The K2 International team has, over the past 12 months, released notes on various 'key areas of interest' that help the team filter the broader investment universe into an investable portfolio. The following note discusses the way in which 'traditional' media is now being absorbed and the way in which people increasingly consume media online and the propensity for consumers to pay to 'binge consume' their content in ways previously not thought profitable. (VIEW LINK)



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