TV - All Eyes On Undervalued Media Company Grupo Televisa

2024-03-27 12:16:18 ET

Summary

• Grupo Televisa is an undervalued media company with a diverse business model and high barriers to entry.
• The company focuses on producing Spanish-speaking content and has a large global audience and reach.
• The cable and Sky segments make up a significant portion of Grupo Televisa's revenue, while other businesses have been spun off into Ollamani.
• Shares are a buy with a price target of $8.

Investment Thesis

Grupo Televisa ( TV ) to most investors seems too foreign, complex, and leveraged for much interest. However, a closer look reveals a significantly undervalued media company that has many levers that can unlock value for shareholders. Recent spin-offs show that management is trying to simplify their business to make it a purer telecom and cable company, while giving shareholders a choice on what kind of business they want to invest in. Thus, Grupo Televisa remains a buy due to its vast library of proprietary content, large global audience and reach, and high barriers to entry.

A Global Media Company

Grupo Televisa is a media company that focuses on producing Spanish-speaking content to people around the world. Since the spin-off of their gaming, publishing, and soccer team businesses into Ollamani, the company now only has two segments going forward: Cable and Sky. According to the annual report ,...

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