Posted On May 18, 2021
It's crazy how fast things can change in any part of the corporate landscape once the right dominoe falls. Last week, basically every major media and telecom company was presenting at Moffettnathanson's conference. I follow the media and telecom space pretty closely for reasons that are very obvious to longtime blog readers (my largest positions […]
Posted On May 16, 2021
Let me start this post by noting two things: I've been short T for a longtime, and I'm long DISCA (and a few other Malone holdings). I just put that out there for both disclosure stake and so that you know I might be coming at this with a slight bias. Anyway, this morning I […]
Posted On April 1, 2021
We're living in strange times. There's no doubt about that. 18 months ago, who would have believed that March Madness would be cancelled, or we'd go an entire year without fans at concerts / sports, or that the capital would be stormed? I'd guess no one. And our financial markets seem to have responded to […]
Posted On March 15, 2021
Something weird is happening in media stocks. Legacy cable channel / media stocks have seen their stocks go on an absolute tear so far this year, while streaming "winners" have been left behind. Year to date, AMC Networks, ViacomCBS, and Discovery have all more than doubled, while DIS is up slightly and NFLX is actually […]
Posted On December 31, 2020
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]
Posted On November 23, 2020
I've really enjoyed doing the Yet Another Value Podcast so far this year (you can find it on YouTube or any of your favorite podcast platforms, and if you like the podcast follows / good ratings / word of mouth recs are always appreciated!). But the podcast can be a bit of a double edged […]
