Why Reading and observing different trends matter.
Time for a thread with a live example that is playing out in front of us! 🎵🎵
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"Disney is an amazing example of autocatalysis. They had all those movies in the can.
A live example is the Music Licensing Businesses like Saregama and TIPS. Both the businesses suffered
https://t.co/ukl1HUYCOI
Multiple Lollapalooza come together to create extremely strong trends.
https://t.co/zdusVUBEIe
1. Growth of streaming business
2. Growth of Youtube viewership in India
3. Increasing internet penetration
4. Usage of retro music and remix in sitcoms, and by OTTs.
5. Insta reels
6. Finally, an optionality of Audio NFT!
Watch our Saregama Video🎵🎵 to know more about how autocatalysis is playing out! (positively biased)
https://t.co/hfe6zfy8lt
More from Intrinsic Compounding
Sequent will teach many people about what Hyperbolic Discounting and Myopic Loss aversion means. 2 Mental models which an equity investor has to understand about. No other way. Disc: invested, not a reco
Having multiple facilities accredited with certifications from the best authorities from globe is a hidden moat in itself... 10-20% pop and then retracement should not shake confidence... Business focus and longevity should build conviction
— Harinder S Nanda (@harindersnanda) July 14, 2021
\U0001f436\U0001f431\U0001f434\U0001f42e\U0001f437\U0001f411@unseenvalue @soicfinance