Posted on 8/26/20
ViacomCBS: Debt Is Not The Problem
ViacomCBS's (VIAC) (VIACA) stock has increased by more than 50% since my latest article on the company was published back in May and there’s every reason . . .
Posted on 8/26/20
Discovery: Several Catalysts Made Me Buy This Media Behemoth
SummaryDiscovery continues to own one of the most-watched pay-TV networks in North America.While Discovery still hasn’t announced its streaming platform, its strong library of content along . . .
Posted on 8/26/20
Fox Corporation: The Recovery Of The Advertising Market Will Drive Growth
SummarySince April, the advertising market has been slowly recovering sequentially, so Fox’s advertising revenues should return to its normal levels by the end of this year.The . . .
Posted on 8/14/20
TripAdvisor: Using Crisis As An Opportunity
SummaryDespite the decline of the travel industry, which was caused by the pandemic, TripAdvisor will be able to survive the ongoing crisis and thrive in a . . .
Posted on 8/10/20
New York Times: Thriving Amid The Decline Of Advertising Business
SummaryIn Q2, the New York Times’s subscription revenues increased by 8.4% Y/Y to $293.2 million, while the advertising revenue declined by 43.9% Y/Y to $67.8 million.Despite . . .
Posted on 7/30/20
JetBlue: Abundance Of Liquidity Will Help This Airline To Survive The Pandemic
SummaryDespite showing poor performance in Q2, I stand with my belief that JetBlue will be one of the first airlines to recover from the current crisis.The . . .
Posted on 7/28/20
Discovery: Decline Of Advertising Business Presents A Buying Opportunity
SummaryDespite the decline of the advertising business in Q2, Discovery is still going to be profitable this year and its EPS for FY20 is forecasted to . . .
Posted on 7/9/20
TripAdvisor: Solid Rebound Play From The Travel Industry
SummaryAfter depreciating nearly 80% in the last 5 years, TripAdvisor’s stock seems to have hit the bottom and has all the chances to appreciate in the . . .
Posted on 7/8/20
TripAdvisor: Solid Rebound Play From The Travel Industry
SummaryAfter depreciating nearly 80% in the last 5 years, TripAdvisor’s stock seems to have hit the bottom and has all the chances to appreciate in the . . .
Posted on 6/22/20
Fox Corporation: The Recovery Will Be Swift
SummaryFox had an outstanding performance in Q3 and its growth prospects look promising.Thanks to its superior assets and a number of competitive advantages, Fox has all . . .
Posted on 5/14/20
ViacomCBS: It's Time To Double Down
ViacomCBS (VIAC)(VIACA) has been one of the biggest disappointments in my portfolio. In less than 4 months since opening a long position, the company's stock lost . . .
Posted on 2/26/20
Fox Corporation: Murdoch Continues To Deliver
SummaryFox showed a strong performance in the last few months, as its advertising and affiliate revenues continue to grow.Strong brand awareness, low valuation multiples and a . . .
Posted on 8/20/18
Cigna: Pyrrhic Victory?
SummaryDespite the previous opposition from Carl Icahn, Cigna shareholders are expected to approve the company’s $67 billion acquisition of Express Scripts on August 24.The opposing parties . . .
Posted on 5/18/18
Newell Brands: It's Peace For Our Time
The recent deal that has been reached between Newell Brands (NYSE: NWL) and Carl Icahn on the one side and Starboard Value on the other side . . .
