Last week I hit you with an investment play that I am a big fan of: Licensed comic book IP. The biggest publisher in comics, Marvel, has been scooping up licenses that Disney owns the film rights to since 2015.
As I went into last week, Marvel has a history with licensed IP dating back to the late 70s. They moved away from that model into the 90s, only to jump back in with both feet in recent years. There is some real corporate synergy in their acquisition of IP as they have targeted properties Disney owns the film rights to, giving them further control over the IP. This week we will look at Marvel's Licensed IP.