Universal Music Group – Why we invested?

Universal Music Group, or UMG, is one of Sifter Fund’s latest investments. The company entered Sifter’s portfolio in January 2022, but why did Sifter invest in it? In short, UMG operates in a growing market, generates predictable and improving results, has sustainable competitive advantages, and it is available at a reasonable price.

UMG is a Dutch-American music company that was spun off from the French media group Vivendi in 2021. In this video Sifter analyst Olli Pöyhönen will explain how UMG makes its money and what its strengths are.

00:00 Introduction
00:06 Univesal Music Group (UMG) briefly
00:33 How does Universal Music Group (UMG) make money?
02:14 Global recorded music market
02:48 Quantitive strengths
03:14 UMG vs Warner Music vs Sony
03:41 Recorded music market shares
04:38 UMG recorded music revenue (old vs new)
05:16 Why artists choose UMG
07:09 UMG's recorded music revenue per artist
07:28 Penetration of paid music streaming services
08:05 UMG stock future outlook

Disclaimer: No distribution, no offer, no solicitation. This video may contain various information relating to collective investment schemes which shall not, in any case, constitute any distribution, offer or solicitation. None of the information in the presentation shall be considered as investment, legal or tax advice. No decision shall be made solely based on this video. In particular, it is strongly recommended to seek for qualified advice. The historical performance of the Fund is not a guarantee of future performance.

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