Warner vs. Denis Ladegaillerie and Soho House's Public Woes: Talking Trends
Mar 12, 2024
auto_awesome
Discussing Soho House's financial struggles and a potential battle between Denis Ladegaillerie and Warner Music Group for control of Believe, with insights into market trends, strategic acquisitions, and the impact of public investment in the music business.
Transitioning into public trading can lead to scrutiny and market challenges for traditionally private entities like Soho House.
Hypnosis Songs Fund's public trading price disparity from internal value highlights the complexities of music-based investments and public perception.
Deep dives
The Implications of Public Money in Companies: Example of Soho House
Soho House, known for its success as a private club, faced challenges after expanding and transitioning into a publicly traded entity. This shift brought about scrutiny, including short selling that could potentially impact the company's future. The case of Soho House serves as a cautionary tale on the consequences of integrating public money into traditionally private entities and raises questions about stability in the face of market fluctuations.
Market Evaluations and Public Perception in the Music Industry: The Hypnosis Songs Fund Case
The Hypnosis Songs Fund's fluctuating market valuation highlights the disconnect between public perception and the intrinsic value of music-based investments. Despite a conservative reevaluation, the fund's public trading price remains lower than its internal estimated worth. This disparity underscores the challenges of public investment and the need for a deeper understanding of the industry's nuances.
Warner Music's Strategic Moves: Acquisition of Believe and Market Expansion
Warner Music's interest in acquiring Believe reflects a strategic push into key international markets and diversification of its artist portfolio. The potential acquisition aims to leverage Believe's strong presence in Asia to enhance Warner's global market share. Furthermore, by targeting middle-class artists, Warner seeks to tap into evolving music trends and establish a stronger foothold in the industry's competitive landscape.
On this episode of Music Business Worldwide's Talking Trends, MBW founder, Tim Ingham, is once again joined by US-based music biz veteran, Charlie D'Atri, to discuss two specific recent headlines from the world of entertainment: (1) A tough time on the public markets for private members' chain – and music industry favorite – Soho House; and (2) The increasing prospect of a battle between Denis Ladegaillerie and Warner Music Group to acquire control of Believe.
People and companies mentioned on this Talking Trends podcast include: Soho House, Hipgnosis Songs Fund, Merck Mercuriadis, Warren Buffett, Denis Ladegaillerie, Warner Music Group, Believe, Robert Kyncl, Ingrooves/Virgin Music Group, The Orchard, Willard Ahdritz, SoundCloud, and AWAL.
Get the Snipd podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered podcast player
Listen to all your favourite podcasts with AI-powered features
Discover highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share & Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered podcast player
Listen to all your favourite podcasts with AI-powered features
Discover highlights
Listen to the best highlights from the podcasts you love and dive into the full episode