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Tar ⚡
@itsTarH 4 years, 9 months ago 832 views

Much Required New Website and

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Open Question to fellow investors tracking Music Industry.

A business like Universal which controls more than 1/3rd of all published music globally is selling for less than 6x FY20 Sales.

Why are Indian businesses like Saregama / Tips selling for 11x, 20x their sales?

If I include all of the revenue generated by entire firm, its selling for ~4.5x FY20 Sales

Universal Listing Market Cap ~ 40 Billion USD
FY 20 Revenues ~ 8.87 B USD or 7.4B EUR

Catalogue of Music includes every international artist you can possibly name

Either Universal is grossly undervalued or Saregama/Tips are grossly overvalued.

https://t.co/aHzWSYtcUt

Homework for all the interested participants here:

Q1.Why 20% and not 50%+ Margins for UMG

Q2. Differences in dynamics between Western&Indian cos?

Q3. Trends in West vs Trends in India in the industry.

Research and find the answers. My job is done \U0001f601\U0001f64f
— Intrinsic Compounding (@soicfinance) June 27, 2021

https://t.co/v0EMoCuYKX

If you see the ebitda of universal music its low 20% compared to our saregama 30% or tips 50%. So when you compare earnings saregama is 40x and tips is 30x and universal music is 30x. Also these type of companies are less( low or no capex with excellent and growinh cashflows)
— Srikanth V (@mynameisnani75) June 27, 2021

$Tar \u26a1$

Tar ⚡
@itsTarH

Niti Ayog is one of the best places to look at, if you want to learn more about the upcoming reforms, outlook on India for next decade and some of the most pressing economical issues of our generation.

Here is a recent one on EV charging infra.

https://t.co/BGoCTVnlRS

$Tar \u26a1$

Tar ⚡
@itsTarH

It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. Peter Lynch's Six Categories of Stocks
2. How to identify the type of stock you own?
3. How to think and decide about the runway for growth of a company?

Lets dive right in.

For those who do not know (I doubt there will be many), Peter Lynch is one of the most successful fund managers of all time.

He managed a fund called Magellan at US Investment Giant Fidelity Investments and during his 13 yr tenure, he delivered an average CAGR of 29.2%.

Sadly the fund couldn't keep up post Lynch's retirement and his successors weren't able to keep up with his returns.

That's how good Lynch was!

In 1989, a year before retirement, Lynch wrote and published a book called 'One Up on Wall Street'.

Almost 32 years later, the teachings of the book remain relevant.

(Highly recommended read)

Chapter 7 of the Book Titled
"I've Got It, I've Got It - What is It?"

talks about the need to classify stocks.

Peter's argument is that you need to know what kind of stock you hold in your portfolio.

Not all stocks are the same - and he is right!

$Tar \u26a1$

Tar ⚡
@itsTarH

Wanted to invest in US Stocks?
Next couple of months are good for bottom fishing

High growth stocks with sky high valuations will finally come down to Earth🌎

My shopping list includes the below

Planet Labs
Rocket Lab
Upstart
Coupang
QS
Roblox
Ginkgo Bioworks

High Risk 🅾️

Two frequent questions

1. What website to use for data?
https://t.co/8A7w6qX4VQ

2. How do

Ans'ing other Qs, don't know all the companies, there are too many to track & I stick with what I know

Don't feel FOMO, entire year high growth names will correct

Hunt for picks within recent SPACs, most are duds, but higher chances you find a

$Tar \u26a1$

Tar ⚡
@itsTarH

Want to invest in #Nykaa but don't want to read the 590 page long DRHP?

My latest publication on @SubstackInc takes a deep dive into The Business of Nykaa 👇 and the future of ecommerce in India

Shivaji’s growing influence in Maval region, made him a threat to the Adil Shahi ruler of Bijapur who sought to restrain him. The man who was given the responsibility of this mission, was their commander, Afzal Khan. Afzal was a formidable warrior known for his ruthlessness.(1)

His strategy was to bring Shivaji out into the plains, where he held an advantage, compared to the rocky Deccan terrain. Afzal attacked the holy town of Pandharpur, and later demolished the temple of Bhavani at Tuljapur to instigate Shivaji in a bid to bring him out.(2)

Shivaji was angry but remained patient. Knowing that he could not defeat Bijapuri Sultanate in an open battle, Shivaji moved to Pratapgarh fort, located on rocky heights, surrounded by thick forests of Jawali.(3)

This set the pattern for future Maratha attacks, using guerrilla warfare against larger invading armies rendering them ineffective in unfavorable terrain.(4)

Steve
@braidedmanga

Ivor Cummins has been wrong (or lying) almost entirely throughout this pandemic and got paid handsomly for it.

He has been wrong (or lying) so often that it will be nearly impossible for me to track every grift, lie, deceit, manipulation he has pulled. I will use...

... other sources who have been trying to shine on light on this grifter (as I have tried to do, time and again:

Ivor Cummins BE (Chem) is a former R&D Manager at HP (sourcre: https://t.co/Wbf5scf7gn), turned Content Creator/Podcast Host/YouTube personality. (Call it what you will.)
— Steve (@braidedmanga) November 17, 2020

Example #1: "Still not seeing Sweden signal versus Denmark really"... There it was (Images attached).
19 to 80 is an over 300% difference.

Tweet: https://t.co/36FnYnsRT9

Example #2 - "Yes, I'm comparing the Noridcs / No, you cannot compare the Nordics."

I wonder why...

Tweets: https://t.co/XLfoX4rpck / https://t.co/vjE1ctLU5x

Example #3 - "I'm only looking at what makes the data fit in my favour" a.k.a moving the goalposts.

Tweets: https://t.co/vcDpTu3qyj / https://t.co/CA3N6hC2Lq

Vikrant
@Trading0secrets

Full technical analysis courses in one thread 🧵

For free which is Worth ₹80k 👇

⏭️How elliott wave work with examples

⏭️ Advance price action analysis

⏭️ Richard wyckoff theory

⏭️dow theory (my first video)

If you wanna learn how market behave in long term & short term

You must watch full video 🎥

Erik Torenberg
@eriktorenberg

1/ Some initial thoughts on personal moats:

Like company moats, your personal moat should be a competitive advantage that is not only durable—it should also compound over time.

Characteristics of a personal moat below:

I'm increasingly interested in the idea of "personal moats" in the context of careers.

Moats should be:

- Hard to learn and hard to do (but perhaps easier for you)
- Skills that are rare and valuable
- Legible
- Compounding over time
- Unique to your own talents & interests https://t.co/bB3k1YcH5b
— Erik Torenberg (@eriktorenberg) November 22, 2018

2/ Like a company moat, you want to build career capital while you sleep.

As Andrew Chen noted:

People talk about \u201cpassive income\u201d a lot but not about \u201cpassive social capital\u201d or \u201cpassive networking\u201d or \u201cpassive knowledge gaining\u201d but that\u2019s what you can architect if you have a thing and it grows over time without intensive constant effort to sustain it
— Andrew Chen (@andrewchen) November 22, 2018

3/ You don’t want to build a competitive advantage that is fleeting or that will get commoditized

Things that might get commoditized over time (some longer than

Things that look like moats but likely aren\u2019t or may fade:

- Proprietary networks
- Being something other than one of the best at any tournament style-game
- Many "awards"
- Twitter followers or general reach without "respect"
- Anything that depends on information asymmetry https://t.co/abjxesVIh9
— Erik Torenberg (@eriktorenberg) November 22, 2018

4/ Before the arrival of recorded music, what used to be scarce was the actual music itself — required an in-person artist.

After recorded music, the music itself became abundant and what became scarce was curation, distribution, and self space.

5/ Similarly, in careers, what used to be (more) scarce were things like ideas, money, and exclusive relationships.

In the internet economy, what has become scarce are things like specific knowledge, rare & valuable skills, and great reputations.

Jaya_Upadhyaya
@Jayalko1

SRI VARAHA NARSIMHA, SIMHACHALAM, VIZAG (AP)
#bharatmandir

One of the 32 Narsimha Kshetram of Andhra. It has a unique form of Narsimha, appearing like a shivlingam

It is said that Narsimha’s fierce nature is soothed by worshipping him with Varaha, considered a peaceful deity

The shrine is believed to have been constructed by Prahlada. With time, it crumbled.
In Treta yuga, King Pururava was passing from here in his vimana. The vimana was attracted to this place by a mystic power.
When the place was unearthed, the deity was found.
@GunduHuDuGa

Pururava’s wife, Urvashi, had a dream that the deity should remain covered in sandalwood paste for the whole year except on Akshaya Tritiya.
This practice has continued till date.
The mukhya mandap here, has a pillar kappam stambham believed to possess curative powers.

Chandanotsava/ Chandan Yatra is the most important festival celebrated on Akshaya Tritiya. The sandalwood paste is removed from the moolavar deity and nijarupa darshan (original form of deity) for twelve hours of the day are done by devotees.

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