ITV
📺 ITV is a UK-based television company similar to A3 Media or TV1, but with a strong content creation arm (ITV Studios).
💡 The company produces popular shows like “Love Island,” which generate significant viewership and social media engagement.
💰 ITV Studios’ consistent content creation and solid dividend payout are undervalued by the market.
📈 The company’s advertising revenue stream, typical of traditional television, complements its content business.
@Academiadeinversion:
“ITV is an example of, it seems to me that the issue of rhetoric is very strong in markets, and it is another example that we see a great disparity in price versus valuation. ITV, for people who don’t know it, is a television company like A3 Media or TV1, all these types of televisions that we have here, or Mediaset, but it is the free-to-air television in the United Kingdom. What people don’t know about ITV, and what for us has special value, is that ITV has a studios business, which is basically content creation. Creating original content is very important, and content that people see. The thesis that everyone has with ITV is, ‘Who watches TV today?’ Well, I’m going to give an example of ITV. Who hasn’t seen ‘Love Island’ or a clip of that guy running on the beach on social media from ‘Love Island’? Well, ‘Love Island’ is an ITV program, and it reaches millions of people, either via television through its different formats with different televisions or via social media because who hasn’t seen the meme of that guy running on the beach? It surprises us a lot that a company that has consistently been creating programs of greater or lesser quality, but let’s say successful, does not have greater recognition in all that content issue because, in addition, the results are very consistent. They manage to pay a fairly solid dividend, and we believe that just the content issue should be worth a large amount of the company, and then you have the typical advertising revenue from any television.”
Watch the exact part of the YouTube video where Jorge talks about ITV PLC here:
View the video on YouTube.
Read more articles featuring the most recent analysis of ITV PLC (ITV) at this link: ITV stock.
