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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI363: Valuing Universal Music Group w/ Shawn O'Malley
Description: In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Universal Music Group’s stock and what the music industry looks like from music labels’ perspective.You’ll learn why Universal Music Group is a more reliable bet on the music industry than Spotify, why music labels have such compelling economics, Bill Ackman’s rationale for owning Universal, how AI could impact the music industry, and whether Universal is currently undervalued, fairly valued, or overvalued, plus so much more!IN THIS EPISODE, YOU’LL LEARN00:00 - Intro00:19 - Why Universa...