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Tim Travis
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Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and... More
My company:
T&T Capital Management
My blog:
T&T Capital Management Blog
My book:
Learn to Treat Your Portfolio as a Business
  • Dish Chief: TV Needs To Change-WSJ 0 comments
    Jun 8, 2012 10:26 AM | about stocks: DISH

    Dish Network (DISH) Chairman Charlie Ergen is rattling the cages of TV networks and advertisers by promoting a technology which skips commercials. It is not hard to realize why this would be upsetting for the networks and advertisers as it has the potential to radically shake up a very lucrative industry. Ergen believes that the technology will force advertisers to put more focus on what viewers want to see, but personally I really can't imagine watching any commercials if I didn't have to. I have no idea how this situation will shake out but the reality is that internet TV is going to radically shake up this industry one way or the other, and ten years from now I think TV will be far more different than most people expect. It might happen much sooner with Apple's upcoming release of their TV product, and the key issues are:

    1) How do content providers get compensated?

    2) What is the most effective way to advertise in the new distribution medium?

    http://online.wsj.com/article/SB10001424052702303296604577452332545810776.html?mod=WSJ_qtoverview_wsjlatest

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Themes: TV Stocks: DISH
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