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Category: SBGI

Yet another guide to media stocks, Part 3: Sports Rights, RSNs, and ESPN $DIS $SBGI $MSGN

Posted On December 5, 2019
Hi! Welcome to Part 3 of Yet Another Guide to media stocks. This part will cover everything sports rights, particularly ESPN and the Regional Sports Networks (RSNs). Before diving in, I'd highly encourage you to check out the intro section to the guide, which goes over why I'm doing this and dives into the most […]

My mixed feelings on broadcasters $NXST $SBGI $TRCO

Posted On September 7, 2018
This will not come as a surprise to frequent readers, but the two topics I spend most of my time thinking / reading about are sports media (a recurring theme in my monthly “some things I like” is a sports media update) and the cable business (though honestly I think calling it a cable business […]

Some notes from the spectacular Tribune Sinclair lawsuit $SBGI $TRCO

Posted On August 13, 2018
I’ve been looking at the local broadcasters (Nexstar, Tribune, Sinclair, etc.) recently (no position in any of them currently) due to a combination of curiosity, cheapness, and interest in the sector given overlap with a lot of my cable / telecom investments. I might have a (much) longer article on them at some point on […]