News Corporation Boasts the Tools to Rise Above a Sunset Industry
News Corp Class A (NWSA US) is operating in an industry undergoing unprecedented changes, with the traditional print-based publishing business...
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Fairfax – New Offer for New Media
The TPG Consortium (collectively TPG Group, Ontario Teacher’s Pension Plan Board [& affiliates]) has issued a revised indicative proposal for...
1.1k Views
Sony - Upward Revision Exceeding Even Our Expectations
Traditionally, Sony's business model was to pile them high in the Christmas quarter and write down inventory losses in the March quarter, so that...
354 Views
Tatts / Tabcorp: Gambling on a Merger
Back in November 2015, it was widely reported that Australian gambling operators Tabcorp Holdings Ltd (TAH AU; TAH) and Tatts Group Ltd (TTS AU;...
450 Views
News Corp - Print Is Alive & Well
News Corp is a deep value play heavily discounted by the market as its various business segments are seen to be in structural decline at risk of...
367 Views