Godfrey Phillips: A Case Study on Capital Allocation Decision | Markets by Zerodha Hindi

[@jitansharora779]

No Clickbait. Super depth

[@marketsbyzerodhahindi]

Thank you so much 🙌🏽

[@dravyaa]

In this Bina's point is more relevant, just like DS group used its distribution network to launch pulse candy, using its existing distribution network to launch new variety is more relevant

[@resonance.439]

why cant they do both

[@knowledgebyte3592]

Yes. Bina seems more relevent but why she is sitting on big cash ? This must be used effectively to diversfy or should be distributed to shareholders

[@itsakhil196]

They could have used 24/7 to double down in their revenues and profit from other brands product and promote their malbore and it's brand owned cigerate extensively through it , so I can't understand why to close when the stores have hit profitable margins . This sound silly or am I missing something?

[@dreamerLevel]

sidhi baat no bakwas, you just delivered what you told us in the title.

[@marketsbyzerodhahindi]

Thanks 😃

[@dreamerLevel]

@@marketsbyzerodhahindi hey bro, we can we get a video on TRENT and its peers like aditya birla fashion, mufti. actually TRENT vs aditya birla fashion would be 📈

[@shubhadasonwalker8824]

Simply beautiful. Thank you so much!

[@marketsbyzerodhahindi]

Glad you liked it 😃

[@rahulkushwah396]

In the last video, I recommended highlighting data and statistics when discussing them, and you’ve improved on that in this video. I thoroughly enjoyed watching it!

[@marketsbyzerodhahindi]

Thanks! We do consider all feedback. Keep sharing more ideas.

[@debo4064]

Both side have an interesting view and for doing business management can make core competency in distribuiton

[@arkadevbhattacharyay7194]

Very nice explanation

[@marketsbyzerodhahindi]

Thank you

[@kundan_2003]

Indepth knowledge,thx sir

[@marketsbyzerodhahindi]

Thank you :)

[@anujjaiswal7640]

Thank you for creating such valuable and high-quality content on the citrate industries. I would like to request a part 2 that provides a global perspective and includes an analysis of major global players like British American Tobacco (BATS) and Philip Morris. Given your commitment to quality, I am confident you will create it.

[@marketsbyzerodhahindi]

Thanks! Will surely look into it :)

[@vishwasbhutani9794]

Depth at its best !!

[@marketsbyzerodhahindi]

Thanks! :)

[@munishgoyal6079]

samir modi's concerns are genuine

[@NareshChoudharye]

nice voice and storytelling

[@marketsbyzerodhahindi]

Thanks :)

[@deep31shah]

Very informative and well-explained.

[@marketsbyzerodhahindi]

Thank you so much :)

[@rtp9705]

Pls put english subtitles for all ur videos. There r ppl who cant speak hindi

[@umesh_lodha]

Nice Explanation but what about Lalit modi in GPI and his journey with IPL ?

[@rajdeepprajapati2011]

absolute cinema

[@marketsbyzerodhahindi]

Hahaaa - true!!

[@Abhishek-gr7rp]

too good

[@marketsbyzerodhahindi]

Thanks!! :)

[@heetshahhh]

So what is the core competencies of reliance , tata and birla?? As reliance has refineries + telecoms and fast fashion as well?? Also further more akasa airlines is edgy case as founder Mr jhunjhunwala was a trader??? Try to explain me!!!

[@NishatChoudhury]

the examples are conglomerates. meaning they are not trees (different trees) but a garden of trees unlike godfrey phillips

[@marketsbyzerodhahindi]

Nicely put

[@heetshahhh]

@NishatChoudhury so what it takes to become a conglomerate?? As Godfrey Philips do have capital + work force?

[@NishatChoudhury]

@@heetshahhh I don't think there is a single answer to that. But having access to large capital + the possibility of current business vertical serving as cash cow, seems to me the way (there could be other reasons as well). For example, Reliance as I remember started the apparel&retail business in early 2000s, which is diametrically opposite to what they were good at (or core capabilities) i.e., petroleum refining. The owners had access to capital but did not borrow/share any core capabilities from the petroleum industry. Instead they hired strategic people from the consumer industry to build the company now known as reliance retail. thanks for asking.

[@TimelyTurtle]

Nice 👍🏻

[@marketsbyzerodhahindi]

Thanks ✌️

[@varunbothra7727]

How does an individual do such research?

[@Sparsh_Ahuja]

They should launch there own fmcg products like ds group has catch and pulse.

[@vivekbhardwaj304]

Apke Video ka wait chal rha tha Sir, Good going sir, I also want to analyze market, stocks and all those data related stuffs, can u give me some advice sir, Looking forward to ur reply, Thnx........

[@marketsbyzerodhahindi]

Shukriya 🙏🏽 You can start by reading some books on understanding basics of analysing financial statements. You will find a lot of free resources on Varsity by Zerodha and Investopedia. You can so one more exercise if you have the time and drive to learn - Pick up the annual report of a company, any company you really like, preferably one with a single line of business, and read it end to end. Jo bhi terms nai samajh aa rhe unko search karo, samjho. Once you do this for 3-4 companies, I think you will get the hang of understanding different businesses.

[@lightskinkobe]

Always delivering, that’s zerodha. I wish they didnt crash as much tho

[@Universe_Fabricators]

Can you explore video of hft trading form how they profitable everyday

[@itsakhil196]

They could have used 24/7 to double down in their revenues and profit from other brands product and promote their malbore and it's brand owned cigerate extensively through it , so I can't understand why to close when the stores have hit profitable margins . This sound silly or am I missing something?

[@marketsbyzerodhahindi]

Yep. Did not focus mostly, and let it die down.

[@deepakkadam9466]

5.30 what does realisation mean?

[@manishsharma-hw6mo]

Lux industries ka case study karo pls, voh b divide hone vale hai

[@marketsbyzerodhahindi]

Will definitely look into this

[@bishalkumarshaw3653]

video-audio sync?

[@prince4093]

MAKE A VIDEO ON WHY ZERODHA BY STAKE OF MSE

[@omkar_lawate]

Pan masala could leverage the distribution rather than licensed ferro product coz again you end you with Marlboro case where home brands are tossed,plus if you are comparing with ITC they understood distribution to best benefit FMCG and so now they are seperating hotel business which again is weird for Tobacco company

[@marketsbyzerodhahindi]

Right!

[@chaitanyakumar889]

Make video on asian apint

[@marketsbyzerodhahindi]

Noted. Will consider this

[@vhn-02]

Tawajjo ko dalo Kachre me... Shudh Hindi " Mahatwa" iska upayog kare

[@marketsbyzerodhahindi]

Noted. Likhte likhte Hindi bhi thodi improve ho rhi hai :)

[@kaushikbhoraniya9967]

Mere pass 8400 ke 172 stock ke kiya karu sir 😢 Marne jesi halat ho gai he

[@ajitmirdha3958]

Mere pass kuch stock he kiya karu down jaa raha he stock kiya aage stock bullish hoga sir

[@kaushikbhoraniya9967]

@ajitmirdha3958 up jayega ??

[@abhikpatel8133]

Keva janya khali sokh pani maza j leta dhandho na samjya 😢

[@JKAHIR-cg8zo]

what is proof