Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Forgetful Lodgenet (LNET: NASDAQ) Could be in trouble
July 28, 2009
LodgeNet Reports Results for Second Quarter 2009 | finance.yahoo.com
Lodgenet executives discuss per share data during an analyst conference call, but omits 'fully diluted' computations Forgetful or deceptive...you decide. Presentation painted bleak outlook as strategic revenue growth initiatives, intended to offset the drop in their core Pay per View products, fail to do so.
Sony Pictures Signs Multiyear Agreement with Redbox
July 24, 2009
Studios Rethink Redbox | online.wsj.com
1. Sony Pictures (NYSE: SNE) has signed a multiyear deal to supply Redbox's (NASDAQ: CSTR) video rental kiosks. 2. Deal minimizes sell-thru of used Sony DVDs, while maximizing Sony non-theatrical titles.
Bz Wk & Time Should Both Sell Themselves
July 19, 2009
McGraw-Hill Puts BusinessWeek on Auction Block | online.wsj.com
Both Bz Week and Time should sell themselves to a media company who understands interactive and the role of print with interactive.
The Era of Digital Newspaper Industry
July 1, 2009
WSJ publisher calls Google ‘digital vampire’ | www.crainsnewyork.com
Google Long Honey Moon of Free Content Might Soon be Over. Newspaper Industry Turning into Digital Newspaper Industry and "Googlepaper Industry". New Approaches Sought in the Effort of Coupling High Demand Content with High Online Technology Solutions.
This is a fantastic time to start a newspaper
June 25, 2009
Newspapers are bracing for more bad news | www.msnbc.msn.com
Although this sounds like it goes against all conventional wisdom, it is worth considering. There are several key factors to consider: *The competition is broken *A start up would be free of the legacy costs weighing down current papers *Talent, including writers, could be lured away from their current failing employer. And in addition to being great writers and reporters, the best talent brings with it a built in audience who will follow him/her. *Technology and innovation will change the business model.
Will Online Readers Buy Into Steve's Brill-iant Idea?
June 25, 2009
Journalism Online: The Answer to the Paid-Content Question? | www.editorandpublisher.com
Steve Brill's new startup Journalism Online is promising newspaper publishers big money from online readers -- $110 million in two years for a newspaper with a print circulation of 1 million and an online audience of 20 million. Will he succeed? And if he does, will you be one of the few people willing to pay to read the story?
Can Newspapers Morph Into "Fearless Vampire Killers"?
June 24, 2009
WSJ publisher calls Google ‘digital vampire’ | www.crainsnewyork.com
The days of free newspaper content on the internet may be coming to an end... but only if consumers can be persuaded to pay.
Vizeum: Break-though Marketing or Trying a tad too hard?
June 23, 2009
Vizeum: We’re graffiti-ing the streets of Sydney and Melbourne | mumbrella.com.au
It is getting tougher and tougher to break-through with marketing messaging and agencies must be creative and think differently. But does breaking the law and spraying graffiti properly target an audience, or get the message out in an effective way? Or is the message lost altogether? In this case, the question has to be asked if the effect was more damage than good, or is any publicity, good publicity?
What Are te Major Issues to Analyze Regarding Univision's Recent Bond Sales Announcement?
June 22, 2009
Univision Branches Out With Bonds | www.forbes.com
Univision’s recently announced plans to sell bonds amidst a corporate credit rally has lifted the prices on some of the lowest-rated and riskiest junk bonds and some signs of an upturn even if slight in the advertising market bears more careful scrutiny.
June 18, 2009
Ancillary Revenue Now Essential | www.nxtbook.com
To survive today and in the future publishers must be in the media business not the publishing business. They must offer a wide variety of products to their customers that meet the needs of today. These are dramatically different from what has made traditional publishers successful in the past. It is difficult and painful to change so dramatically so fast but it is a requirement for success today. Those who are not able to change quickly enough are folding as we see in the news daily. Looking back over history, it is those who have been able to change and change quickly that have survived in other difficult times. The smaller, privately held companies are better at this as they typically can move faster and have better reputations in their industry than the larger, investment held companies. The key is to understand the customers' needs, goals and ROI requirements.
November 8, 2009
Walmart, DVDs, Redbox And A Better Value Proposition
October 5, 2009
The Continuing Saga of the "Kiosk Wars"
September 2, 2009
Coinstar’s Redbox Expands Relationships with Studios
August 31, 2009
Radio Advertising Continues to Suffer
August 24, 2009