Posted on 8/13/20
iHeartMedia Is An Interesting Content Play
SummaryDigital revenue is carrying the company's growth.The company has a strong footprint in the podcasting realm.Better balance sheet after Chapter 11.FCC licenses are a smaller portion . . .
Posted on 4/23/20
Sinclair Is Now A Contrarian Play
SummarySinclair's RSN assets have been left for dead way too soon.Even if the regional sports segment blows up, the value in Sinclair's local news business has . . .
Posted on 4/22/20
Sinclair Is Now A Contrarian Play
SummarySinclair's RSN assets have been left for dead way too soon.Even if the regional sports segment blows up, the value in Sinclair's local news business has . . .
Posted on 3/5/20
Selloff Is Overdone, Sinclair Is A Buy
Summary The valuation of Sinclair against peers makes the company highly attractive.Though problematic, the value the market is placing on the RSNs is now below what . . .
Houston
