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Sahil Sharma

@sahil_vi

Jan 26

#tips & #saregama

I am analysing their growth numbers (for the main YouTube channels). Looks like:
1. Tips is growing subscribers at 15%, views at 25% cagr
2. Saregama is growing subscribers at 30%, views at 40% cagr

Can be part of reason for valuation differential.

🙏

Mango music is growing subs at 15%, views at 25%. In fact this combo is most common among all the different labels.

T series stands out. Growing subs at 20%, views at 27% cagr. Despite being largest YT channel on earth.

Aditya music has been referenced by people multiple times.

Aditya music is growing subs & views at 65-80% cagr. Absolute monster growth happening here.

Read 4 tweets

Sahil Sharma

@sahil_vi

Jan 25

FINALLY
the much awaited capital allocation.

Arrrrghh for not doing it before the concall. Would have loved to know when this will hit out P&L.

The p/e ratio just dropped by some % overnight due to this allocation.

All these amazing songs are not a part of saregama catalog.

I might just start nibbling at that LC

DISC : NOT investment advice. Do your own due diligence. I am invested.

6.8k videos on channel.
1.5k songs.
3.5 billion views.

Read 5 tweets

Sahil Sharma

@sahil_vi

Jan 24

Anything wrong in nykaa ?

Why is Zomato falling ?

CHAL KYA RAHA HAI

Answer :
What the fed giveth, the fed taketh away. BAAP won't work

Guess what is NOT falling 7-8%? Your good ol school idfc first 🏦

Any guesses which portfolio stock is up 2% while smallcap index down 3%?

Look at how Sona is not Sona any more.

Saregama mei toh you won't even find any sellers.

Read 4 tweets

Sahil Sharma

@sahil_vi

Jan 21

@LuckyInvest_AK

With investors like @LuckyInvest_AK ashish Kacholia sir investing in it, let us look at one of the largest listed e-pharmacies & why I invested in it 8 months ago.

Get ready for a long 🧵. Focus on process.

Please retweet if you find it useful.

A 🧵🧵🧵 on SastaSundar ⤵️

Outline:

0. Disclaimers
1. Industry Structure & Tailwinds
2. Business Model
3. Growth
4. Profitability
5. Equity Dilution & Fund raising
6. Digital Scuttlebutt
7. Valuations
8. Anti-thesis

0. Disclaimer
Before I start, some disclaimers. My sole reason to share these threads is to share with everyone how I do my research. It is to demonstrate to the retail investor the various ways in which they can have an edge over institutions.

Focus on the process.

Read 122 tweets

Sahil Sharma

@sahil_vi

Jan 20

Mastek Q3 results. What is happening??

The market expectations were tall. it was at TTM 37 p/e before results. The results are sort of a mixed bag.

1. The revenue growth was ONLY 4% QoQ. That's low given that even larger ones like Infy are growing at 7% QoQ.

In b/w lines: Management mentions that main reason is seasonality. Furlows in Q3 (lot of client development also stops in Q3). Management also mentions that 9M growth is 29% so longer term growth is strong.

Read 9 tweets

Sahil Sharma

@sahil_vi

Jan 20

Music to your ears. Music to my ears. 🎵🎵🎶🎶

Saregama Q3 result key takeaways:
1. Carvaan sales have picked up to 1.41 cr. But no new capital allocation here. QIP money deployed into music only.

In b/w lines:
No marketing spends on Carvaan.

Still multi quarter high sales volume. All the 700cr raised in QIP will only be deployed into music streaming & artiste management.

Wait what?

Look at the the right side of this pic. This is 1st time saregama has talked about entering artiste management space. They want to find & nurture young talent, give them saregama songs & then get a share of their earnings when they perform in real life. Interesting.

Read 8 tweets

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