This is good, 5th point was an eye opener. But when you say, detailed, slow content. It only narrative. No financial numbers. I rather enjoy reading other articles from Zerodha which is packed with though process, analysis and numbers/charts
Hi Sourav, thanks for the feedback. While the intention was to keep make this a narrative storytelling, we did not want to miss out on analysis and numbers/charts. However, I understand where are you coming from. I will keep this in mind, for incremental episodes.
Hey Kashish!! Looking forward to more such episodes. I’ve sent a detailed mail with my thoughts and suggestions. I hope you get a chance to read it when you’re free!!
Have been hearing about the multiple deliveries in a day by Asian paints as a moat. I believe that is a very nice story to tell but not the reality. Reality of moving paint last mile is that commercial 3 wheelers have a very small window of operations ( in most cities the local traffic police guy has to be given facilitation payments while crossing flyovers etc if done in peak hours).
The reason for tinting machines is that paint companies don’t want to do multiple deliveries a day.
Also logic suggests that last mile being such an expensive component in logistics- this surely cannot be a USP - at least will make AP bleed red 😊
Hi, that's a very valid suggestion and I have taken note of it. The breadth and depth at which we covered the topic in the video is so dense, that it would be difficult to do justice to the video, through text.
That said, I will make sure that the future releases are more dense.
Hey Parth, don't worry, the Who Said What segment continues. This is a monthy show that we are starting which will supplement and not replace any existing shows :)
Thanks Kashish, keep them coming!
Some suggestions for the name (because you asked!)
- The Macro Micro Dive
- Sensemaking
- Curiosity Unbound
- The Rabbit Hole
Thanks for the suggestions. These are some strong contendors.
Great content. I prefer to read rather than watch the video as it saves me time and i love reading. Keep such deep insights coming. Kudos!!!
Thanks Basil. Sure thing. Will make the text for the next post equally rewarding and dense.
This is good, 5th point was an eye opener. But when you say, detailed, slow content. It only narrative. No financial numbers. I rather enjoy reading other articles from Zerodha which is packed with though process, analysis and numbers/charts
Hi Sourav, thanks for the feedback. While the intention was to keep make this a narrative storytelling, we did not want to miss out on analysis and numbers/charts. However, I understand where are you coming from. I will keep this in mind, for incremental episodes.
Thanks. But overall you guys are doing awesome. Kudos to team for publishing such insightful content for free. Less of noise, no ads.
Loved this — expecting more fire content from you guys.
Thank you :)
We are on it!
Hey Kashish!! Looking forward to more such episodes. I’ve sent a detailed mail with my thoughts and suggestions. I hope you get a chance to read it when you’re free!!
Hey Rimjhim, we can't find it. Can you share it at kashish.kapoor@zerodha.com
Always open to feedback :)
Done!!
Thanks for such a long email. Please give us some time to reply to it :)
Hi Kashish,
Have been hearing about the multiple deliveries in a day by Asian paints as a moat. I believe that is a very nice story to tell but not the reality. Reality of moving paint last mile is that commercial 3 wheelers have a very small window of operations ( in most cities the local traffic police guy has to be given facilitation payments while crossing flyovers etc if done in peak hours).
The reason for tinting machines is that paint companies don’t want to do multiple deliveries a day.
Also logic suggests that last mile being such an expensive component in logistics- this surely cannot be a USP - at least will make AP bleed red 😊
Good coverage. Looking forward to more such industry coverage.
Thanks, Atul. I'm excited to release the next one soon.
Can you add more info for reading. I feel like video has more info than reading. Just a suggestion
Hi, that's a very valid suggestion and I have taken note of it. The breadth and depth at which we covered the topic in the video is so dense, that it would be difficult to do justice to the video, through text.
That said, I will make sure that the future releases are more dense.
Suggestions
Sector X-ray
Industry watch
Haha, love the suggestion.
Thanks a lot for the articles and everything you guys do, it's truly insightful!
Had a quick question - I really enjoy the Who Said What segment, is that going to continue weekly? Or is it replaced by this new series?
Hey Parth, don't worry, the Who Said What segment continues. This is a monthy show that we are starting which will supplement and not replace any existing shows :)