Show Notes
Investors have poured more money into music than ever before. Music as an asset class if hotter than ever,. But the public markets have discounted the value of music companies:
UMG stock is currently trading near its all-time low
WMG trades at a discount on its earnings relative to UMG
RSVR is going through a takeover attempt
Several publicly traded music companies have been taken off the public markets
This is a huge disparity, and it was time to explain why.
In this solo episode, I break down this paradox. We will also connect the dots to real estate, the post-2021 repricing, and why more take-private attempts may be ahead.
CHAPTERS
00:10 Private vs Public Money in Music
07:26 Similarities in Music
08:19 2021 Reset
15:10 WMG and UMG
24:02 What’s Ahead
SPONSORS
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Linktree: Share music, sell merch, and connect with fans on one simple link. Linktree is the #1 link in bio tool that musicians and artists use to connect fans to everything they do.
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