Show notes
Joe Boskovich, a partner at Old West Investment Management, dives deep into his investment thesis on WildBrian (WLDBF), including why he thinks Apple could drive the Peanuts brand to the next level and how WildBrain Spark could be a huge growth story.Joe's Twitter: https://twitter.com/boskovic64Old West Investment website: https://www.oldwestim.com/pressChapters0:00 Intro2:10 Quick discussion of IDT and their spins5:55 WildBrain investment thesis overview21:30 Devil's Advocate: Haven't these franchises been passed around a lot?35:00 Could the Apple partnership get the Peanuts brand growing again?46:35 WildBrain Spark: just another YouTube channel, or real growth asset?1:00:45 How does this compare to LGF's valuation?1:10:55 Quantifying WildBrain's upside ~3 years out1:19:30 Bonus point: could WildBrain go D2C?