Posts by: Steve Birenberg
A London-based analyst from Lehman Brothers launched coverage on CETV yesterday. I have uploaded a copy of his report. If you want to read it, go to the "Continue Reading"…
NTL Incorporated (NTLI) shares are rose sharply on Friday after the U.K. Office of Fair Trading cleared NTL's merger with Telewest Global (TLWT). Apparently, there are no restrictions on the…
With the kids out of school and lots of folks on vacation, everyday is a Saturday for the box office, and Disney (DIS) looks like a big winner as The…
received an email just before Christmas with an update on TV advertising in the Czech Republic. According to TNS A-Connect, during November advertising was up 17% on a year-over-year basis.…
I wrote the following for StreetInsight.com while vacationing last week in chilly Bayfield, WI on the shores of Lake Superior: I've been working "lightly" this week, spending time with my…
In response to my latest post on a la carte subscriptions in the cable industry, Rob Martorana, a colleague at StreetInsight.com, emailed me the following comment: On a completely different…
I've received several inquiries about the news stories, adjustment of the deal terms, and management changes at NTL Incorporated (NTLI) this week. Here is a quick recap: • The merger…
Reuters posted an update on the Knight Ridder (KRI) bidding process. The deal is described as "slow moving," with multiple bidders and a timeline that extends to February. Price talk…
I still like Comcast (CMCSA/K) and as I pointed out in the previous post the key to getting Time Warner (TWX) to close its valuation gap is an improved multiple…
I am generally unimpressed by the AOL-Google (GOOG) deal as far as Time Warner's valuation is concerned. I value Time Warner (TWX) on a sum of the parts basis and…
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