Donald Yacktman’s Yacktman Asset Management is one of the top-tier hedge funds we track at Insider Monkey, and because it’s worth tracking the...
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June 3 - Hedge Funds - Comments
Time Warner Inc (NYSE:TWX) shareholders have witnessed an increase in support from the world’s most elite money managers of late. In the eyes of...
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May 24 - News - Comments
The Walt Disney Company (NYSE:DIS) investors should be aware of an increase in activity from the world’s largest hedge funds recently. To most investors...
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May 23 - News - Comments
News Corp (NASDAQ:NWSA) was in 82 hedge funds’ portfolio at the end of March. NWSA shareholders have witnessed an increase in activity from the...
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May 23 - News - Comments
Zach Schreiber’s PointState Capital is among the 500-plus mega-funds that we track at Insider Monkey, and with six former Duquesne Capital portfolio...
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May 23 - Hedge Funds - Comments
Most people perceive The Walt Disney Company (NYSE:DIS) as the Mickey Mouse company, but the entertainment and media giant is much more than a Disney...
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May 21 - News - Comments
In the media business, more than in most others, relevance and success go hand in hand with scale. Three giants in particular, The Walt Disney Company...
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May 20 - News - Comments
Editor’s Note: Related tickers: News Corp (NASDAQ:NWSA), American Express Company (NYSE:AXP), The Walt Disney Company (NYSE:DIS), Visa Inc (NYSE...
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May 17 - News - Comments
Over the years, there have been a few notable giants in the areas of media and entertainment. The competition is cut-throat in this arena, especially...
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May 15 - News - Comments
Rupert Murdoch’s News Corp (NASDAQ:NWS). is reinventing itself — and the strategy underscores why Wall Street has learned to trust him. Later...
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May 15 - News - Comments
Editor’s Note: Related Tickers: Citigroup Inc. (NYSE:C), Hess Corp. (NYSE:HES), Yahoo! Inc. (NASDAQ:YHOO), Sony Corporation (ADR) (NYSE:SNE), News...
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May 15 - Hedge Funds - Comments
Editor’s Note: Related Tickers: Apple Inc. (NASDAQ:AAPL), Research In Motion Ltd (NASDAQ:BBRY), Yahoo! Inc. (NASDAQ:YHOO), Google Inc (NASDAQ:GOOG...
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May 10 - News - Comments
News Corp (NASDAQ:NWSA) reported earnings on May 8. Here are the numbers you need to know. The 10-second takeaway For the quarter ended March 31 (Q3),...
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May 9 - News - Comments
News Corp (NASDAQ:NWSA) – Trading traffic in News Corp (NASDAQ:NWSA) call options in the early going on Thursday indicate some traders are positioning...
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May 9 - News - Comments
Time Warner Cable Inc (NYSE:TWC) and its CEO Glenn Britt are thinking about killing broadcast television for good. There was a time – as recently as...
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May 8 - News - Comments
The Walt Disney Company (NYSE:DIS) investors should pay attention to a decrease in hedge fund sentiment lately. At the moment, there are dozens of metrics...
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May 7 - News - Comments
The first time I’d looked at USA Today publisher Gannett Co., Inc. (NYSE:GCI) in July last year, the company was making some really impressive moves...
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May 7 - News - Comments
The Walt Disney Company (NYSE:DIS) has performed very well for its shareholders lately, and has been on a consistent uptrend for the past several years...
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May 6 - News - Comments
Is The Walt Disney Company (NYSE:DIS) the right pick for your portfolio? Investors who are in the know are taking a pessimistic view. The number of long...
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May 6 - News - Comments
And now the story of how network television failed to capitalize on a well-made program that attracted a small but passionate viewership. It’s Arrested...
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May 1 - News - Comments
Slowly, The Walt Disney Company (NYSE:DIS) is reuniting Marvel heroes under one roof. The latest to rejoin? Daredevil, a blind vigilante whose other...
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April 27 - News - Comments
After taking note that many major media companies have a cash problem (too much cash), meaning they could look to increase their dividend yields in the...
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April 22 - News - Comments
By every measure, The Walking Dead is success for AMC Networks Inc (NASDAQ:AMCX) . Season 3 ended with 12.4 million viewers of last month’s gut...
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April 22 - News - Comments
We live in the Information Age, but do our economic indicators? Does GDP capture the outputs of every new technology, especially when so many new technologies...
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April 11 - News - Comments
Camarillo, California-based radio broadcasting company Salem Communications Corp (NASDAQ:SALM) recently made two distinct announcements that could dramatically...
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March 28 - News - Comments
Blackstone and Icahn enter Dell bidding (The Telegraph) Both Blackstone and Mr Icahn sent letters to Dell on Friday night, saying they are preparing formal...
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March 25 - Hedge Funds - Comments
Seth Klarman manages one of the largest hedge funds in the world, The Baupost Group, founded in 1983 and managing some $7 billion. Klarman and his hedge...
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March 22 - Hedge Funds - Comments
News Corp (NASDAQ:NWSA) was in 67 hedge funds’ portfolio at the end of the fourth quarter of 2012. NWSA has experienced an increase in hedge fund...
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March 21 - Hedge Funds - Comments
Donald Yacktman founded Yacktman Asset Management in 1992 and was named the “Portfolio Manager of The Year” by Morningstar in 1991. Per his...
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March 21 - Hedge Funds - Comments
The New York Times Company (NYSE:NYT) has done a great job in recent years of selling off its non-core assets in order to focus on maximizing the core...
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March 19 - News - Comments
News Corp (NASDAQ:NWSA) was in 67 hedge funds’ portfolio at the end of December. NWSA shareholders have witnessed an increase in support from the...
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March 19 - Hedge Funds - Comments
Time Warner Inc (NYSE:TWX) recently entered into talks with a major private equity firm to spin off the bulk of its Time print-media division and continue...
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March 19 - News - Comments
Billionaire Steve Cohen and his SAC Capital hedge fund made some serious moves during the fourth quarter, rearranging their top five holdings completely...
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March 19 - Hedge Funds - Comments
Daniel Och started Och-Ziff Capital Management almost twenty years ago, and it has become one of the largest institutional managers of alternative assets...
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March 15 - Hedge Funds - Comments
Netflix, Inc. (NASDAQ:NFLX) is getting pretty good at raising the dead. Just ask AMC Networks Inc (NASDAQ:AMCX). No, I’m not talking about AMC...
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March 15 - News - Comments
Google Inc (NASDAQ:GOOG) is the new darling of hedge funds. According to a report from Tobias Levkovich, analyst at Citigroup the search engine giant...
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March 14 - Hedge Funds - Comments
Daniel Och started Och-Ziff Capital Management almost twenty years ago, and it has become one of the largest institutional managers of alternative assets...
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March 13 - Hedge Funds - Comments
Remember that fall that your son’s school football team made it to the state championship game? They worked so hard every day, practicing and running...
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March 11 - Insider Trading - Comments
Media company News Corp (NASDAQ:NWSA) has been in the news all through February, and the trend seems to be continuing in March. The biggest news for the...
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March 6 - News - Comments
I often give Netflix, Inc. (NASDAQ:NFLX) a hard time, pointing to its easy to mimic business model and rapidly growing list of competitors, but it seems...
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March 6 - News - Comments
A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a tremendous way to gain a detailed and thorough...
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February 22 - News - Comments
We should have understood that Jeffrey Bewkes, Time Warner Inc. (NYSE:TWX) CEO, was probably intent on selling the magazine business, when he said to...
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February 21 - News - Comments
Chinese-born Michael Hintze is an Australian/British businessman, famously perched on Forbes’s billionaire list as the 880th richest person in the world...
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February 21 - News - Comments
Media giant Time Warner Inc. (NYSE:TWX) posted quarterly earnings of $1.21 per share, or $1.17 billion, an increase from the 76 cents per share, or $773...
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February 19 - News - Comments
Industries rise and fall in favor just as stocks do. Those who are alert to the patterns can make money. Right now, for instance, 3D printing is out of...
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February 19 - News - Comments
Time Warner Inc. (NYSE:TWX), the world’s largest media conglomerate, is a classic example that tells us that sometimes in business, less is more. The...
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February 15 - News - Comments
Liberty Global Inc. (NASDAQ:LBTYA) must be crossing its fingers hoping that it’s proposition to acquire Virgin Media Inc. (NASDAQ:VMED) goes through...
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February 14 - News - Comments
Over the past few weeks, keen-eyed arbitrageurs have discovered an unusual discrepancy between “common” Class A and “preferred”...
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February 13 - News - Comments