Rohit Chauhan presented his in-depth investment thesis on Shemaroo Entertainment (India: SHEMAROO) at Asian Investing Summit 2019.

Thesis summary:

Shemaroo Entertainment is a content aggregation company. Shemaroo sources movie titles in Hindi and regional languages in India. The company has been in this business for over 20 years, and now has a catalog of 3700+ titles. The company has performed the role of a supply aggregator from a fragmented producer base for the traditional media segment, such as cable and satellite television. The company is now positioned favorably for the digital media segment, including OTT apps, YouTube and various telecom providers. Video consumption, as part of the digital media segment, is expected to grow by 10X in 3 years. The growth will be driven by 90%+ reduction data charges and doubling of smartphone users to 500 million+ by 2020. The market continues to discount the company at 12 times earning ignoring the growth opportunities in its target markets.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

About the instructor:

Rohit Chauhan is an Engineer / MBA with 20+ years of experience in different functions in large corporations in India and abroad. Rohit was introduced to the Investment world in the mid-90s when he started managing his family’s Finances. He learnt the basics by reading financial newspapers and books, and from his mistakes in the early days. Rohit’s approach towards investing changed when he came across the book ‘The Warren Buffett Way’. He got interested in Value Investing and started reading books from legendary investors like Benjamin Graham, Philip Fisher and other greats in this field. Their teachings have formed the bedrock of his investment philosophy. Over the years, Rohit has also learnt to apply the behavioural aspects of investing to his process. Rohit has followed the ‘Value Investing’ philosophy for the last 15+ years in managing his capital.