This newsletter is the by-product of various conversations that Max and I have internally at LFG Holdings as we look at investment opportunities emerging from new Generation Z and Alpha behaviors. We’d always love to hear your thoughts.
Gen Alpha/Z news and trends for investors
The Gen Z problem for audit firms
An interesting storm of hybrid working which breaks the apprenticeship model of learning (and not just in accounting) which then escalates tension around work/life balance and a sense of progression. It’s interesting to think about what AI will do here as well. [LINK]
The next youth media moguls
There is an excellent profile of Michael Adex who is doing all sorts of interesting things at the intersection of music management and consumer products. It’s interesting to think about not only what the next generation of Russell Simmons will look like but also what versions of those will look like outside of the US. [LINK]
Trump’s memecoin represents a lot of things for Gen Z
There is a wide spectrum of reactions about the Trump memecoin but you probably shouldn't ignore what it represents. Every generation’s investing style is a reflection of the experiences they’ve grown up with. Game developer Chris Heatherly posted some pretty thoughtful observations. [LINK]
Will kids save the games industry?
Matthew Ball’s report on video games is causing some ripples. TLDR: growth is not going to come from obvious places and one of those not-obvious places is kids. Dylan had some thoughts [LINK]
Fortnite’s UEFN creator ecosystem continues to be a work-in-progress
5% more time being spent with UGC content, 11% more creator payouts overall but Q4 performance dipped. I still wouldn’t bet against it long-term. [LINK]
How Gen Z men became a key force in the US election
“There’s this wholesale generational shift in who are the people who are being listened to”. An excellent deep-dive by Bloomberg into how podcasts have activated young male voters. [LINK]
Gen Alpha/Z Datapoints
Top 2024 kids content on Netflix by trending top 10s LINK
The aforementioned Matthew Ball report on the video games industry LINK
A global study of 4,000 3-18 year olds and their parents on their passions and fandoms LINK
Some datapoints on Gen Z’s holistic health decline LINK
Viewership data and comps for MrBeast’s Beast Games on Amazon LINK
The world’s youngest countries LINK
Sector investment and M&A
Precise TV sells $26m minority stake to LDC for better contextual kids/family ad targeting on YouTube. A surprisingly small deal for LDC but notable that they see the growth opportunity. LINK
As the Byju bankruptcy process rumbles on, the actual owners of Osmo and Epic! Are in dispute. What a mess. LINK
UEFN studio Creators Corp raises investment from Lumina LINK
| LFG Holdings is a demographically focused holding company investing in minority, majority and special situations that are fuelled by Generation Alpha/Z behaviors |