SOIC Membership (Intensive Course + Continuous Classes + Sectoral Analysis):
https://learn.soic.in/learn/SOIC-Course
🔎 SOIC StockScans Platform:https://www.stockscans.in/home
7 classes For Financial Freedom (Free)-https://learn.soic.in/learn/7-Classes-For-Financial-Freedom
SOIC Research:https://www.soicresearch.in/home?subscription-offerings
🎞 Link to the presentation:https://soic.in/visualization
📰 Link to the SOIC Newsletter:https://soic.in/blogs
Tijori Finance 🤝SOIC (10% Discount on Tijori)- Use the code SOIC025 or click on the following link- https://tijorifinance.com/account/subscription/?code=SOIC025
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
What are NFT’s + One small mistake? Why YouTube is an enabler?
➡ Non-Fungible Token is a unit of data stored on a digital ledger called a blockchain, that certifies a digital asset to be unique and therefore, not interchangeable. In simple words, just like someone who buys art due to perceived valued.
➡ Now actually for the first time ever enthusiasts and art collectors can actually purchase the original digital file as a collection. For e.g., recently a Tamil singer sold one of his songs as NFT for 1.5 crores. This opens a whole new stream of optionalities for Saregama. Let’s see how, in case if NFT trend catches on. 🙂
➡ Shemaroo has a library of more than 3000+ movies. Movie has lower repeat use vs. the Music. They do have a music library, the market hasn’t taken well to the other ventures and inherent cyclicality of the business though.
Homework for everyone: Check Saregama’s and Tseries’ subscribers on their YouTube channel.
Business Analysis – Saregama India Ltd
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
Time Stamps:
🎵 Saregama: Music Streaming: (0:00)
🎵 Music Industry’s Evolution: (0:45)
🎵 Music Industry’s Value Chain: (2:49)
🎵 Where does the Profit Pool Lie? (4:18)
🎵 Global & Indian Music Industry Market Share & Structure: (5:11)
🎵 How do they make Money? (8:40)
🎵Changing Industry Regulations & Piracy Rates: (13:32)
🎵 Several Minitrends creating a Mega-Trend: (15:05)
🎵 Saregama, Tips Industries & Carvaan: (17:08)
🎵 3rd Line of Business: Yoodlee Films: (23:29)
🎵 Capital Allocation and about TIPS Industries: (25:26)
🎵 What went wrong with Shemaroo: (27:54)
🎵 Tips Industries, Valuation & Anti-Thesis : (28:46)
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
Connect with us on:
🔗 Website:https://soic.in/
📱 Android Mobile Application:
https://play.google.com/store/apps/details?id=com.learn.soic&hl=en_IN&gl=US
🐦 Twitter:https://twitter.com/soicfinance
📸 Instagram:https://www.instagram.com/intrinsiccompounding/?hl=en
📧 Email: info@soic.in
🎞 Presentation Link:https://www.soic.in/visualization
🎥 Youtube:https://www.youtube.com/channel/UCB7GnQlJPIL6rBBqEoX87vA/videos
📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
#soic