Apple Music is a major mess, and it won't beat Spotify
http://mashable.com/2015/06/09/apple...rce=feedburner
SIRIUS XM SATELLITE RADIO FORUM
Apple Music is a major mess, and it won't beat Spotify
http://mashable.com/2015/06/09/apple...rce=feedburner
Sirius XM Holdings Redefines Cost Of Acquiring Subscribers
http://seekingalpha.com/article/3247...0ddb&uprof=19#
Malone 2 steps ahead. Content consolidation follows cable consolidation.....http://variety.com/2015/tv/news/star...ht-1201515468/
“John sees the value of content, and as a consummate visionary, he sees what he thinks should be some movement in that area,” Albrecht said, noting that there are a clutch of cable content companies that are sure to be affected by the consolidation among MVPDs. “John’s question is, a consolidator should emerge, but who is that consolidator and is he thinking he could point some people in a direction that could be smart? That wouldn’t be unlike him.
“There will be a tipping point at some point — it’s not like a tipping point you see in ‘San Andreas,'” he joked. “It’s going to be gradual and I think we’re at the beginning.”
Last edited by MUSCLE13; 06-09-2015 at 05:07 PM.
While everybody else is playing checkers, Malone is playing chess
Midas read this WSJ article on Liberty Global for your owning mobile argument
While Liberty Global is a large player in the U.K., it “likely won’t buy a mobile operator” there, he said. “We are a cable company and owning mobile assets would change our economics, our profile,” he said.
In Belgium, however, Liberty Global recently acquired mobile-network operator Base from Dutch carrier KPN. “In Belgium, especially in Flanders, we’ve been big enough and Base was small enough to absorb them easily,” Mr. Fries said.
In most other markets it is more efficient to rent mobile capacity than to buy an operator, he said.
http://www.wsj.com/articles/liberty-...rms-1433864787
MVNO Midas...............
What we are seeing right now is big cable and big content trading at 8 to 13 times EV/EBITDA and Netflix trading at over 80 times EV/EBITDA. Where do you think Malone sees the value? His aim is going to be squarely on defeating Netflix
NY Post Malone’s on a mission to beat back Netflix
“Malone is on a mission from G-d,” a pay-TV insider told The Post. “He wants to fix this and get TV Everywhere up in the US, in Europe and in Latin America
http://nypost.com/2015/05/26/charter...snatch-up-twc/
If Malone accomplishes his mission, the whole traditional media landscape is going to rule the internet in 5 years. Disney, Fox, Comcast, Charter, Time Warner, CBS, Liberty Global etc. Everybody is going to benefit. Can he do it? I don't know.......I hope he does.Originally Posted by MUSCLE13
It's interesting that they say that. I guess one company believes content is king while the other believes data is king. it's fun to watch.
Remember what Stephenson said when he became CEO of AT&T... "everywhere, at every moment and on every device. " Soon, AT&T will become the largest pay TV provider when it completes its pending acquisition of DIRECTV, which operates in the U.S. and in 11 Latin American countries.
He wants any and every device on their network. It may explain why he's expanding and buying all the data network infrastructure.
Last edited by midas360; 06-10-2015 at 12:38 AM.
The 6 Most Shorted Nasdaq Stocks in May
The number of Sirius XM Holdings Inc. (NASDAQ: SIRI) shares short tumbled by almost 16 million to about 139.91 million late in the month. That was 6.1% of the total float, and it ended a three-period streak of rising short interest. At the current average daily volume, it would still take less than eight days to cover all short positions. Sirius was one of our back from the dead stocks during the period. Short sellers watched the share price pull back about 3% during the two weeks between settlement dates, but it is now up about 8% year to date. Shares closed Tuesday at $3.78, in a 52-week trading range of $3.14 to $4.04.
http://247wallst.com/investing/2015/...stocks-in-may/
Why do you think I own Comcast and Sirius? Both dominate content and distribution in their respective spaces - Video and Audio. And both are cheaply priced stocks. I still believe content is King. Those who own the content will win. Jurassic World from Universal (Comcast) this weekend. Content!
And really who is the King of Video Content? Disney hands down. And who is the King of Radio Content? Howard Stern.......Sirius of course
My hope is Netflix, with its coming stock split, goes to 100 times EV/EBITDA and 200 times EPS! Watching the climb is going to make watching Malone destroy Netflix with TV Everywhere that much more enjoyable
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