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McClatchy Co. (MNI)

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Mick Weinstein: papers charge extra to get their T-giving ads (sold at premium) this is just waiting for disintermediation http://bit.ly/8dIKHz SSP WPO MNI

Tue, Nov 24, 2009
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LongShortTech: Full article on the decline in US newspaper circulation: http://bit.ly/6GHg5q Re. NWS NYT WPO MNI GCI MEG SSP LEE

Mon, Nov 23, 2009
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SA Editor Jonathan Liss: Newspaper revenues dive in Q3: http://bit.ly/NJNp/~r/marketingcharts/~3/2q_8T5z0ZeU/ NYT WPO NWSA GCI MNI

Mon, Nov 23, 2009
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SA Editor Jonathan Liss: What does Publicis CEO's latest pronouncement about digital ad revenue (http://bit.ly/51QBc) mean for media stocks: NWS NYT WPO MNI GCI

Tue, Nov 17, 2009
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LongShortTech: Boston Consulting survey says only 48% of US readers would pay for online content, and only $3 per month. NWS NYT WPO MNI GCI

Mon, Nov 16, 2009
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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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