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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 Twi ..read more

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 0:38 Aviva to acquire Optiom (AV) 2:58 David Zaslav interview at DealBook Summit (WBD) 10:17 Arkham trilogy released on Switch (WBD) You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-02/ 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 ..read more

Welcome to another episode of Firm Returns Weekly - a weekly show where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.Companies discussed in this episode include: Warner Bros. Discovery (WBD), tinyBuild (TBLD), and Aviva (AV).You can read the article here: https://www.firmreturns.com/firm-retu...Where you can also subscribe to my free newsletter to get the articles in your inbox each week.I'm also on Twitter: https://twitter.com/FirmReturns ..read more

In this episode I go through my latest update on tinyBuild, wherein I discuss the company's release pipeline, FY22 annual report, trading update, AGM and valuation.You can read the article here: https://www.firmreturns.com/tbld-update-18-07-23/I'm also on Twitter: https://twitter.com/FirmReturns ..read more

In this episode I cover my recent article on Warner Bros. Discovery (WBD) and a portfolio update.You can find the WBD article here: https://www.firmreturns.com/warner-bros-discovery-update-06-23/And the portfolio update here: https://www.firmreturns.com/portfolio-changes-31-05-23/I'm also on Twitter and LinkedIn ..read more

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 0:45 Taylor Maritime Investments (TMI) 3:36 tinyBuild (TBLD) You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-10-08/ 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 ..read more