Tag Archives: SNI

QUICK BLURBS [ADNT, JLL, MA, MRC, SNI]

(2,218 words) [MA] In 2009, the Unique Identification Authority of India (UIDAI) launched an ambitious nationwide program to collect all 10 fingerprints, iris scans, a photo, and all sorts of personal information from each of its 1.2bn citizens in a central database, with a unique 12-digit ID number assigned to each record.  The goal was to […]
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[SNI] FLIP OR FLOP?

(3,373 words) In somewhat oblique, discursive fashion, this post outlines some pro and con arguments for SNI and touches on a few broader media themes.  I’ve owned this stock since last summer but reduced my stake this quarter despite the company’s strong recent fundamentals to more accurately reflect my increasing skepticism over the company’s long-term competitive advantages.  As […]

QUICK BLURBS [DISCA, SNI]

(2,166 words) 2016 UBS Media & Communications Conference 12/6: SNI In the US, 5 of the co.’s 6 networks have higher ratings so far this year vs. a  year ago and also up overall in impressions even with the decline in the paid TV universe.  Also, SNI’s been aggressive in trying to be on all […]
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