WMG
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by Yet Another Value Podcast 1mo ago
LONG1mo ago
“I want to own businesses where the market thinks they're disrupted by AI, and I think they're literally going to be worth more … you can move the content to a…”Yet Another Value Podcast · Jonathan Cohen
Content IP holders compound past distributors; pricing power and re-routable catalogs re-rate the rightsholder.
WMGLONG@ $28.66
$26.34-8.11%
since call Jun 21
peak +5.8%