“I work on what product we should go after because that will ultimately decide how well we are doing,” says Chava, who has brought more than 50 products to market in the last 15 years.
Forbes Profile on Dr.Chava
More from Tar ⚡
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:
— Intrinsic Compounding (@soicfinance) June 27, 2021
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
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

Lot of regulatory crackdown in China. Top rated companies are available for huge discounts. $BABA for example now has a market cap of less than 600 Billion and is bigger than Amazon in every regard.
I have been aggressively investing more in Chinese equities than Indian ones.
https://t.co/W1RWdKU3sy
More from Lauruslabs
Into a narrow consolidation band post breakout.
Sustained above the zone, Target's intact.
#StockMarket #StocksInFocus https://t.co/lhfemwd4iQ

#LAURUSLABS Multiple TF Analysis
— Gurleen (@GurleenKaur_19) August 9, 2021
A break-through at ATH.
Sustenance above 698 and a breakout at 705.85 would bring in higher targets of 733 followed by 800 in short term. #StockMarket #StocksToWatch pic.twitter.com/2aaY3BG99D