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The Money Runner

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AT&T / Direct TV Deal – Buyer Beware

  • David Nelson
  • May 18, 2014
  • 3 min read

By David Nelson, CFA In a deal rumored for weeks AT&T (T) is buying Direct TV (DTV) for $49 Billion or about $95 per share in cash and stock. Both boards have approved the deal and now begin the long regulatory process that follows. All of this comes on the heels of Comcast’s (CMCSA) bid […]

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CBS, FOX, ABC & NBC WILL EXIT BROADCAST TV!

  • David Nelson
  • January 13, 2014
  • 5 min read

By David Nelson, CFA On Friday, the Supreme Court agreed to rule on a dispute between television broadcasters and internet startup Aereo. Backed by Barry Diller’s InterActiveCorp (IAC), Aereo uses an array of small antennas to stream over the air television signals to their subscribers. If Aereo succeeds in our highest court you can bet […]

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Twitter – The Biotech Alternative

  • David Nelson
  • October 11, 2013
  • 6 min read

The launch of the Twitter (TWTR) IPO is still a month away but already bulls and bears are out in full force. It’s rare for me to comment on new issues but I’m making an exception believing this is truly a unique property. Before you start sending the hate Tweets and emails that make me […]

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The Perfect Storm For Cable

  • David Nelson
  • July 21, 2013
  • 6 min read

Content is King, is a phrase that puts fear in the hearts and minds of cable company executives and gets louder each time one of its providers decides it’s time to raise prices. Technology, which has a way of disrupting business models, is about to wield its sword once again. While each of these creates a […]

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