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David Jackson
: Excellent survey of newspaper circulation declines by Ken Doctor:
http://seekingalpha.com/a/3mj1
GCI
MEG
MNI
NWS
NYT
Tue, Oct 27, 2009
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LongShortTech
: Link to Bill Keller's (executive editor of the
NY
Times) talk:
http://bit.ly/2PKa7H
Must-read for
WPO
NYT
NWS
MNI
GCI
.
Mon, Oct 26, 2009
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Hedged In
: Channel checks suggest online display ad rev up sharply, & even print. Buy
GCI
NYT
YHOO
MNI
WPO
for a 3-month trade (not long term)?
Mon, Oct 19, 2009
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LongShortTech
: Full McKinsey article on paid content:
http://tinyurl.com/yhqp2kd
NYT
NWS
WPO
MNI
GCI
Sun, Oct 18, 2009
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LongShortTech
: "People will pay for content if it is necessary, irreplaceable, and unshareable." - McKinsey
NYT
NWS
WPO
MNI
GCI
Sun, Oct 18, 2009
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Graham and Dodd Investor
: Newspaper stocks have strong this year. Own some
GCI
but wish we had bought others.
Tue, Oct 13, 2009
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Mick Weinstein
: Daniel Lyons: "The weak papers need to die. The strong newspapers need to go into bankruptcy and restructure."
MNI
GCI
http://bit.ly/8BLI7
Tue, Sep 29, 2009
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Hedged In
: More detail on the PaidContent/Harris survey re. willingness to pay for online content:
http://bit.ly/RdFVr
/
NWS
NYT
MNI
WPO
GCI
Mon, Sep 21, 2009
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Hedged In
:
A
PaidContent/Harris survey says that only 5% of readers would pay for online news. Take note Murdoch,
NWS
NYT
MNI
WPO
GCI
.
Mon, Sep 21, 2009
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Hedged In
: Gannett (
GCI
) says that 80% of the revenue declines at its 80 newspapers was due to volume, not ad rates. Relevant for (
NYT
), (
NWS
).
Mon, Jul 20, 2009
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