Domestic institutional investor) Hold approximately 15-16%, remaining is held by retail investors. This makes FII’s an important component of the markets. Although the holding ofContinue reading “How much do FII’s influence markets”

In the last blog we thought about restaurants as a industry, keeping in mind that a majority of the services industry’s revenues are derived from restaurants and qsr as a industry. We have established that restaurants have many variables to keep track on , so the efficiency goes down drastically. QSR on the other handContinue reading “The QSR industry”

I recently went through a video which included industry stalwarts in the fine dining space. Was very informative, i always wondered why restaurants have a higher failure rate than most other businesses. There is a fixed cost element when it comes to restaurants which includes wages, rent , electricity etc , regardless whether you getContinue reading “The restaurant industry”

Cars and commercial vehicles are getting more durable time and new regulations. Automobile companies used to get major part of their revenues through sale of spare parts. This has seen a decline with vehicles that are more durable. Automobiles want to find a new source of revenue. With technologies like e2v and e2x there areContinue reading “Proxies for EVs, Next Gen Vehicles”

Historically the PE of india’s market index has hovered between 17 to 27. Previously pe values of the index were not based on consolidated results. American markets are the benchmarks for the world’s markets and reflect where the markets are heading towards. Warren buffet’s indicator i.r gdp to market cap ratio of the current USContinue reading “PE valuation today”

I mentioned about my experience about thinking of buying a car in the previous posts. This one is a reiteration to the previous posts. Connected cars as a concept where e2x and e2v technologies , connection between other cars and the environment is going to have even more prominence in the coming years. I seeContinue reading “The future of cars in india”

Wealth can be compounded when passed from one generation to the next, also this process can create massive wealth when the same process of preserving and growing the wealth is implemented with time. But how many generations can wealth keep compounding ? Very few businesses survive for more than a century , usually when theContinue reading “How many generations can wealth survive ?”