Balyasny Asset Management’s, BAM, funds lagged the benchmark S&P 500 index by a wide margin. The Atlas Global (AGI) and Atlas Fundamental Trading (AFT) returned -0.29 and +1.4 percent respectively in the first quarter. BAM manages in excess of $3.7 billion, out of which $1.5 billion are under the Atlas Global Fund while Atlas Fundamental Trading manages $160 million. Both funds have almost no correlation to the S&P 500 index which is also exemplified...
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Chip maker Intel Corporation (NASDAQ:INTC) is planning to come up with a video service, which according to a report from Morgan Stanley (NYSE:MS), could find a niche in the highly competitive U.S. Pay-TV market. The service from Intel will enjoy the backing of its unmatched infrastructure-light cost advantages that will help the company to overcome three common weaknesses in incumbent multichannel video programming distributor (MVPD) offerings, which are outdated user interfaces, limited out of home...
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The role of technology as a great leveler has been very well documented and we can’t help but notice how the internet is disrupting the traditional media businesses while creating a parallel industry from ground up. Even as investors continue to move out of newspaper and other traditional media stocks, there are similar avenues for investors to consider which are not very different from the earlier ones except the fact that they are often...
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Just as the sports media has ESPN aka The WorldWide Leader In Sports, many believe that CNBC to fill this role for the financial sector. Both always try to break the story first, be “the source” and offer quality news reporting but CNBC may be taking things a step further with its “booking wars.” In a recent NPR story by David Folkenflik, he shared a CNBC producer’s email to a guest, which cited the following warning: ”CNBC...
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Millions of people in the United States and around the world watched the live media coverage of the 2012 presidential election on November 6. According to Nielsen Fax National Ratings data, 66.8 million people tuned in during the prime-time to watch the news coverage during the election night. Thirteen networks aired live coverage of the presidential election from 8:00 PM to 11:00 PM including ABC, CBS, FOX, NBC, PBS, Univision, Telemundo, CNBC, CNN, FOX...
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Government backed Chinese media criticized US today, over raising tensions in the South China Sea. With the Communist Party’s top newspaper going as far as telling Washington to “Shut up”, and charging it with “fanning flames” of division in the region. An overseas section in Chinese newspaper, People’s Daily read “We are entirely entitled to shout at the United States, ‘Shut up’. How can meddling by other countries be tolerated in matters that are within...
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A scandal has erupted in the Pakistani Media today as a leaked video reveals that an interview with Malik Riaz, the property tycoon, shown on Dunya TV was planted. The video reveals the anchors of the show talking with Riaz. The video gives a behind the scenes look at the agreements made between the property developer and the journalists on the rules of the interview as well as questions that were agreed between them....
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We like Scripps Networks Interactive (NYSE SNI) based on strong revenue and profit growth from lifestyle media content business and ample free cash flows. We expect to see the company generate earnings per share of $3.17 in 2012 and to increase EPS by 12-15% annually over the following three years. Scripps Networks Interactive is an industry leading developer of high-profile, lifestyle-oriented content for many media platforms including television, digital, mobile and publishing. Previously headquartered...
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Well its election year in the United States which means the media will be out in force with absolute worthless stories about candidates rather than focusing on real news. You can find no better example than an article that I found in Yahoo News but the original article was from the Washington Post, entitled “Mitt Romney apologizes for the “dumb things” he did in prep school”. In the article, the author talks about how...
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Not all fans are equal and, indeed, not all brands must turn to Facebook to drive their business. No matter the brand, however, the question of the return on investment and the value of a fan are central to any decision to participate and invest in a social media strategy. 'Get ValueWalk's Daily Edition By Email and Never Miss Our Top Stories'
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