

Prof G Markets: The Broken IPO Market, Disney’s Parks Investment, and Buying FTX Bankruptcy Claims
19 snips Sep 25, 2023
Ed Elson, a Prof G media analyst, joins to dissect the recent tech IPO landscape, pondering whether public markets are in decline. He shares insights on Disney's massive $60 billion investment in its parks, exploring its implications for the entertainment giant's future. The discussion also dives into the FTX bankruptcy saga, unraveling family dynamics and strategies for navigating distressed assets. Listeners will gain a fresh perspective on where to find potential recovery in today's challenging market.
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Oddity IPO Experience
- Scott Galloway invested in Oddity's IPO, which initially performed well but then declined.
- This mirrors a trend of IPOs experiencing a short-term pop followed by a retreat.
Declining IPO Market
- IPO valuations have decreased, leading to recalibration and lower prices.
- The IPO market is losing relevance due to better private market options.
Disney's Park Success
- Disney's parks business thrives with high margins and little competition.
- Investing in parks is smart, focusing on opportunities, not problems.