Yet another guide to media stocks: a guide to the guide

I've been enjoying writing all of the media stock guides. It's a lot of work, but it's a labor of love, and I continue to learn tons about the media companies as I dive further into them and reread their 10-Ks and transcripts.

Still, the guide is starting to get a little long, and it'll be difficult for people to hop through the different parts. This post is simply a link to the posts so far, and going forward I will continue to add links to future posts so that you can always come here and get to any piece of the guide (and so I can link here instead of needing to link to each individual piece every time!).

• Yet another media guide intro and cord cutting

• Part 1: The Broadcasters

  • Part 1B: an update plus Tegna for sale

• Part 2: The Networks

  • A quick update

• Part 3: Sports Rights, RSNs, and ESPN

• Part 4: Free Radical #1 AMCX

• Part 5: Corona

  • Part 5a: movie theaters, cable (broadband), and pay-TV bundle

• Part 6: Sports investing in a post-Covid world