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