Playboy (PLBY Group) with Rod Alzmann
Chit Chat Stocks
00:00
The Bear Case for the Playboy IP
The board is five people, two of which are Ben Cone and Sue Hill Rizvi. My view is that if someone, some firm, did pursue that route, without first having discussions with the chairman, they could simply counter at the same price. I still think that even in bad, if they get bad, pro seed takes for all of these, the creator platforms are zero. We only get 10 million for lovers, 15 for the art collection, 135 for 100 per day. That's kind of my bear case right now.
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