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Joe Boskovich on WildBrain $WLDBF

Joe Boskovich on WildBrain $WLDBF

FromYet Another Value Podcast


Joe Boskovich on WildBrain $WLDBF

FromYet Another Value Podcast

ratings:
Length:
82 minutes
Released:
Feb 18, 2021
Format:
Podcast episode

Description

Joe Boskovich, a partner at Old West Investment Management, dives deep into his investment thesis on WildBrian (WLDBF), including why he thinks Apple could drive the Peanuts brand to the next level and how WildBrain Spark could be a huge growth story.Joe's Twitter: https://twitter.com/boskovic64Old West Investment website: https://www.oldwestim.com/pressChapters0:00 Intro2:10 Quick discussion of IDT and their spins5:55 WildBrain investment thesis overview21:30 Devil's Advocate: Haven't these franchises been passed around a lot?35:00 Could the Apple partnership get the Peanuts brand growing again?46:35 WildBrain Spark: just another YouTube channel, or real growth asset?1:00:45 How does this compare to LGF's valuation?1:10:55 Quantifying WildBrain's upside ~3 years out1:19:30 Bonus point: could WildBrain go D2C?
Released:
Feb 18, 2021
Format:
Podcast episode

Titles in the series (100)

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer