00:36 Ian’s background
01:47 Main themes in media & tech
04:10 The effect of Apple’s #APPL privacy policy
08:30 Facebook’s #FB new branding to Meta Platform Inc
12:18 Is now the time to invest in Facebook/Meta #FB?
13:44 Why were Tremor #TRMR and Trade Desk #TTD unaffected by Apple’s privacy changes?
16:01 What media and tech stocks look interesting now? #WPP & #ITV
21:22 Will traditional linear TV be affected by subscription video on demand, eg. Netflix #NFLX, Disney #DIS?
25:25 Pearson #PSON
About Ian Whittaker
Current City AM Analyst of the Year and twice winner of the award, Ian is founder of Liberty Sky Advisors, a boutique advisory and consultancy business focused on the Media and Tech spaces, as well as a co-founder of Bearstone Advisors, which focuses on European M&A in Media and Tech.
Ian has over 20 years’ experience working in the City where he was recognised for his industry knowledge across all parts of Media, Digital and Marcoms. With a proven track record of being ahead of the curve in understanding industry dynamics and the implications for companies, he is a regular columnist for Campaign, City AM and VideoWeek and has made numerous media appearances including Bloomberg, Sky News, CNBC and Radio 4. He is a regular speaker at major industry events and conferences.
His subscription service The Bigger Picture focused on explaining the Media and Tech sectors from a wider perspective, can be found at www.ianwhittakermedia.com
PIWORLD provides investors with the latest news and insight about listed companies and their management through either live or recorded investor presentations, management interviews, Capital Market Days and corporate overviews, together with interviews with leading fund managers or esteemed private investors in the small cap world.
PIWORLD delivers high quality audio and video content to present anything from full-year & interim results to Capital Markets Days and corporate overviews. We bridge the gap between listed companies and the private investor community, who drive the share price and provide liquidity, providing a time and cost effective medium to reach this diverse and important audience.