- Thunderbird Entertainment represents a fast growing way to play the massive secular tailwinds surrounding content demand.
- The business is currently at an inflection point which should provide opportunities for revenue growth, EBITDA growth and margin expansion.
- Management is smart, experienced and aligned with shareholders in wanting to drive a positive outcome.
- Shares trade at a cheap absolute valuation as well as a massive discount to recent M&A activity in the space.
For further details see:
Thunderbird Entertainment: A 'Pick And Shovel' Way To Play The Content Boom