Welcome to Fourth Wall Street!

We’re so glad you’re coming on this journey with us. We figured it would be helpful to give y’all a brief background on the purpose of this newsletter and who we are, so let’s jump right in…

Why Did We Start The Fourth Wall Street?

We launched The Fourth Wall Street to highlight the key takeaways of quarterly earnings calls from the top companies within the entertainment industry. This spans an ever-growing slate of businesses across legacy media, streaming, podcasts, the creator economy, live events, and more.

Our goal is to highlight the strategies and pivots of the key players, and how they approach today’s evolving landscape. Whether you are an investor, producer, competitor, or just an interested observer, we believe the best insights and trends can be gleaned from what the most prominent companies are actively pursuing and the threats they’re responding to. So we’re going to cover them all here.

We’re in the early days - please bear with us as we experiment with the form factor, cadence, and themes!

Lastly, we encourage you to reach out if you have any topics you’d like to discuss, things you’d like to see us focus on, or pieces of news / analysis you think we missed. You can reply to this email, or set up a time to talk, here.

GG/BG

Who Are We?

Garret Greco

• 10+ years as a development executive and producer for original unscripted formats, docuseries, documentaries, and live events; Contributed to 40+ series, doc, and specials sales

• Multimedia producer of digital content and marketing

• Current: Jesse Collins Entertainment. Former: Creature Films, INvelop Entertainment, 3 Ball Entertainment.

Braxton Greco

• 4+ years investing across public and private markets.

• 4+ years working on tech M&A transactions.

• Co-founder and operator at multiple startups.

• Particular focus and interest on the intersection of professional sports and media.

…and yes, we’re brothers…