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Media Wars Part 2 of 2: Focus on Content and Easy Digital Distribution
In the previous installment of this series, I blogged about how Walmart’s entry into the video download market would not impact companies like Netflix and Apple. In this post, I will disclose the stocks that I believe are poised to succeed from the convergence of digital and traditional media. Yahoo (YHOO) I have been bullish on Yahoo... »
The MySpace factor
While everyone is talking about Google (GOOG) and YouTube, I would like to bring your attention to News Corp (NWS) and MySpace. First lets consider what News Corp was before the buyout – an old media conglomerate with the lowest ranked of the big 4 networks (Fox), a second stream newspaper (New York Post), a... »
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