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Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a business they hope will become more valuable over time.
Episodes
Tuesday Mar 01, 2022
Tuesday Mar 01, 2022
Our guest on the show today is Eric Ellenbogen, the CEO and Vice Chairman of WildBrain. WildBrain is a 500 million Canadian dollar market cap entertainment company listed on the TSX in Canada. The company operates through two segments, Content Business and Canadian Television Broadcasting, and through those develops, produces, and distributes films and television programs worldwide. WildBrain’s intellectual property includes well known characters such as Snoopy, Strawberry Shortcake and Inspector Gadget.
Eric became CEO during the summer of 2019, after being the Co-President of Classic Media at DreamWorks and having served as the CEO of Marvel before it was acquired by Disney. Given Eric’s vast experience in the media content production industry, I was very much looking forward to talking to Eric about:
- WildBrain’s preferred business model, especially as it relates to holding onto IP versus simply selling shows to third parties;
- The opportunities for growth in the company’s Peanuts franchise;
- What he has learned by watching Disney expand the Marvel franchise that he can replicate at WildBrain;
- The strategy behind taking a hit show or popular character and turning those into consumer products revenue; and
- His thoughts on the high valuations studios have been receiving in recent deals.
This episode of Compounders: The Anatomy of a Multibagger is sponsored by Tegus, an innovative and disruptive company that is changing the way professional investors work. For more information, please visit: https://www.tegus.co/
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All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of Cove Street Capital or any affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.