RE:Timing the Inflection Point in Growth – Loaded Up into Q2…Full disclosure: I am a Yangaroo (YOO.V) shareholder. The one fault in your analysis is that Independent Label / Musician revenue had a huge tailwind due to Covid. All artists are unable to tour, and were releasing a lot of content in lieu of touring. For reference, YOO music division rev were up 20% each Q after the Covid shutdown, after being flat for years. So you need to ask yourself, are these revenue increases sustainable as concerts and festivals get back up and running?
Personally, I'm a fan of a DSY/YOO merger, at least on the music/awards biz side. We could be a powerhouse cash generator, with combined 7 mil in cash to leverage for acquisitions. It's a longshot though.