Gerson Lehrman Group - Intelligently Connecting Institutions and Expertise.

Mr. Joshua Pollack

Chief Executive Officer, NXTCOM CORP

What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

GLG News by Mr. Joshua Pollack, Chief Executive Officer

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

Best to Listen to the Obvious

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.

KKR gets it done

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.            

Cablevision raises the bar

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.

The Dolans are the Challenge

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. 

A good idea drives stock up

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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