Reason for high repeatability for songs is due to connection with old memories !

Once in a while one should study the company which lacked the execution, which always over-promised and under delivered. Check how market valued it over the period of time. As it gives us the framework to avoid potential capital allocation mistakes i future. 🧪⚗️

#Neogen Chemicals - Niche Bromine & Lithium Manufacturer ?

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CMP - ₹1596

1. Introduction

Neogen chemicals ltd. was founded in 1991 by technocrat Harish Kanani.The company has expertise in bromine and lithium chemistries.
The products manufactured are served for pharmaceuticals, agrochemicals, engineering industries,

speciality chemicals companies in India, Europe, Usa, and Japan.
Increasing the revenue contribution from Custom Synthesis and Contract Manufacturing segments.

2. Promoters
IIT graduate and technocrat promoter Mr Haridas Kanani had set up India's first bromine plant in 1968, but it failed as the plant was hit by floods caused by Morbi dam. Lack of knowledge in business kept him away from insuring the plants.

Later years he worked as an engineering consultant for manufacturers to set up the bromine plants for others.
In 1989 the technocrat decided to set up Neogen chemicals Pvt. Ltd. and started the manufacturing of bromine compounds.

#Privy Speciality Chemical - Superior Business Model ?

A Detailed Thread 🧵🧵

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Price : ₹ 1986 🌹🥀

1. Privi started manufacturing in 1992 with only two products, now having more than 50 products manufacturing at Mahad and Gujrat facilities.

2. India's leading manufacturer, supplier and exporter of aroma and fragrance chemicals.

3. Privi has developed a backward integrated value chain and manufactures value-added products from the waste generated during the manufacturing process

Management

Industry Outlook
1. Aroma chemicals which form the building blocks of the F & F industry is a size of about USD 5.5bn. This multi-billion-dollar industry impacts daily life for consumers worldwide, often on multiple fronts: From the toothpaste we use, to the coffee, tea,

Unique Business Model
#Tipsindustries

CMP- Rs 1296

A Thread 🧵

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@NeilBahal

Topis covered:
1. Tips Industries Overview
2.Music Segment
3.Monetization
4. Tips Business Model
5.Acquisition Cost
6. Tips Film Business
7. Tips YouTube

8. Why Should Artists Choose Tips Over Other Labels?
9.Financials
10.Future Growth
11.Content Acquisition
12. Conclusion

1. Tips Industries Overview
It was founded by Kumar S. Taurani and Ramesh S. Taurani in 1975.
In 1975, the Taurani brothers used to trade

in LP’s (Long Playing Phonograph Records) for three of the biggest companies in India – HMV, Music India & CBS. By 1977, they had become the biggest dealers for these companies in Western India.
Driven by the ambition of both the brothers started their own record label.

TIPS Industries Limited is a leading Indian music label which creates and monetises music. Apart from music segment it is also into Film Production,Film Distribution & Film Promotion

2. Music Segment
Tips has an extensive catalog of film, non-film, devotional, pop & remixes

Tips has a library with more than 29,000 songs, Tips has a very fresh catalog with songs released in 2000 and most major hits of the 90s. Tips has a major Atif Aslam Library.

3. Monetization
Tips monetizes its songs just like other music labels i.e through distribution deals

Boxerman
----------
(Sung to the tune of Wellerman)

[A Musical Thread]

🎵
There once was a plan for an AFV
The name of the plan was the MIV
There’s more to the tail than you may know
Brew that bivvie boys, brew
🎵

(Hurr! 💪)

🎶
Soon may the Boxerman come
To bring us armour and tea and gun
One day, when the fightin’ is done
We’ll take our wheels and go
🎶

🎵
They must deploy two kay from shore
Fit two to a Herc or maybe more
We envied all that Soviet Cav
And soon was born MRAV
🎵

I think Frank Edwards needs to hire a team to do major work sanitising and building a better digital experience for his music, his digital trail and everything else in between

I say this out of need to the larger lesson to creatives, i'd hate to restrict this to Christians alone

I love Frank Edwards, his songs form a huge part of my morning worship routine. But for the past two weeks, I've been looking for a song that I used to play a lot in my first/second year of uni and couldn't find it until I searched a random part of the lyrics and went as far as..

The 6th page on Google search. Yes, that's how badly I wanted it.

Even when I found the name of the song, the song was available as a lyric video on YouTube and published by someone entirely different from who I wanted to give streaming dollars to, that's if it counts for much.

Hit another bump. I want to subscribe, and I realise there's over 11 Frank Edwards on YouTube. Each with huge and growing subscriber numbers, that was worrying.

It was not until this morning I found one with 250k subscribers and I thought... Ah this has to be him.

I search on Google for Frank Edwards and his entire discography isn't listed on Google and it in fact worried me.

Now I am moving to upset because this is someone I love deeply and hate to see how there's so much low hanging fruit that he isn't taking advantage of.

I'd like to say a few things in tribute to the brilliant musical director & vocal coach Kate Young, who died far too young last week. Even fellow musical theatre folk may not know what a trail-blazing talent she was, so here's my story of Kate (thread)/1

I first met Kate at a rehearsal for Wayne Sleep's 1983 touring dance show DASH, for which I was composer. What struck me first about her (apart from the poetic lilt of her warm, Edinburgh accent) was the impeccable care she was taking playing piano for dance rehearsals /2

(believe me, & I mean no disrespect to lovely dancers & choreographers but playing piano for dance sessions isn't called REPETITEUR for nothing and many repetiteurs switch to auto-pilot at the keys. Kate never did. Her playing was always immaculate)/3

We hit it off immediately & had long, ranty discussions about how we wanted to change musical theatre, like young people do. We had specific aims to do with the way singing was taught & shaped for the stage. /4

We wanted the singing to be much more text & meaning-focused, for actors to have the confidence to sing as well as trained singers & for the sound to be more nuanced, more plural in style & less belty & samey (tbh not sure we won that battle..) /5

"Music, Sense and Nonsense: Collected Essays and Lectures", por Alfred Brendel.

Capítulo: “Conversations - On Schnabel and Interpretation with Konrad

En esta conversación de 1979, Alfred Brendel y Konrad Wolff, autor de “The Teaching of Artur Schnabel. A Guide to Interpretation”, discuten sobre ciertos puntos en los que Brendel no coincide con Schnabel.

Para Wolff, Brendel es el primer pianista desde Schnabel que ha gozado de plena autoridad en la interpretación de Mozart, Beethoven y Schubert. Además, en su opinión, su enfoque tiene mucho en común con el de Schnabel en los detalles de fraseo, tempo y dinámicas.

Sin embargo, hay varias opiniones en las que Brendel difiere de Schnabel. Para Brendel, las frases son como curvas que no necesariamente se miden por compases: “Very often for me the art of phrasing consists in forgetting about bars, ignoring bars and seeing large units”.

Por su parte, de acuerdo a Wolff, Schnabel veía las frases en función de la respiración y del énfasis al principio o al final: “he wanted to know how far he was to play before there was a breath (…), a phrase begins and then goes from there, or else it ends and goes to there”.