Equity Environment Visibility: Themes and Trends for Media / Entertainment

New theme is that of visibility” – logging what I do know and knowing what I don’t know

Media / Entertainment

  • “Access Economy” – preference for experiences over ownership (and subsequent declining savings) (affecting capital allocation policies of younger people)
  • Abolition of Advertising by coercion and rise of advertising by engagement (entertaining ads, targeted ads based of search queries)
  • Evolving distribution frameworks (OTT, On-Demand) based on transition from cable / networks to internet models