Sign Up | Log In
Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages

Category: Yet Another Media Stock Guide

Yet another guide to media stocks, Part 6: Sports investing in a post-Covid world $MSGS $MSGN

Posted On June 23, 2020
Hi! Welcome to Part 6 of Yet Another Guide to media stocks. Today’s post will cover how I'm thinking about investing the publicly traded sports plays in the post-Covid world. 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 […]

Yet another guide to media stocks, Part 5a: Corona impacts

Posted On April 28, 2020
Hi! Welcome to Part 5a of Yet Another Guide to media stocks. Today’s post will cover how COVID is impacting the media sector. 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 important thing hitting the […]

Yet another guide to media stocks, Part 1b: broadcasters update $TGNA

Posted On January 16, 2020
Hi! Welcome to Part 1B of Yet Another Guide to media stocks. Today’s post will cover a brief update on the broadcasters, particularly Tegna (TGNA; disclosure: long). 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 important thing […]

Yet another guide to media stocks, Part 4: Free Radical #1 $AMCX

Posted On January 6, 2020
Hi! Welcome to Part 4 of Yet Another Guide to media stocks. Today's post will cover a"free radical:" AMC Networks (AMCX). 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 important thing hitting the media sector […]

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

Posted On January 5, 2020
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.

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 […]

Yet another guide to media stocks, a quick update $CBS

Posted On December 4, 2019
Hi, I just wanted to post a quick update on my post on the Networks from earlier today.

Yet another guide to media stocks, Part 2: networks $FOX $CBS

Posted On December 4, 2019
Hi! Welcome to Part 2 of Yet Another Guide to media stocks. This part will cover the networks. 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 important thing hitting the media sector today: cord cutting. […]

Yet another guide to media stocks, Part 1: broadcasters $NXST

Posted On December 3, 2019
Hi! Welcome to Part 1 of Yet Another Guide to media stocks. This part will cover the local broadcasters. 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 important thing hitting the media sector today: cord […]

Yet another guide to media stocks: The Intro and cord cutting

Posted On December 2, 2019
For the past year, whenever someone has decried that the bull market has run forever and there's nothing cheap out left to look at, I would always respond with, "I don't think that's true. Most of the legacy media stocks (CBS, FOX, etc. disclosure: I have a small position in CBS) are trading at 8x […]