Firm Returns
by James Goodwin
Podcast discussing value investing and recent write-ups on firmreturns.com.
Podcast episodes
FRW Ep. 23 - 2023 box office figures, streaming ratings, and the UK financial services sector
Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest. Chapters:0:00 Introduction 1:00 2023 global box office figures (WBD) 18:00 Young Sheldon tops the weekly US streaming charts (WBD) 23:52 Aviva completes Optiom acquisition (AV) 25:03 Taking the temperature of the UK Financial Services sector (DSW) You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2024-01-06/ Where you can also subscribe to my free newsletter to get the articles in your inbox each week. I'm on Twitter at: https://twitter.com/FirmReturns
FRW Ep. 22 - WBD acquires BluTV, and a look at recent film performance
Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest. Chapters:0:00 Introduction 0:48 WBD acquires BluTV 04:20 Wonka and Aquaman 2 ticket sales 14:43 Assorted other topics You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-31/ Where you can also subscribe to my free newsletter to get the articles in your inbox each week. I'm on Twitter at: https://twitter.com/FirmReturns
FRW Ep. 21 - Factors impacting the dry bulk charter market, and updates on WBD and TBLD
Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest. Chapters:0:00 Introduction 1:03 Factors impacting the dry bulk charter market (TMI) 13:13 Paramount merger talk (WBD) 20:50 Details of the equity raise (TBLD) 41:47 Versus Evil shut down (TBLD) You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-24/ Where you can also subscribe to my free newsletter to get the articles in your inbox each week. I'm on Twitter at: https://twitter.com/FirmReturns
FRW Ep. 20 - Newsletter overview, and updates on TMI, WBD, and TBLD
Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest. Chapters:0:00 Introduction 1:18 Newsletter overview 10:56 Half-year report (TMI) 32:32 Board changes (TMI) 33:12 Spotify podcast deal (WBD) 35:21 Wonka (WBD) 37:00 Deadside update (TBLD) You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-17/ Where you can also subscribe to my free newsletter to get the articles in your inbox each week. I'm on Twitter at: https://twitter.com/FirmReturns
FRW Ep. 19 - Important update on tinyBuild (TBLD), and other news for ECOR, WBD, and TMI
Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest. Chapters:0:00 Introduction 0:58 Trading update and equity raise (TBLD) 24:38 Four Mile legal ruling upheld (ECOR) 26:33 Max in Verizon bundle (WBD) 27:44 Upcoming releases (WBD) 34:38 Vessel sales (TMI) 35:33 Baltic Handysize index (TMI) You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-09/ Where you can also subscribe to my free newsletter to get the articles in your inbox each week. I'm on Twitter at: https://twitter.com/FirmReturns