Great video....indepth analysis, very impressive 👏👏👏 This is the 1st vdo I saw on your channel but I dont see other videos of same quality on your channel. May be you stopped creating because you didnt get the response you and your vdo deserves after all your efforts......
This is just out of World content. Hats off to you and your team. This is a league apart from other channels. I feel investing is more about understanding business models and taking bets. No one else shows the content you do. #Request - can you please start a mini series on best business models in India, which are new age. Kind of bullish stories of next decade. You can include companies like Tips, CDSL, BSE, etc, which are high RoE companies, showcasing good growth due to sturdy business models.
You are so much undervalued Sir ❣️. My regards to you. I bought a caravan for my baba in 2017 and he used to listen it 2-3 hours per day. He passed away 4 weeks ago. I am invested in saregama. I know caravan is of low margin,but the caravan of my Papa will be with me throughout my life. I miss you Baba 🙏.
Thanks for a detailed coverage, really appreciate your effort. I do disagree with your views on Caravan though - it's not bad capital allocation as the target audience is entirely different as compared to the digital/streaming business. As you've noted at different points in your video, people who're listening to the songs from 1960s/70s aren't really that tech savvy and would prefer an extremely simple to use device such as Caravan. It's USP is its ease of use, the solid collection of over 5000 songs and the fact that you can just have it playing in the background as you continue with your routine (same as your example). As I see it, Saregama can use these old songs in two ways - a. People who know those songs and want to get access to them - either through caravan or streaming. Again, it's kind of people of that generation introducing the next generations to the music from their era (organic). b. Saregama can recreate these songs to reach a new generation of listeners inorganically. The key here is ofcourse not losing the essence and melody of the original song.
Amazing analysis Sir ❣️🙏. Simply superb ❣️❣️❣️❣️❣️. Can I expect detailed analysis of HCl technology, newgen, mastek and Tata elexis from you Sir 🙏? Thanks Sir and regards ❣️.
Very detailed analysis.... really very helpfull in understanding the music industry...it wd be better had the analysis ended with investment guidance whether to go for Saregama or Tips or in combination with certain preference.. 🙏🙏🙏
Thanks Shashank, great video! I will share with friends too. One doubt - you said that apart from TH-cam, the other streaming apps offer 10 paise per song to music labels (and not revenue sharing like YouYube). In that case, how does premium subscription increase for Spotify or Gaana help music labels? They will get paid per song anyway.
Thanks. When industry will shift to subscription model that time pay per song won't be there while subscription revenues will be shared by platforms to labels
Wonderfully detailed fundamental analysis of the 2 companies that I am very interested in. I think you saved me atleast a week's research labour. IMHO, These 2 could be multi year multi-baggers. Thank you from the bottom of my heart for providing such a comprehensive analysis.
I never had any idea about music label companies, this video gives overall understand of music industry as well as all major players and future prospects. Thanks a lot for such a wonderful information.
You have covered everything. Fabulous insight… thanks a lot for this. Only one aspect has been left untouched that’s which one is better at this stage. Valuation wise and future prospect wise
Saying that hardware is bad capital allocation is probably 1st level thinking. If you think about the mindshare that saregama is aquiring, then you'll realize that launching hardware to gather mindshare has been a consistent strategy for all software giants like Google, Amazon through Google home, and echo. While the selling margin of carvaan is low, we need to think in terms of potential mindshare captured. Agar grandparents ke through children sunenge toh woh bhi search karenge You also didn't compare the contraction of tips music streaming revenue wrt saregama revenue which has been growing very stable way. Why? Think about it.
What you've said about purchase vs produce is not true at all. Saregama actually does produce their own songs. They don't just purchase from market. While they don't have exclusive tie ups, but they do produce.
Never seen any analysis like this since 10 years of investing!! Amazing bro!!!
Thanks for watching the video
Great video....indepth analysis, very impressive 👏👏👏
This is the 1st vdo I saw on your channel but I dont see other videos of same quality on your channel. May be you stopped creating because you didnt get the response you and your vdo deserves after all your efforts......
Amazing job Sir, but I am not able to get the ppt from the link provided. Kindly check it once
This is just out of World content. Hats off to you and your team. This is a league apart from other channels. I feel investing is more about understanding business models and taking bets. No one else shows the content you do.
#Request - can you please start a mini series on best business models in India, which are new age. Kind of bullish stories of next decade. You can include companies like Tips, CDSL, BSE, etc, which are high RoE companies, showcasing good growth due to sturdy business models.
The charts in this presentation are of international standards, kudos to you and to your team.
Thank you
Charts are taken from other sources. But still the content of vdo is high class
why is it that there are no mutual funds or DII or FIIs in Tips?
The presentation link is not working anymore
one of the most excellent analysis i have ever seen in my life. hats off sir
Thank you
I have watched few other music streaming business study, but this is at a different level and very detailed. Appreciate your hard work. Well done 👍👍
Thank you
@@ValueEducator ek new video bannao please sir 🙏🙏🙏
Could you please tell the source for the business model of the music industry you used in your slides.
Also the link is not working
The link of presentation is not working!
Please Check
Wow... The amount of research and time spent on this presentation was mind blowing. Thank you for all the hardwork. 🙏🙏
You are so much undervalued Sir ❣️.
My regards to you.
I bought a caravan for my baba in 2017 and he used to listen it 2-3 hours per day.
He passed away 4 weeks ago.
I am invested in saregama.
I know caravan is of low margin,but the caravan of my Papa will be with me throughout my life.
I miss you Baba 🙏.
Thanks for the Praj paid one. How do you see the valuations of Saregama and Tips now!!!
Very detailed video. I listen your video audio instead of music every day little as it more knowledgeable.
Thank you
excellent study.. your channel is a goldmine. the thing is retro songs have more shelf life than new songs so i would bet more on saregama
Thank you
But Tseries has best collection of repeatables.
which is best to longterm- tips or saregama ? what is your view ?
Sir between this 2 stocks any preference from investment purpose...Thanks...
Sir from where u get all data
Thanks for a detailed coverage, really appreciate your effort. I do disagree with your views on Caravan though - it's not bad capital allocation as the target audience is entirely different as compared to the digital/streaming business. As you've noted at different points in your video, people who're listening to the songs from 1960s/70s aren't really that tech savvy and would prefer an extremely simple to use device such as Caravan. It's USP is its ease of use, the solid collection of over 5000 songs and the fact that you can just have it playing in the background as you continue with your routine (same as your example).
As I see it, Saregama can use these old songs in two ways -
a. People who know those songs and want to get access to them - either through caravan or streaming. Again, it's kind of people of that generation introducing the next generations to the music from their era (organic).
b. Saregama can recreate these songs to reach a new generation of listeners inorganically. The key here is ofcourse not losing the essence and melody of the original song.
I somewhat agree here My In-laws does operate keypad mobile and not screentouch but he loves Carawan and operates it easily
Best analysis of music companies.I have a question no of songs in t series and sony india music library?
What happened to paushak chemical industry analysis????
Very Beautiful Video Shashank sir 😘👌👌👌👌👌👌👌
Excellent comparison. Good work. Keep it up.
I always excitingly look forward to all of your videos. I would love to see you speaking on Sudarshan Chemicals
Thank you. Sure I will upload it soon
Give details about it sector
Amazing analysis Sir ❣️🙏.
Simply superb ❣️❣️❣️❣️❣️.
Can I expect detailed analysis of HCl technology, newgen, mastek and Tata elexis from you Sir 🙏?
Thanks Sir and regards ❣️.
Very detailed analysis.... really very helpfull in understanding the music industry...it wd be better had the analysis ended with investment guidance whether to go for Saregama or Tips or in combination with certain preference.. 🙏🙏🙏
Great analysis...!! Could you please explain more on NFT? how Saregama can leverage it?
Amazing work bro..one of the best videos I have seen...such detailed analysis is really helpful to take decision..God bless you
Thanks Shashank, great video! I will share with friends too.
One doubt - you said that apart from TH-cam, the other streaming apps offer 10 paise per song to music labels (and not revenue sharing like YouYube). In that case, how does premium subscription increase for Spotify or Gaana help music labels? They will get paid per song anyway.
Thanks. When industry will shift to subscription model that time pay per song won't be there while subscription revenues will be shared by platforms to labels
@@ValueEducator you mean music labels will renegotiate the terms when subscriptions increase? Do we know this for a fact or are we guessing?
Short term i have invested in both. Small player.
Reentering TIPS.😅
Awesome 😎👍 Sir.
Waiting for your detailed analysis on radico Khaitan and rajratan global wire.
Thanks Sir 🙏
One word.. Brilliant presentation 👍
Thank you
I Would Like To Bet On Tips Ind..
Waiting Eagerly..👍
very nice presentation, 1.25x is the optimum speed for listening.
I first liked the video than only watch bcz I never want to miss your content
Thank you
Nice valuable info, sir please make a video or reply by text on tips Industry demerge plan, why it not implement after official notification
Your efforts are amazing 🔥..
If possible please analyze cinemas vs OTT PLATFORM
Thank you. Sure I will do that
@@ValueEducator sir there is SONY MUSIC LABELS also thoigh unlisted
Thanks Shashank for detailed analysis.. Keep it up 👌👌👍👍
Awesome details about music industry..I wanted to buy tips now I m pretty clear to buy it.
One more fact tips industries MD's son is girish kumar (Ramaiya Vastavaiya movie)
Also in borad
Yes that's correct
Am I too late here now to invest in saregama?
Very detailed information of total music industry.👍🏻 Thanks
Thank you
Excellent presentation and detailed explanation. very nice.
Thank you
Presented quality data in a good way visually
Sir please do videos in English, you have great potential and technical knowledge.
Excellent analysis 👌🌺👍
Thank you
Thanks 😇🙏
Wonderfully detailed fundamental analysis of the 2 companies that I am very interested in. I think you saved me atleast a week's research labour.
IMHO, These 2 could be multi year multi-baggers. Thank you from the bottom of my heart for providing such a comprehensive analysis.
Thank you
Excellent video...such detailed analysis is very rare now a days
Such a comprehensive analysis.. Loved it
Thank you
@@ValueEducator appreciate your efforts in educating us..thank you
Cold you also share ppt with us?
It's given in description
Superb Analysis.
Thanks
Just awesome
Thank you
Amazing 👏 work my friend
Thank you
Excellent sir, thank you for your valuable information ❤
You are welcome
I never had any idea about music label companies, this video gives overall understand of music industry as well as all major players and future prospects. Thanks a lot for such a wonderful information.
Thanks
I watch and listen music only on TH-cam and that's also free
thank you for this valuable information
You have covered everything. Fabulous insight… thanks a lot for this. Only one aspect has been left untouched that’s which one is better at this stage. Valuation wise and future prospect wise
Thanks
Thanks for your analysis, would hep us for our investment.
Thank you 🙏
Very Deep analysis of music industries. Thanks
Welcome
Excellent communication about music industry
Thank you
Thanks sir 🙏🙏🙏
I only use Spotify for listening songs and TH-cam for gaining knowledge
I would bet on sare gama bcoz of there huge song collection which gives them the bargaining ability with the deals.
Very well explained 👍👍
Very knowledgeable
Big thank you to you.
Very well explained,👌
Thanks
very informative video
Thank you
Excellent sir
Thank you
Plz make other analysis more then 7/8 hour Sir ji
What is best Stock for long term,
Saregama or Tips?
Please reply.
Thank you.
Really great bro
Thanks
Saying that hardware is bad capital allocation is probably 1st level thinking.
If you think about the mindshare that saregama is aquiring, then you'll realize that launching hardware to gather mindshare has been a consistent strategy for all software giants like Google, Amazon through Google home, and echo. While the selling margin of carvaan is low, we need to think in terms of potential mindshare captured. Agar grandparents ke through children sunenge toh woh bhi search karenge
You also didn't compare the contraction of tips music streaming revenue wrt saregama revenue which has been growing very stable way. Why? Think about it.
Is there any possibility that we can buy shares of unlisted players, t series, Aditya music...?
ñîé
Wonderful
Thanks for watching the video
excellent analysis
Thank you
Aashiqui is not Tips and Arijit Singh is not under tips. Plus Arijit Singh did not start with Aashiqui
Very nice video
Nice
Ek video automotive company pe banaye
god bless you
Thank you
good video.
Thank you
Good work
Good analysis
Thank you
sir
what about zee entertainment
Zee entertainment is not in music label
@@ValueEducator Zee Music Ltd is label co for Zee Studio Content.
do not you feel they are trading at a premium valualtions
sir 🙏🙏
Bahar banake aau kabhi, o beta jeet songs(saregama label marketing👍)
Incredible
Hii Value Educator nice videos
Thank you
Awesome
What you've said about purchase vs produce is not true at all. Saregama actually does produce their own songs. They don't just purchase from market.
While they don't have exclusive tie ups, but they do produce.
I will buy Saregama below 1000 Rs
🙏🙏
👌🏼👌🏼👌🏼👌🏼👌🏼
Thank you