Company Overview and News

 
Disney: Updated Look At The Studio Division

58m seekingalpha
I am still bullish on the movie studio as being a major driver for the company/stock.

 
Is Verizon No Longer Interested in Fox?

17h marketrealist
Verizon (VZ) was one of the companies that reportedly made an offer to buy the majority of Twenty-First Century Fox’s (FOX) (FOXA) assets. It came before the media conglomerate, controlled by the Murdoch family, chose to strike a deal with the Walt Disney Company (DIS) instead. Comcast (CMCSA) is another potential buyer whose offer Fox rejected.

 
Dell Going Public Just Got More Interesting

19h seekingalpha
This year and a half has been full of merger announcements. and then share value losses for the respective companies.

 
Netflix (NFLX) Inks a Major Contract, Brings Obamas On Board

21h zacks
Netflix (NFLX - Free Report) has added another feather to its cap by signing a multi-year agreement with former U.S. president Barack Obama and his wife, Michelle Obama, to produce films and series’ for the streaming platform. The Obamas will produce scripted and unscripted series, docu-series, documentaries and feature films under the Higher Ground Productions banner, Netflix announced. Barack Obama had earlier appeared on the first episode of My Next Guest Needs No Introduction with David Letterman, which marked his first appearance on a TV talk show since he left office.

 
Tracking Jeffrey Ubben's ValueAct Portfolio - Q1 2018 Update

22h seekingalpha
The top three positions are Twenty-First Century Fox, Seagate Technology, and Alliance Data Systems and they add up to ~45% of the portfolio.

 
World Wrestling Entertainment: Locking In Gains

2018-05-22 seekingalpha
WWE was one of the Portfolio Armor top ten names I shared with my Marketplace subscribers on January 4th. It's up nearly 88% since, after spiking on Monday's Smackdown news.

 
PRESS DIGEST -Wall Street Journal - May 22

2018-05-22 reuters
May 22 (Reuters) - The following are the top stories in the Wall Street Journal. Reuters has not verified these stories and does not vouch for their accuracy.

 
PRESS DIGEST- British Business - May 22

2018-05-21 reuters
May 22 (Reuters) - The following are the top stories on the business pages of British newspapers. Reuters has not verified these stories and does not vouch for their accuracy.

 
Netflix, Inc. (NFLX) New Same-Sex Comedy Film to Star Jennifer Aniston

2018-05-21 investorplace
Netflix, Inc. (NASDAQ:NFLX) recently announced that it is casting Jennifer Aniston and American stand-up comedian Tig Notaro in a same-sex White House comedy film.

 
Everything Is About to Change for Walt Disney Co Stock - Here's Why | InvestorPlace

2018-05-21 investorplace
Walt Disney Co (NYSE:CO) stock hasn’t done much of anything for the past several years. While the market has rallied to new highs and tech stocks have posted outsized gains, Disney stock hasn’t gone anywhere. It has simple been stuck in neutral around $100 for 36 months now.

 
Britain unlikely to investigate Comcast bid for Sky, says minister - Channel NewsAsia

2018-05-21 channelnewsasia
Britain said it was unlikely to refer Comcast's bid for Sky for a full investigation after deciding that the deal did not raise public concerns about media ownership.

 
Britain unlikely to investigate Comcast bid for Sky, says minister

2018-05-21 reuters
LONDON (Reuters) - Britain said it was unlikely to refer Comcast’s (CMCSA.O) bid for Sky (SKYB.L) for a full investigation after deciding that the deal did not raise public concerns about media ownership.

 
RPT-UPDATE 1-ISS sides against two Tesla directors, backs split of Musk's roles

2018-05-21 reuters
BOSTON, May 19 (Reuters) - Proxy adviser Institutional Shareholder Services (ISS) recommended on Friday that investors vote against Tesla Inc directors Antonio Gracias and James Murdoch, increasing pressure on the car maker over their roles on its board.

 
PRESS DIGEST- New York Times business news - May 21

2018-05-21 reuters
May 21 (Reuters) - The following are the top stories on the New York Times business pages. Reuters has not verified these stories and does not vouch for their accuracy.

 
ISS sides against two Tesla directors, backs split of Musk's roles

2018-05-19 reuters
BOSTON (Reuters) - Proxy adviser Institutional Shareholder Services (ISS) recommended on Friday that investors vote against Tesla Inc (TSLA.O) directors Antonio Gracias and James Murdoch, increasing pressure on the car maker over their roles on its board.

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2018-05-21 - Asif

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2018-05-21 - Asif

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2018-05-21 - Asif

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