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Long/short equity

Rentrak: Disruptive Business Model In Evolving Media World Leads To Significant Upside Potential

There is a good chance most Americans have heard of a company called Nielsen (NYSE:NLSN). Nielsen, for decades now, has had a virtual monopoly on providing television ratings to interested parties. These interested parties are both those buying and selling the $140B worth of advertising annually in the US, the majority of which flows through the television medium.

There is good chance most have never heard of a company called Rentrak (NASDAQ:RENT) who is attempting to break the monopoly that Nielsen holds over the ratings market. Ironically, Nielsen was even sued on grounds that it held a monopoly over this market, and the court agreed that a monopoly did exist but dismissed the lawsuit without...

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