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Sean Lough

Sean Lough
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  • News Corp.: Acquisitions Helping Overcome Shrinking Print Ad Revenue Losses [View article]
    I think it's not necessarily that the demand for print is diminishing; instead, without the Fox Entertainment properties to hide the news advertising decreases, we're getting glimpses into this side of business for the first time.

    As to the decline in print demand - it's not subscriptions where newspapers make the most money - it's the advertising. And with the most growth in advertising spend going to mobile (+49.7%), I think it's wise for this 'new' company to diversify quickly. YOY in the U.S. newspaper advertising is down industry-wide:
    Nov 12, 2014. 08:38 AM | 2 Likes Like |Link to Comment
  • Announcing This Week's Outstanding Performance Award Winners - Harsh Agarwalla And Money Investor [View article]
    "Compelling arguments, thorough research, and great analysis are what matter on Seeking Alpha..." Well said.
    Nov 3, 2014. 08:55 AM | 3 Likes Like |Link to Comment
  • News Corp: Australian Assets Create Upside Catalyst [View article]
    I agree with your thesis on the upside of the Move acquisition; however, I am not as optimistic on the WSJ's advertising revenues.
    I am curious as to your sources for these stats, "But one of the most important metrics we like are the favorable demographics including 43% of WSJ readers being millionaires, all Fortune 500 CEOs subscribing to the paper, and their customers spending approximately $124 billion per year."
    Oct 16, 2014. 07:29 PM | Likes Like |Link to Comment
  • Disney higher after Marvel delivers again [View news story]
    I believe that should be $95M, though I'm sure DIS would love a $94B opening weekend.
    Aug 4, 2014. 10:57 AM | 1 Like Like |Link to Comment
  • Ford to bring Lincoln brand to China [View news story]
    From GM's media site:

    " The Buick brand has a long and distinguished history in China that dates back to the early days of General Motors itself. In the first part of the 20th century, Buick was a car of choice for the country’s influential citizens.

    - Dr. Sun Yat-sen, (China’s first provisional president);
    - Zhou Enlai, (who became China’s premier);
    - Pu Yi, (the last emperor of China)

    ...either owned, drove or were driven in Buick automobiles."
    Apr 17, 2014. 10:04 AM | 2 Likes Like |Link to Comment
  • Disney has 50M reasons to like ESPN's mobile potential [View news story]
    Their mobile research team is truly industry leading.
    Nov 21, 2013. 12:21 PM | Likes Like |Link to Comment