Our guest on Episode 7 was Jennifer McCarron, the CEO of Thunderbird Entertainment Group. Thunderbird is a 220 million Canadian dollar market cap company listed on the TSXV (Ticker: TBRD) in Canada. The company develops, produces, and distributes film and TV programs for customers such as Hulu, Disney, and Netflix. Jennifer started off as the Head of Production of Atomic Cartoons, Thunderbird’s animation division, and became CEO in 2018. Since Jennifer joined the company in 2011, the content world has changed dramatically, mainly due to the proliferation of streaming services. Given the dynamic nature of the content production industry, I was curious to hear from Jennifer about:

• How the company is positioned to continue to provide content to the large streaming players;
• Her thoughts on the high valuations other smaller studios have been selling for recently;
• What the company plans to do with the cash it generates;
• The distinct elements of the Thunderbird culture; and
• The factors that have allowed for the stock to perform so well over the last few years

*For full disclosure, Cove Street is NOT a Thunderbird shareholder.

Please enjoy the show at the following sites:

YouTube: https://youtu.be/bETJipAeDac
Apple: https://podcasts.apple.com/us/podcast/building-a-major-global-production-studio-with/id1579124518?i=1000548208331Podbean: https://compounders.podbean.com/e/building-a-major-global-production-studio-with-jennifer-twiner-mccarron-ceo-of-thunderbird-entertainment-tsx-v-tbrd-otcqx-thbrf/
Spotify: https://open.spotify.com/episode/3dhASVDRNttYYcwWbPsdU6

As always, if you have any comments, feedback, or guest recommendations, please contact us at podcast@covestreetcapital.com. You can also follow the podcast on Twitter @ https://twitter.com/CompoundersPod.

If you missed our last Compounders episode with Daniel Harari, Chairman and CEO of Lectra, you can view it here.

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