Related Post: [LYV – Live Nation Entertainment] Some of It’s Magic, Some of It’s Tragic In my last blurb on Live Nation, I fussed over impending competition from Amazon, which was populating its US site with “Amazon Tickets” job listings that included the following salvo: “The ticketing business is ripe for innovation and improvement, as much […]
Tag Archives: Media
The Investors Podcast (9/17/17, Small Cap Investing w/ Eric Cinnamond) Eric Cinnamond (a veteran small-cap manager…writes a good blog) “Back [when I started my career], the largest holders of these small cap stocks were traditional small cap value managers like the Royce Funds, Heartland, Gabelli, and when prices got out of whack, they were there […]
The ~$100mn float may render this jockey bet too illiquid for some of you hedge fund MoUs. GAIA is a speculative enterprise with a questionable business moat run and 38%-owned by competent CEO/ascetic, Jirka Rysavy, who after spending years building and then paring away various businesses inside (as it is now called) GAIA, is left steering […]
Live Nation’s business model is unique, contextually rich, and complicated. While I think this is a decent business – to see this you have to consider all its parts, some of which are mediocre on a standalone basis, as an interlocking whole – I don’t think the purported “platform” is as interesting as I initially […]
Overview Digital Domain Media Group, Inc. (“DDMG” or “the Company”) is a short because it loses money, has had questionable related party transactions, a confused corporate strategy that could lead to further shareholder destruction and few sustainable competitive advantages. DDMG has ~43mn shares outstanding; ~35mn of those shares are under a lock-up agreement that expires […]