Views on the Logistics Sector in India
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Are logistics companies becoming more like platform companies? Raunak Onkar discusses his views on the logistics space in India.
Graph Sources:
5:17 - World Bank Logistic Perform Index
35:04 & 40:45 - Public reported Financial data of companies
Пікірлер: 12
One thing which I like in Raunak is his thrust to know the things from basics
Thank you so much Ronak sir 🙏🙏 super presentation 🙏🙏🙏 keep it up ❤️I wish I will attend this FOF seminars 👍
At 21:50, the information is wrong. Shopify doesn't ship on your behalf. They allow plug-ins to partner with 3PL companies..who will take care of the logistics part.
Thank you, really in depth analysis of the sector
Surprised to see no VRL in the list.
Make video on FMCG.
Overall decent presentation. Sometimes Ronak talks are too bookish, low on analytics and future assessments. Reading 100 books is less important than reading 3-4, digesting them, reading annual reports/ transcripts more, and building on those and investing fundamentals. For instance, laundry list of companies is presented, however, they are not alike. a) player like Mahindra logistics cannot be compared to container corp, b) Delhivery is different than all others, c) some focus on last mile more, some focus on integrated logistics solutions.
Great efforts guys!
Good session.
Please use a good quality mike. We can hear the breathing sound. Rest, the content is very good.
china rank 26 ..not 15 or below