North Media's Evolution and Challenges

This chapter explores North Media's shift from a declining legacy business focused on leaflet distribution to a growing tech sector, including their digital services and challenges in ventures like BKey. It also discusses the company's strategic investment portfolio and financial health, highlighting the implications of societal shifts towards digital marketing and the competitive landscape.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

IN THIS EPISODE, YOU’LL LEARN:

01:25 - Why Stig is bullish on the small-cap company North Media A/S. (Ticker: K9041B139)
35:46 - Why Stig just bought Prosus (Ticker in the US: | Ticker in Europe: PRX) as one of his four stocks in his portfolio.
45:37 - Why Tobias is bullish on First American Financial. (Ticker: FAF)
50:46 - What the patterns typically is for a bear market.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
North Media financial reports and investor relations material.
The slide deck of First American Financial. Make sure to check out page 7.
Learn more about Prosus and the Net Asset Value.
Peter Theil's video, Competition is for losers.
Mastermind Discussion Q2 2022.
Mastermind Discussion Q1 2022.
Mastermind Discussion Q4 2021.
Mastermind Discussion Q3 2021.
Our FREE stock analysis resource, Intrinsic Value Index.
Subscribe to our FREE Intrinsic Value Assessments.
Tobias Carlisle's podcast, The Acquires Podcast
Tobias Carlisle's ETF, ZIG.
Tobias Carlisle's ETF, Deep.
Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book
Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com
Tweet directly to Tobias Carlisle.

SPONSORS

Support our free podcast by supporting our sponsors:

Bluehost
Fintool
PrizePicks
Vanta
Onramp
SimpleMining
Fundrise
TurboTax

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests