360 degrees view of a business. Very insightful article, i would say this is the perfect example of how to study a company. Thanks a lot Sid. Eagerly waiting for next one.
I did not study recently - My understanding this company purely on drone piloting space they don't have expertise in other part of the business. I see that you have listed some of the tender company won but my question is is company built any application specific IP example they have provided drone Karnataka forest department but do they have any IP in any part of that solution?
Hey Girish, I've taken inputs from your notes on the VP Forum, really good insights! The investor presentation doesn't really talk about what their IP is - I think it's the people they have on the Board / expert pilot trainers they employ that could give them an edge, but doesn't look like a sustainable MOAT. They've won certain tenders, but the specifics of how the deal would work is not known.
The company should mention these intricate details in the AR / PPTs going forward for the investors to understand.
360 degrees view of a business. Very insightful article, i would say this is the perfect example of how to study a company. Thanks a lot Sid. Eagerly waiting for next one.
Thank you Prasad! Will keep bringing new opportunities to your attention :)
Nice write up. I had read about company some time back my post is https://girishnotes.substack.com/p/droneacharya-aerial-innovations-ltd
I did not study recently - My understanding this company purely on drone piloting space they don't have expertise in other part of the business. I see that you have listed some of the tender company won but my question is is company built any application specific IP example they have provided drone Karnataka forest department but do they have any IP in any part of that solution?
Hey Girish, I've taken inputs from your notes on the VP Forum, really good insights! The investor presentation doesn't really talk about what their IP is - I think it's the people they have on the Board / expert pilot trainers they employ that could give them an edge, but doesn't look like a sustainable MOAT. They've won certain tenders, but the specifics of how the deal would work is not known.
The company should mention these intricate details in the AR / PPTs going forward for the investors to understand.
In-depth analysis + well researched subject + well written article = is a recipe for learning fundamental analysis.
So yeah it’s great learning how to analyse business models of any company.
So kudos to the Sid for making such insightful content.
Can’t wait for the next one !!!
Thanks Gaurav! Your kind words mean a LOT to me and will continue improving and bringing new opportunities :)