KJP Posted March 1, 2021 Share Posted March 1, 2021 Wildbrain As a connoisseur of children's programming, I was shocked to learn how many brands and titles these guys own. I'm in WLDBF too, was gonna see if there was a thread and if not start one when I get time. They own 80% of Peanuts among others and have a really interesting vertical integration from content development through consumer products sales. Yep .. a really compelling monetisation story backed by strong execution (former Marvel executive), solid cash flows, really attractive multiple and lots of great kids content that is in demand by Netflix, DreamWorks and AppleTV+ besides one of the largest presence on YT. And a tight float to boot. I like the runway here for sure. Kids content much better for product sales. Their YouTube channels do insane numbers. I like the CEO's focus on quality over quantity for new content creation. Do you guys know where I can find a write-up or can you start a thread on the company? Always interested in Canadian small-caps. Thanks! Not a writeup, but Andrew Walker's podcast with Joe Boskovich on Wildbrain may be useful: https://yetanothervalueblog.com/podcast Link to comment Share on other sites More sharing options...
SafetyinNumbers Posted March 1, 2021 Share Posted March 1, 2021 Added some more ELF.TO Earnings should be out this week (tomorrow?). Reported NAV will likely be 2x+ share price, NCIB renewal and a special dividend potentially also on tap. Link to comment Share on other sites More sharing options...
cubsfan Posted March 2, 2021 Share Posted March 2, 2021 BABA - $255 More BABA - $239 Link to comment Share on other sites More sharing options...
LC Posted March 2, 2021 Share Posted March 2, 2021 BABA - $255 More BABA - $239 They are certainly under some scrutiny. Jack Ma's pseudo fall-from-grace, the regulatory probe, Ant's shelved listing, etc. Is the thesis here a generic mean reversion? E.g. Competition is overblown, the underlying business can continue to generate meaningful profits, the regulatory/news-driven "cloud" will one day lift, etc.? Link to comment Share on other sites More sharing options...
fareastwarriors Posted March 2, 2021 Share Posted March 2, 2021 a bit more INDT Link to comment Share on other sites More sharing options...
cubsfan Posted March 2, 2021 Share Posted March 2, 2021 BABA - $255 More BABA - $239 They are certainly under some scrutiny. Jack Ma's pseudo fall-from-grace, the regulatory probe, Ant's shelved listing, etc. Is the thesis here a generic mean reversion? E.g. Competition is overblown, the underlying business can continue to generate meaningful profits, the regulatory/news-driven "cloud" will one day lift, etc.? Yeah, good questions. Basically, you are paying a fair price for a great business with a large moat. Not a cigar butt price, but a troubled price vs the opportunity. Still growing at a 30%+ clip, with tentacles in so many lines of business and countries in the Far East, let alone China. You can look at it on PE basis - PEG below 1. Regarding regulations, China, and Jack Ma - this will never be a Berkshire size position for me (20%+) - but 1-5%, I'm ok with. But you're certainly hitting on why BABA is discounted. If the price continues to fall, I'll keep adding up to 4-5%. It's a great dominant business. The thesis would be the bad news will subside, now that Jack has been slapped around, and the price will eventually reflect the revenue growth rate. Link to comment Share on other sites More sharing options...
shamelesscloner Posted March 2, 2021 Share Posted March 2, 2021 Shinoken 1105 JPY Link to comment Share on other sites More sharing options...
LC Posted March 2, 2021 Share Posted March 2, 2021 Thanks Cubs - appreciate the commentary. Link to comment Share on other sites More sharing options...
cubsfan Posted March 2, 2021 Share Posted March 2, 2021 Thanks Cubs - appreciate the commentary. Of course! You're my favorite jokester around here! Link to comment Share on other sites More sharing options...
fareastwarriors Posted March 3, 2021 Share Posted March 3, 2021 More INDT Link to comment Share on other sites More sharing options...
thepupil Posted March 3, 2021 Share Posted March 3, 2021 More INDT i mean all the cool kids are doing it. I just bought a smidge more, pretty much replacing trims in the $60's/$70's. Link to comment Share on other sites More sharing options...
valuepickr Posted March 3, 2021 Share Posted March 3, 2021 Shinoken 1105 JPY how you buying Shinoken ? This is not listed in US Link to comment Share on other sites More sharing options...
shamelesscloner Posted March 3, 2021 Share Posted March 3, 2021 Shinoken 1105 JPY how you buying Shinoken ? This is not listed in US Through Interactive Brokers with trading permission for Japan. I've heard it's also available through Fidelity as ADR but have not confirmed. Link to comment Share on other sites More sharing options...
Williams406 Posted March 3, 2021 Share Posted March 3, 2021 Added to INDT around $57 and change. double-checked the ticker on my orders since I didn't want to inadvertantly buy something like "Independence Trucking" stock. GRIF was easier. Change is hard. Link to comment Share on other sites More sharing options...
cubsfan Posted March 3, 2021 Share Posted March 3, 2021 Costco - $324 Link to comment Share on other sites More sharing options...
ValueArb Posted March 3, 2021 Share Posted March 3, 2021 tried looking for loss making companies trading at over 400x sales, with a market cap $1B or higher. Sigh, list is long one to go through. Link to comment Share on other sites More sharing options...
AzCactus Posted March 3, 2021 Share Posted March 3, 2021 Also adding some costco here. Link to comment Share on other sites More sharing options...
BG2008 Posted March 3, 2021 Share Posted March 3, 2021 Added some INDT at $60 Link to comment Share on other sites More sharing options...
Spekulatius Posted March 4, 2021 Share Posted March 4, 2021 COST, AMZN and a small add to VNT Link to comment Share on other sites More sharing options...
shamelesscloner Posted March 4, 2021 Share Posted March 4, 2021 AVAN at $10.05 Link to comment Share on other sites More sharing options...
balaparavi Posted March 4, 2021 Share Posted March 4, 2021 Shinoken 1105 JPY how you buying Shinoken ? This is not listed in US Through Interactive Brokers with trading permission for Japan. I've heard it's also available through Fidelity as ADR but have not confirmed. OTCMKTS: SHIOF. This is ticker of the ADR Shares. Link to comment Share on other sites More sharing options...
cubsfan Posted March 4, 2021 Share Posted March 4, 2021 PANW - $342 - Palo Alto - dominant cloud security/infrastructure Link to comment Share on other sites More sharing options...
fareastwarriors Posted March 4, 2021 Share Posted March 4, 2021 AVAN at $10.05 AVAN at 10 Link to comment Share on other sites More sharing options...
fareastwarriors Posted March 4, 2021 Share Posted March 4, 2021 Added some INDT at $60 More INDT at high 50s Link to comment Share on other sites More sharing options...
shamelesscloner Posted March 4, 2021 Share Posted March 4, 2021 AVAN at $10.05 AVAN at 10 Braggart ;) Link to comment Share on other sites More sharing options...
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