Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
December 12, 2006
At UBS: News Corp. Chernin Touts Traditional Media | adage.com
This article is important because it highlights a very clear concept that is not being given enough attention...traditional media companies still have a great deal of reach, assets and power.
December 1, 2006
Private equity groups could bid for Clear Channel | www.latimes.com
KKR and their partners know the value of a unique basket assets like this. Accordingly, they quickly moved to get control of this tremendous opportunity, which includes significant market share. They will now be able to sell off the pieces to groups of smallers operators who desperately want these stations at a premium.
October 18, 2006
Fox's triple play - News net ups rate at Cablevision | www.variety.com
This article is important because Cablevision has now raised the bar for what cable operators need to pay for news channels. Cablevision did not need to do this but figures they can benefit from a big friends like Fox.
October 10, 2006
Dolan Family Makes a New Play for Cablevision | online.wsj.com
This article is important because the two predominant players have established a precedent of relying on acquisitions to continue growing at such a substantial rate.
August 21, 2006
Marwyn Investment Plans to Buy Alliance Atlantis Unit | www.bloomberg.com
This article is important becasue as the film business continues to be a driver of major content, owning key distribution and sales outlets remains a key competitive advantage.
It will happen...but not for a while
July 24, 2006
Targeted Ads Coming to Cable | www.tvweek.com
This article is important because indeed the technology is in place and targeted ads will become a reality. However, this will take at least 24-36 months before its accepted by both the brands and networks.
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Switzerland sues Google over Street View privacy concerns
November 13, 2009
Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.
November 11, 2009
October 30, 2009
Vodafone Orange Iphone Deal Ends Two Years Exclusivity Of O2 In UK
October 5, 2009
IPhone Coma Mode puts Apple in the ICU
September 19, 2009