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Yet Another Value Podcast
Joe Boskovich on WildBrain $WLDBF
Feb 18, 2021
Joe Boskovich, partner at Old West Investment Management, dives deep into his investment thesis on WildBrian including the potential of the Peanuts brand with Apple and WildBrain Spark's growth story. They explore the challenges faced by WildBrain Spark due to COVID-19 and changes in advertising regulations. They also discuss the success of their distribution strategy and the possibility of launching their own A-Bod network.
01:22:04
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Quick takeaways
- WildBrain's intellectual flexibility allows them to value different businesses with different valuation processes.
- Spinoffs can create significant value despite concerns about alignment with shareholders.
Deep dives
Wild Brain: A Major Player in Kids' Content
Wild Brain is a company that has made a mark in the children's content and brands industry. They hold the distinction of being the largest owner of kids TV shows outside of major Hollywood studios. The company creates and distributes children's cartoons through various platforms like linear broadcast, streaming services, and their own advertising video-on-demand network called Wild Brain Spark. They also license consumer products based on their programs. What sets Wild Brain apart is their intellectual flexibility, allowing them to dive into different sectors and value varied businesses with different valuation processes. They focus on investing in owner managers and capital allocators aligned with shareholders, which underlies all their holdings.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode