CBS Misstates Opportunity by Over One Hundred Million Dollars

Back in the golden days of television, the only way to watch a show was live. TV ratings measured the live viewing audience which in turn affected ad revenue. The networks’ ad revenue was a function of the size of the audience multiplied by the ad rate for that audience. (Not every viewer is worth … Read more

TV is Next

TV is Next is our whitepaper outlining the then-upcoming upheaval in the television business. While many of the conclusions about the disruption caused by the streaming revolution are now common knowledge, the piece was highly controversial when we published it in 2012. At the time, many hedge funds had large positions in the stocks we … Read more

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