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/boskovic64 Old West Investment website: https://www.oldwestim.com/press Chapters 0:00 Intro 2:10 Quick discussion of IDT and their spins 5:55 WildBrain investment thesis overview 21:30 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 out 1:19:30 Bonus point: could WildBrain go D2C?

Yet Another Value Podcast

Joe Boskovich on WildBrain $WLDBF

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.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.
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