PIWORLD audio investor podcasts
Business:Investing
00:36 Ian’s background
01:47 Main themes in media & tech
04:10 The effect of Apple’s #APPL privacy policy
08:30 Facebook’s #FB new branding to Meta Platform Inc
12:18 Is now the time to invest in Facebook/Meta #FB?
13:44 Why were Tremor #TRMR and Trade Desk #TTD unaffected by Apple’s privacy changes?
16:01 What media and tech stocks look interesting now? #WPP & #ITV
21:22 Will traditional linear TV be affected by subscription video on demand, eg. Netflix #NFLX, Disney #DIS?
25:25 Pearson #PSON
About Ian Whittaker
Current City AM Analyst of the Year and twice winner of the award, Ian is founder of Liberty Sky Advisors, a boutique advisory and consultancy business focused on the Media and Tech spaces, as well as a co-founder of Bearstone Advisors, which focuses on European M&A in Media and Tech.
Ian has over 20 years' experience working in the City where he was recognised for his industry knowledge across all parts of Media, Digital and Marcoms. With a proven track record of being ahead of the curve in understanding industry dynamics and the implications for companies, he is a regular columnist for Campaign, City AM and VideoWeek and has made numerous media appearances including Bloomberg, Sky News, CNBC and Radio 4. He is a regular speaker at major industry events and conferences.
His subscription service The Bigger Picture focused on explaining the Media and Tech sectors from a wider perspective, can be found at www.ianwhittakermedia.com
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The Pebble Group (PEBB) Full Year Results 2023 - March 2024
Inspired (INSE) Full Year 2023 overview - March 2024
Somero Enterprises (SOM) Full Year 2023 results presentation - March 2024
Eagle Eye (EYE) H1 FY24 results presentation - March 24
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Fintel (FNTL) Full Year 2023 results presentation - March 24
SThree (STEM) FY24 Q1 Trading Update - March 2024
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