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

Jan 05, 2020

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


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