Switching channels: investing in Netflix, ITV and online channels

09/05/24 • 31 min

Navigating the new media landscape: Susannah and Sarah take a look at the challenges facing the media industry, covering the drop in popularity of traditional television, the rise of streaming services and online competitors and the impact on advertising revenue.

Plus, Matt Britzman, senior equity analyst at HL, gives his thoughts on some listed companies affected by changes in the industry.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.

Hosted on Acast. See acast.com/privacy for more information.

Plus, Matt Britzman, senior equity analyst at HL, gives his thoughts on some listed companies affected by changes in the industry.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.

Hosted on Acast. See acast.com/privacy for more information.

Previous Episode

The Supermarket Sweep: Investing in Tesco, Asda, Ocado, and Sainsbury’s

In this week's episode, Susannah and Sarah delve into the world of the UK’s supermarkets in the midst of multiple lock-downs, Brexit and a cost-of-living crisis. We also take a look at the wider impact on retail behaviour and the supply chain as a whole.

Matt Britzman, equity analyst at HL, unpacks what's happened with some of the biggest household names, touching on Sainsbury’s, Ocado and Tesco.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.

Hosted on Acast. See acast.com/privacy for more information.

Next Episode

Homing in on Property: from buy-to-let to investing in property companies

Susannah and Sarah discuss the pressures on buy-to-let mortgages, from legislation to mortgage rates, house prices and the impact of changes to capital gains tax - with property veteran, Jeremy Leaf. Helen Morrissey, head of retirement research, explores buy-to-let for retirement and the expected upcoming boost to the state pension.

Matt Britzman, senior equity analyst at HL, also spotlights some companies to watch in the sector, including Taylor Wimpey and Ibstock.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.

Hosted on Acast. See acast.com/privacy for more information.