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 discussed, and the management of CBS let us know they were displeased. We noted that we were happy they were reading our research.

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