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The Perfect Storm For Cable
Content is King, is a phrase that puts fear in the hearts and minds of cable company executives and gets louder each time one of its providers decides it’s time to raise prices. Technology, which has a...
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Twitter – The Biotech Alternative
The launch of the Twitter (TWTR) IPO is still a month away but already bulls and bears are out in full force. It’s rare for me to comment on new issues but I’m making an exception believing this is...
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CBS, FOX, ABC & NBC WILL EXIT BROADCAST TV!
By David Nelson, CFA On Friday, the Supreme Court agreed to rule on a dispute between television broadcasters and internet startup Aereo. Backed by Barry Diller’s InterActiveCorp (IAC), Aereo uses an...
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AT&T / Direct TV Deal – Buyer Beware
By David Nelson, CFA In a deal rumored for weeks AT&T (T) is buying Direct TV (DTV) for $49 Billion or about $95 per share in cash and stock. Both boards have approved the deal and now begin the...
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