As technology and software evolves, the media landscape is increasingly shifting from “linear” to “digital”. While innovations like the metaverse – or virtual shared space – grab all the headlines, this paradigm shift extends beyond Mark Zuckerberg’s grand vision.
Take the gaming industry for example. People engage more in “social gaming” which has led to the explosive popularity of platforms like Twitch. Viewers can now watch gamers stream Fortnite matches for hours and as the gaming industry continues to innovate, video games will consume an increasing amount of people's time and mindshare.
In the streaming industry, companies like Netflix and Hulu are embroiled in an increasingly competitive battle for high quality content and subscribers' "mindshare" as more streaming options become available. What does the future of the “Streaming Wars” look like?
Listen to this webcast with host of "The Business Brew" podcast, Bill Brewster, and the President of Arevilo Capital Management, Francisco Olivera, for a discussion on media paradigm shifts and investment opportunities in the entertainment and media space.
Moderated by Jamie Catherwood, Founder of Investor Amnesia, this conversation covers:
There is a great Q&A session at the end with Bill and Francisco.
Please note: For this series, we are unable to accept registration from employees of financial services and consulting firms. Regretfully, we must cancel registrations from these entities.
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Jamie Catherwood, Moderator
Founder of Investor Amnesia
Founder of Investor Amnesia and an Associate at O'Shaughnessy Asset Management. He publishes a weekly financial history newsletter to 14,000 subscribers. His work has been featured in the Wall Street Journal, Financial Times, Bloomberg and more.
Bill Brewster, CFA, JD
Host of "The Business Brew" Podcast
Full time private investor under Sullimar Capital, and host of popular investing podcast The Business Brew. In addition, Bill co-hosts the successful "Value After Hours" podcast.
Francisco Olivera
President of Arevilo Capital Management
Co-Founder and President of Arevilo Capital Management, founded in 2014. From 2011 to 2013, Francisco worked as an analyst in J.P. Morgan’s Financial Sponsor Group within the investment banking division.
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