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Glen Bradford

 
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  • Dex Media - Chapter 11 Brings Large Upside [View article]
    Bivus,

    The analyst you may be referring to is Stan?
    Here is a transcript:
    http://seekingalpha.co...

    He runs this website in case you're interested in his research:
    http://bit.ly/11MNYvC
    Aug 7 03:39 PM | Likes Like |Link to Comment
  • Dex Media - Chapter 11 Brings Large Upside [View article]
    Glad to hear. I agree.
    Aug 4 08:49 PM | Likes Like |Link to Comment
  • Dex Media - Chapter 11 Brings Large Upside [View article]
    They have sales people. Thousands of them.
    Aug 1 12:38 PM | Likes Like |Link to Comment
  • Dex Media - Chapter 11 Brings Large Upside [View article]
    http://bit.ly/18TZs60
    Aug 1 09:46 AM | Likes Like |Link to Comment
  • Dex Media - Chapter 11 Brings Large Upside [View article]
    I encourage you to take a deeper look. Especially take a look at their net debt in their filing today as compared to their forecast.

    http://bit.ly/17UkblN

    http://bit.ly/17Uke0G

    my napkin math

    spmd cash is 112 and dexo cash is 131 as of june 30 i believe

    SPMD debt only $1.027B? It was $1.442B at March 31

    1.9+1.027 = 2.927 vs .112+.131 cash

    2.68B net debt right now.

    net debt at the end of 2013 per their forecast is 2881M.
    Jul 31 04:01 PM | 1 Like Like |Link to Comment
  • Yellow Media - Canada's Largest Internet Company - Buy Hand Over Fist [View article]
    Congratulations Joe.
    Jul 13 02:51 PM | Likes Like |Link to Comment
  • Yellow Media - Canada's Largest Internet Company - Buy Hand Over Fist [View article]
    The debt is trading at par. It could be refinanced tomorrow but it won't be until there is a new CEO. I would argue that the company is under-capitalized at present. The business decline historically is overstated if you just look at the quarterly numbers because you need to back out sold-off businesses. Things are stabilizing. The other directories players out there have 4-5x multiples. Not sure why Yellow is only trading at 2.3x. It has more operational leverage than those with higher multiples and more of its revenue coming from its digital business.

    Too cheap to ignore. Indeed. It's over 50% of my portfolio.

    http://bit.ly/14OF7df
    By 2017, the global Yellow Pages industry will generate nearly $10 billion in digital revenue, with most of that revenue coming from sources other than Internet Yellow Pages. The industry will decline at a CAGR of 4.1 percent over the 2012-17 forecast period. From 2008-2013, the estimated decline was at a 10.1 percent CAGR, so the shift to digital is impacting the stability of revenue.
    Jul 12 08:54 PM | 2 Likes Like |Link to Comment
  • Yellow Media - Canada's Largest Internet Company - Buy Hand Over Fist [View article]
    Yeah, all I wanted to do is to illustrate that on an EV/EBITDA basis, if you compare the digital business to a group of peers, the market is assigning a negative EBITDA multiple to the print business, which is crazy, because the print business has very strong operational leverage and makes 1.68x as much EBITDA as the online business.

    Cheers!
    Jul 12 04:52 PM | 1 Like Like |Link to Comment
  • Yellow Media - Canada's Largest Internet Company - Buy Hand Over Fist [View article]
    3.9x? Try 1.3x
    http://bit.ly/1366r6H

    Here are mine:
    http://bit.ly/1366r6P

    Analysts, you're going to have to pay for theirs.
    Jul 12 02:54 PM | 2 Likes Like |Link to Comment
  • Dex Media - Chapter 11 Brings Large Upside [View article]
    $DXM Jay, thanks for sharing this insight. Just curious if you have looked at Yellow Media and their offerings up there in Canada.

    I own both Dex and Yellow Media --- and nothing else... for the time being. I believe that as of today there are no more shares of Dex Media available to short over at Interactive Brokers. Pretty remarkable considering the billionaires involved here and the nature of the Chapter 11 that effected the merger earlier this year.

    I also like the sales methods used by Dex. Very smart.
    Jul 1 10:16 PM | Likes Like |Link to Comment
  • Best Buy Is A Good Buy [View article]
    http://bit.ly/16fHJRx
    Jun 26 02:50 PM | Likes Like |Link to Comment
  • Dex Media - Chapter 11 Brings Large Upside [View article]
    This isn't what you wanted, but it's probably what you want.

    http://bit.ly/14peDxp
    Jun 22 11:49 AM | Likes Like |Link to Comment
  • Dex Media - Chapter 11 Brings Large Upside [View article]
    I don't see how point 3 makes this a buy. I think that just evidence that it is big enough for a billionaire to be involved. Why no mention of paulson?
    Jun 21 09:05 AM | Likes Like |Link to Comment
  • Lee Enterprises Should Top $2 Within 180 Days [View article]
    Now, as we turn our attention to two phone book companies... Yellow Media in Canada (TSX:Y) at CAD $11 and Dex Media (NASDAQ: DXM) in the USA at USD $18.73

    .......
    Jun 20 01:58 PM | Likes Like |Link to Comment
  • Lee Enterprises Should Top $2 Within 180 Days [View article]
    I was off by a few days.
    Jun 19 02:54 PM | Likes Like |Link to Comment
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