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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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Activist Hedge Fund Targets Qualcomm (QCOM)

Activist hedge fund JANA partners is targeting Qualcomm (QCOM). We do not agree that Qualcomm should be split up but we do agree that Qualcomm is undervalued. He then went on to explain how the chip-making arm, QCT, is undervalued relative to the licensing part, QTL, You look at valuation here. This company‚Äôs multiple has […]

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