Darspal S Mann
Long/short equity, growth at reasonable price, special situations, deep value

Eros Is Ready For Primetime

In the next few weeks, India will be done with its national elections and Eros Plc. (NYSE:EROS) is well positioned to benefit from resumption of media & entertainment consumption, after months of news & current events dominating the national media. The near-term boost is an opportunity to take a closer look at this recently listed (In the U.S.) business and a great play on domestic media & entertainment consumption in India.

Besides the strong macro trends favoring the industry, recent efforts by the company to monetize its large library of films, expanding distribution channels and a decent line-up of new releases bode well for the coming quarters. The Eros model is much more conservative, compared to a typical...

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