The Intrinsic Value Podcast - The Investor’s Podcast Network

MI363: Valuing Universal Music Group w/ Shawn O'Malley

Aug 5, 2024
Guest
Shawn O'Malley
Shawn O'Malley, a music industry analyst, dives into the dynamics of Universal Music Group's stock and its advantages over Spotify. He discusses the exciting economics behind music labels, revealing how streaming enhances music rights value. O'Malley shares insights on Universal's unique revenue streams, its strategic positioning in the market, and the impact of AI on music creation. Plus, he examines the current valuation of Universal and touches on its foray into health and wellness initiatives within the music realm.
Ask episode
Chapters
Transcript
Episode notes
1
Intro
00:00 • 2min
2
Financial Dynamics of Music Industry
02:05 • 11min
3
Universal Music Group's Strategic Evolution
12:58 • 9min
4
UMG's Evolution and AI Impact
22:03 • 9min
5
The Intersection of Music and Health: Pioneering Prescription Music
30:51 • 5min
6
Universal's Evolving Strategy in the Streaming Era
35:46 • 11min
7
Understanding the Valuation of Universal Music Group
46:29 • 5min