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Comcast Purchase of Time Warner Looks Good

Tue Feb 18th, 2014

Steve Birenberg

Comcast's (CMCSK) pending purchase of Time Warner Cable (TWC) improves

Quick Thoughts on Comcast/Time Warner Deal

Thu Feb 13th, 2014

Steve Birenberg

The impact that of this deal is pretty wide-ranging, so I'll organ

Disney Weakness

Fri May 31st, 2013

Steve Birenberg

The decline in Disney (DIS) accelerated yesterday. The stock has been

Will Aereo Threaten Broadcasters and Their Owners?

Thu Apr 4th, 2013

Steve Birenberg

Broadcast owners charge for the retransmission rights to TV network signals, but Aereo grabs those signals over the air and redistributes them -- without paying anyone.

TV Ads: What This Year's Upfront Selling Season Says About Media Stocks

Tue Mar 26th, 2013

Steve Birenberg

It is the time of the year where media stock investors shift their eye

TV Ads: What This Year's Upfront Selling Season Says About Media Stocks

Mon Mar 25th, 2013

Steve Birenberg

Ratings matter now, and that will lead to winners and losers.

Discovery Communications Mispricing

Mon Mar 25th, 2013

Steve Birenberg

Friday I put on a spread trade between two classes of Discovery Commun

Charter Communications and Liberty Media Buyout Chatter

Mon Mar 18th, 2013

Steve Birenberg

I was too slow to buy Charter Communications (CHTR) on the headlines t

A Little Style Drift Into Retail..

Tue Mar 12th, 2013

Steve Birenberg

I did a couple of non-media trades today in my hedge fund. My fund is

The Unbundling of Cable

Mon Mar 11th, 2013

Steve Birenberg

I’ve been traveling to conferences and spent much of the last th
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