Prosieben: Berlusconi Vs. KKR –a Failed Bidding War?
Prosiebensat.1 (PSM GR) , one of Germany’s largest free-to-air television stations has been subject to significant stake increase in recent weeks...
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TMT Weekly: 3 Things that Stood Out The Week of 5/22/2020
A few items that caught our eye this past week - Snap Inc (SNAP US) Map feature, Spotify Technology Sa (SPOT US) unwarranted move up, and some...
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Bharti Airtel (BHARTI IN) | Your New Consumer Staple?
A blockbuster Q4 and industry-leading operating parameters further strengthen our stance on Bharti Airtel (BHARTI IN) as a prefered Indian telecom...
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Three Things Thai Media Can Learn From Disney
The Thai media sector is facing some serious challenges and is losing money hand over fist. We picked up Disney CEO Bob Iger's recent autobiography...
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Disney Revisited: Still a Long (Time From Now), When People Are (No Longer) Far Far Away.
We wrote about Disney at the outset of COVID-19, thinking that its dramatic drawdown was overdone – essentially arguing that consumer behavior...
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