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Today’s news that Telecom Italia plans to sell its mobile phone unit and focus on media investments reminds me that despite multiple compression and secular challenges, the media business is…
After seven months signaling value, Northlake’s Style model shifted to growth for September. There were no changes in any of the underlying factors this month. Rather, the two month rolling…
I subscribe to a blog written by Bob Lefsetz. Bob writes about the music business and has done so for more than 20 years. His posts often touch on the…
Here are some further thoughts on the Cruise-Paramount split (Part 1). This post takes to look at Tom Cruise as a business by comparing the profitability of his two most…
Apparently, Ronald Lauder has decided to pay for his $135 million acquisition of Gustav Klimt’s Adele Bloch-Bauer I by monetizing half of his 15.8% stake in Central European Media Enterprises…
Given all the publicty created by the split between Tom Cruise and Paramount, I thought I'd offer some impressons from the perpsective of the stock market. The following post is…
Last week saw a flurry of acquisition and divestiture activity in the radio industry including news that the buyer of Disney's radio assets, Citadel Broadcasting, wants to renegotiate to lower…
Looking back at my recent posts on Sears Holdings (SHLD), I may have left the impression that improving same store sales trends are necessary to drive the stock higher. Just…
According to data from TNS Media Intelligence, advertising spending in the U.S., excluding paid search, fell by 0.3% in May 2006. According to TNS, this is the first comparable monthly…
I Am Famous. Sort Of. Back on August 1, 2006, Jim Cramer of CNBC and theStreet.com, did a segment on Comcast on his nightly Mad Money TV show. During the…
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