Mike Arnold
Long only, small-cap, tech, growth at reasonable price

Bona Film Group Is A Cheap Chinese Growth Stock

Bona Film Group (NASDAQ:BONA) ("Bona" or "the company") is a fast-growing media company headquartered in Beijing, China, and is developing a wide moat, vertically integrated content production, distribution and retail model.

On Wednesday, September 11, 2013, Vivendi (OTCPK:VIVHY) placated long suffering shareholders by formally announcing that it is exploring a demerger of its slow growing, French based telecommunications unit, SFR. After sales of its two controlled, but listed assets Activision Blizzard (NASDAQ:ATVI) and Maroc Telecom, Vivendi has now clearly articulated its strategy:

A new international media group based in France, with very strong positions in music worldwide (where it is the undisputed leader), the Internet and associated services in Brazil, European cinema, as well...
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