“A good business is like a strong castle with a deep moat around it. I want sharks in the moat. I want it untouchable.”
— Warren Buffett
Greetings from SOIC!
Dear Investors, the use of technology in our daily life is increasing, this statement can be changed to the use of technology is unimaginable in our lives. Whenever we are about to venture out of our house the first thing we check is our mobile phone. Our phone contains our money, contacts, documents and much more. We are dependent upon our mobiles for getting the directions, traffic updates and location of nearby petrol pumps, restaurants, chemists and our other destinations.
Today we analyse A Unique Monopoly business called C. E. Info Systems Ltd. commonly known as MapMyIndia. We will take a look at its unique proposition, business segments, growth plans, competitive advantages, P2P Analysis, Valuations and Thesis-Antithesis pointers.
Businesses with Supply Side Dominance and Uniqueness automatically filter in SOIC Framework. Enjoy the podcast and feel free to post your feedback on our social media.
00:00 Introduction: Monopoly Businesses
04:21 Is it a Good Business?
09:53 Use Cases of Maps
15:06 Business Segments
20:19 P2P & Valuations
28:55 Thesis & Antithesis
