What I Wish I Wrote ~ June 5, 2015

I keep coming back to this post on the state of TV as we evaluate investing in content creators, potential industry consolidation, the risks of cord cutting and changing to subscription models. The Changing – And Unchanging – Structure of TV (Stratechery) John Malone is thinking about consolidation amongst the content creators too. (WSJ) Qualcomm: […]

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McDonald’s is Attracting Activist Investors

From Fortune. If Rosenstein does pick a fight with McDonald’s, he’ll have more than one not-so-silent partner. Also eyeing McDonald’s is Keith Meister, who runs Corvex Management. Corvex bought 205,000 shares of McDonald’s in the first quarter. Meister is a former right-hand man to Carl Icahn. But the activist who looks most likely to aggressively […]

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