Sunday, May 12, 2013

Oddly Relevant May-12-2013


Can John McCain Break Up the Cable Bundle Forever? (No, Probably Not): major argument here by the author is that 100 million households adding and dropping channels mid-year is a recipe for a logistical and strategic disaster for the industry. [Note: don’t think I agree with the point; I do see many studios going bust because of this]…Source: http://www.theatlantic.com/business/archive/2013/05/can-john-mccain-break-up-the-cable-bundle-forever-no-probably-not/275735/

Activist Investors Do A Lot Of Hurry-Up-And-Wait: Hedge funds mostly do wait until 7-10 days after acquiring 5% of a company before filing their 13D, their purchases seem to be disproportionately concentrated on the day they cross the threshold and the following day. [Note: the 1-day bump is rightfully deserved]…Source: http://dealbreaker.com/2013/05/activist-investors-do-a-lot-of-hurry-up-and-wait/#more-102845

The Shipping Man: a very entertaining primer to the business of international shipping…Source: http://www.amazon.com/The-Shipping-Man-Matthew-McCleery/dp/0983716307/ref=sr_1_1_bnp_1_pap?ie=UTF8&qid=1368404013&sr=8-1&keywords=shippingman

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