#037 | Media on the rise?

TV Today, Short Form Content & a case of Forward PE Multiples

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Hi Everyone!

This newsletter has been evolving ever since I started writing this almost 37 weeks back.

This week, I came across two interesting things related to the media space.


VIDEO KILLED THE RADIO STAR

For decades, alongside CNBC TV18, I have seen Aaj Tak being watched in my house. Curious with the popularity, I did some digging.

Turns out Aaj Tak is owned by the TV Today network and also owns digital assets – the most noteworthy being Lallantop News!

In fact, an extract from their Annual Report shows the market share data in the TV segment.

Compared to it’s peers, the TV Today group has negligible debt on it’s books and has also managed to ensure the digital capabilities are augmented better. (You can find out more about this in a deep dive we did this week on TV Today, here.)


SHORT FORM CONTENT, SHORT FORM ATTENTION

Ever since Tik Tok got banned and faced a lot of flak worldwide, content consumption habit has changed dramatically.

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