51 Comments

Excellent article .

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Apr 6, 2022Liked by Tar

Intresting read .

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I have been late in reading this article. Your content is always top notch brother. I said the same when you wrote up on electricity amendment bill. The same in the webinar.

I really don't like reading any article or I just don't like. but when it comes to you it is entirely different. You have manipulated me to read your articles like never before. Your writing skills are aw-sum, stats etc...

What I love from you is content content content. I stay in Bangalore if you give me one single chance to meet I will feed you my mom cooked Prawn biryani :). Hope I will get a chance.

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Dec 14, 2021Liked by Tar

Wow! Enjoyed reading it.

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Brilliant insight from world largest two wheeler

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Brilliant research. Will be great if you can do a deep dive in Gogoro

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Very well researched & insightful. Thank you for sharing your knowledge with us.

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Great read for me....

More power to you....

Keep writing!!!!

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Very amazing thread by tariq sir from past 1-2 Years my mom used to say me that nowdays she saw less hero bikes in nearby locality as comparison to TVS,Bajaj etc. I narrate this whole blog to her and now she got this and me too.

Superb work Sir looking forward for much wonderful blogs.

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Very insightful and very clear. Loved the narrative, especially beginning with the board room explanation. You are the Harsha Bhogle of financial blogs

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Good Insights , would love to hear about Gogoro

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Dec 13, 2021Liked by Tar

Loved it and would love your insights on Gogoro and electric vehicles.

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A deep dive into EV scooters would be great.

I think what is missing here is a peer comparison both for ICE as well as EV. On ICE why would Hero outperform others is covered a little bit....but probably needs more detailing.

Also on the EV front TVS has its own EV offering and has also (like Hero) invested in a start-up Ultraviolett. Bajaj also has an EV Chetak and other plans.

So the probabilities of outperformance vs peers perhaps needs more analysis (investing anyways is probabilistic)

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Good to hear that HERO is going to release EV in march 2022. Nice to see that hero have 38% share in ather and battery swapping tie up with gogoro. So before may 22, their share prices will go up like anything.

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Dec 12, 2021Liked by Tar

Thank you so much for Detailed information.

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Always insightful. More on Gogoro-hero partnership would be wonderful. Is it like the deal with HD. What sort of inflows can hero expect etc

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