Trapital

Private Investors Love Music. Why Doesn’t Wall Street?


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Investors have poured more money into music than ever before. Music as an asset class if hotter than ever,. But the public markets have discounted the value of music companies:

  • UMG stock is currently trading near its all-time low
  • WMG trades at a discount on its earnings relative to UMG
  • RSVR is going through a takeover attempt
  • Several publicly traded music companies have been taken off the public markets
  • This is a huge disparity, and it was time to explain why.

    In this solo episode, I break down this paradox. We will also connect the dots to real estate, the post-2021 repricing, and why more take-private attempts may be ahead.


    CHAPTERS

    00:10 Private vs Public Money in Music

    07:26 Similarities in Music

    08:19 2021 Reset

    15:10 WMG and UMG

    24:02 What’s Ahead


    SPONSORS

    • Chartmetric: Listen in for our Stat of the Week
    • Linktree: Share music, sell merch, and connect with fans on one simple link. Linktree is the #1 link in bio tool that musicians and artists use to connect fans to everything they do.


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      TrapitalBy Dan Runcie

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