Supply Chain
31 Threads
Today is pub day for my new book, HOW THE WORLD RAN OUT OF EVERYTHING: Inside the Global Supply Chain. It traces a shipping container from a Chinese factory to a US warehouse, expl...
๐ขShipping Prices Soar๐: Is Another Supply Chain Crisis Looming? ๐งต 1๏ธโฃAs of 5/31, the SCFI has surged past 3044, marking a new high since August 2022, with a YTD increase of 204.5%....
๐ฅ There is ONE thing most ecom entrepreneurs seem to miss ๐ธ the SUPPLY CHAIN in China and how to save real legit money! Let me explain in just 8 simple steps โ if you want to skip...
Chinese companies based in say Vietnam export a lot to the US (solar panels for example). But there is often a lot of embedded Chinese content in most US imports from SE Asia eve...
Good splash of cold water from James Crabtree on Western โdecouplingโ from China, which apart from chips and a few other sensitive areas is mostly a meme or even just a bit of supp...
Current Macro View (Over) Simplified: A quick thread ๐งต
Photoresist bigger deal than ASML/Lam/AMAT, can't fab w/o more photoresist. Japan dominates, what about supply chain? Xuzhou B&C has full Photoresist supply chain of Monomer, Resin...
โ Real world supply chain solutions! โ Almost all tokens released! I spent the entire weekend researching @MNWSupplyChain, hereโs everything you need to know! EASIEST $MNW thread...
Think about how many industries we have in our world: food, cars, clothing, hi-tech etc.. What they have in common is the supply chain, where blockchain can play a key role. A th...
Shankara Building Products: 1) Working towards one stop shop for all building material needs. Have relationships with all leading brands like Jaquar, Ashirwad, Kohler, Grohe, Parr...
Sigachi Industries conducted Q2 FY23 con call on 28 October 2022 Here are the key highlights of the call ๐๐๐ https://t.co/eRbsQohevk
๐ขThe concepts of digitalizing & automating all the procedures in supply chain through blockchain Two very prominent projects that have been focused on this initiative are @vechain...
Allcargo Logistics Ltd Analysis!๐ฎ๐ณ A Detailed Thread๐งต๐๐ป #investing #StocksToBuy https://t.co/TIRUGJ4FxR
Pearl Global Industries conducted Q1 FY23 con call on 16 August 2022. Here are the key highlights of the call ๐๐๐ https://t.co/JcAt0RoXfR
Gokaldas Exports Ltd conducted their Q1 FY23 conference call on 26th July 2022 Here are the key highlights ๐๐ป๐๐ป๐๐ป https://t.co/OrAh5VDejv
Thread on what happened in India. This week, Aug 1, we're talking about demand and supply constraints ๐งต
Asian Paints is a monopoly business for 55 years! FY22 Revenue - Asian Paints: Rs 25,000 Cr - Berger Paints: Rs 7800 Cr They make 3X revenue with 2 key strategies to get: 1. INR...
Yes, the "chokepoints" are.much more complex than single companies in a particular country. Mess with supply chains at your own peril... The resilience myth: Fatal flaws in the pus...
Inflation is structural, a thread. Ready?
Windlas Biotech conducted the conference call for Q4 FY22 Here are the concall highlights ๐งต๐
New Zoltan Summary: TL;DR There is a series of supply chain choke points that combine to put the US supply chain and the fed in a very precarious position. As a result, the fed's...
Kirloskar Pneumatic conducted the conference call for Q2FY244. "Mgmt expect double digit growth both in Topline & Bottom line in FY23" Here are the key concall highlights: ๐งต๐
The colossus TVS group with over 60 companies divided b/w 4 families is bringing an IPO after 28 years. (RT if beneficial) Let's do a deep dive into the business of TVS Supply Cha...
1/ Gonna drop some wisdom for my shipping friends and all supply-chain observers out there. The preamble: - Box ships are enjoying ultra high profits (for once!) at the moment due...
