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Analysis - Latest Articles
by
most recent
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most commented
Paulson & Co's Latest Portfolio: 13F Filing
Dec 4
•
Market Folly
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4 Comments
Liberty Media / DirecTV Merger Closes (I Plan to Hold Both for Now)
Nov 24
•
Steve Birenberg
•
Comment!
Stephen Mandel's Lone Pine Capital Q3 Portfolio: A Basket Full of Apple
Nov 19
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Market Folly
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1 Comment
If Vivendi Stalls NBCU-Comcast Deal, Expect Fallout
Nov 19
•
Diane Mermigas
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1 Comment
What Are the Best Hedge Funds Buying Now?
Nov 19
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The Pragmatic Capitalist
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6 Comments
Wall Street Breakfast: Must-Know News
Nov 19
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Suzanne Miller
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16 Comments
Tuesday's Big Gainers on Heavy Volume
Nov 18
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Marco Hickey
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Comment!
Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note
Nov 17
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Market Folly
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10 Comments
Should Liberty Starz Trade at a Discount?
Nov 13
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Deep Value Diver
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12 Comments
DirecTV Comes Through with Free Cash Flow - Prior Worries Recede
Nov 8
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Steve Birenberg
•
2 Comments
DirecTV Earnings Preview
Nov 3
•
Steve Birenberg
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1 Comment
Sirius Can Avoid Bankruptcy
Oct 7
•
Media Tech Analyst
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100 Comments
Malone Sells IACI Shares - A Bearish Signal?
Oct 6
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Media Tech Analyst
•
Comment!
M&A Talk Returns to Media Stock Conversation
Oct 5
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Steve Birenberg
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1 Comment
NBC Universal: An Increasingly Risky Purchase
Oct 2
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Diane Mermigas
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3 Comments
Real Estate in the Midst of Bull Market
Sep 23
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Daily Trading
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7 Comments
Stocks to Buy in Cyclical Advertising Recovery
Sep 14
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Media Tech Analyst
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6 Comments
Eton Park Loads Up on Options
Sep 2
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Market Folly
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3 Comments
Hedge Fund Tracking 2009 Results
Aug 26
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Mebane Faber
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2 Comments
Lone Pine Buys Large Cap Global Brands: 13F Filing
Aug 24
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Market Folly
•
Comment!
Starz CEO Retiring: Trouble Ahead for Netflix Streaming?
Aug 20
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Eric Savitz
•
Comment!
Baupost Group's Massive Position in CapitalSource
Aug 20
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Market Folly
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3 Comments
Stability Without Recovery Defines Q2 Media Earnings
Aug 18
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Steve Birenberg
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2 Comments
Why the TV Business Is Not Dying
Jun 28
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Steve Birenberg
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4 Comments
Tremblant Bets on Tech Sector
Jun 11
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Market Folly
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4 Comments
How DirecTV Can Put the Nail in Competitors' Coffins
Jun 9
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Larry Meyers
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5 Comments
Liberty Media: A Nice Combination of Offense and Defense
Jun 7
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Steve Birenberg
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2 Comments
Lee Ainslie's Maverick Capital Sells CVS Caremark in Favor of Walgreens: 13F Filing Q1 2009
Jun 4
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Market Folly
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1 Comment
Klarman's Baupost Group Bets Big on Capitalsource, News Corp.
Jun 1
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Market Folly
•
Comment!
Can the TV Business Avoid the Music Industry’s Fate?
May 31
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Ashkan Karbasfrooshan
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Comment!
John Malone: Old Media Needs New Distribution
May 28
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Julia Boorstin
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Comment!
M&A Speculation Hits Hollywood Studios
May 20
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Steve Birenberg
•
Comment!
STARZ Group: How to Invest and Why
May 14
•
Matt Darrah
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2 Comments
Starz Entertainment: Profitable, Growing, Unlevered Business
May 14
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Alan Schram
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3 Comments
DirecTV / Liberty Entertainment Merging: Why This Affects Sirius XM
May 5
•
Rad Sat Daily
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62 Comments
Liberty Entertainment and DirecTV to Merge
May 4
•
Eric Savitz
•
Comment!
Farallon Capital's Q408: Betting on MasterCard
Apr 2
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Market Folly
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1 Comment
Caxton Associates 13F Filing for Q408
Mar 17
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Market Folly
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2 Comments
Liberty Media: The Backdoor Way to Play DirecTV
Mar 16
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Steve Birenberg
•
Comment!
Finding Opportunity in Liberty Media's Tracking Stock Structure
Mar 16
•
Bullish Bankers
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7 Comments
Maverick Capital's 13F Filing for Q408
Mar 12
•
Market Folly
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3 Comments
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