Universal Music Group

also referred to as: universal music

3 statements across 3 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jan 21, 2022 by Ali Partovi · said 10 times in 6 episodes since 2022 · across every show →

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brought up most by Bill Ackman (5), Harry Stebbings (3), Scooter Braun (1), Ali Partovi (1)

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Everything said about Universal Music Group, oldest first

Jan 21, 2022
What-if
Partovi: Defying Universal Music in 2007 would have risked iLike's existence
“I wish we had not folded. I wish we had stayed Strong basically told them to go fuck themselves. That would have risked our entire company.”
Ali Partovi Jan 21, 2022 ▶ 29:13 20VC: How I Lost a $125M Deal with Yahoo by Being Too Honest, The M&A Meeting with Steve Jobs That Did Not Go Well and How U2's Bono Saved The Day For One Tech Startup with Ali Partovi, CEO @ Neo
Mar 20, 2023 bullish
Prediction Open · timeframe Mar 2033
Ackman: Universal Music Group is the best 10-year long holding
“Well, I would say of the businesses we own, I would say in an uncertain world, you got to own universal music company, universal music group. Because the one thing I'm confident about is more people will have music subscriptions or be streaming music from what…”
Bill Ackman Mar 20, 2023 ▶ 53:56 Bill Ackman: SVB Collapse; Biden vs Trump; How I Lost $400M on Netflix; Bill's 10-Year Long | E991 · 20VC with Harry Stebbings
Feb 9, 2024 positive
Assertion Not checkable as stated
Ackman: Universal Music Group has very little debt and high predictability
“If you're investing in the world's most dominant music company, Universal Music, it's, has very little debt. It has a great market position. You can predict business with a very high degree of confidence, and you're buying it at a fair price.”
Bill Ackman Feb 9, 2024 ▶ 11:19 20VC: Doug Leone, Bill Ackman, Bill Gurley and Orlando Bravo on "Does Price Matter"; When to Pay Up vs When to Stay Disciplined, The Biggest Lessons on Price Discipline from 8 of the World's Best Investors
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