Omnicom and IPG. What does it mean for the advertising industry. And why Nintendo is the next Disney
Dec 23 2024
Length: 25 mins
Podcast

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Omnicom and IPG. What does it mean for the advertising industry. And why Nintendo is the next Disney

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Summary
Two of the world's largest media and advertising holding companies are merging. What does this megamerger mean for the larger advertising and media ecosystem? Is this going to unlock value and drive growth? Or is this a defensive play in order to prevent the house of cards from toppling?

Nintendo has been a great company for decades, but a relatively unimpressive investment since 2021. Is it time to relook at this stock? Can Nintendo create a larger footprint beyond gaming? Is there an investing thesis to be had?

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