Andrew KotliarinMEP CapitalWhat Right Do You Have?A recent lawsuit by music labels against AI companies Suno and Udio, along with the news of various media companies starting to license…Jul 30Jul 30
Andrew KotliarinMEP CapitalNot Your Grandma’s AdsIn the pursuit of uncorrelated returns by investors, segments of the media industry reliant on advertising have often faced scrutiny…May 21May 21
Andrew KotliarinMEP CapitalDrag and DropAs readers know, we are active investors in video content created specifically for digital platforms such as YouTube. Our engagement can…May 21May 21
Andrew KotliarinMEP CapitalCooks in the Sports Streaming KitchenOne of the most interesting headlines across the media industry this year has been the announcement of the joint venture between Disney…Feb 23Feb 23
Andrew KotliarinMEP CapitalOn YouTube and communismOn a recent podcast focused on IP rights valuation, we discussed the opportunities and risks of looking at YouTube channels as an…May 8, 2023May 8, 2023
Andrew KotliarinMEP CapitalThe Future of the Audio MarketWhile we most frequently find ourselves in the weeds on asset-level analysis, on occasion it’s important to pick up our head and check in…Mar 27, 2023Mar 27, 2023
Andrew KotliarinMEP CapitalLibrary assets: buying vs lendingA significant portion of MEP Capital’s investment activity involves us buying or lending against portfolios of film, TV, sports media, and…Feb 23, 2023Feb 23, 2023
Andrew KotliarinMEP CapitalTalent vs Suits, version 2022From the dawn of the media & entertainment industry, a recurring theme has been the antagonistic relationship between corporations and…Jan 16, 2023Jan 16, 2023
Andrew KotliarinMEP CapitalEverything is cost of capital all at onceThe topic of interest rates and their impact is hard to avoid these days, including in the media industry, as participants learn that…Dec 19, 2022Dec 19, 2022