Overall, the Apple Computer (AAPL) announcements were in line with my expectations. I almost got right the new wireless device that will get the video you download to iTunes over to your TV: It’s not a MacMini; it’s just half the size. This product, due in the first quarter of 2007, is probably the most […]
NTL Incorporated (NTLI) CEO Stephen Burch made a presentation at Jefferies 4th Annual Communications Conference. The company made no comments and took no questions related to the status of negotiations with private equity firms over the possible takeover of NTLI. Based on press reports there is clearly something going on related to private equity. Whether […]
Sometime later today, Apple will unveil its long awaited new products and services. Consensus seems firmly to predict that new higher capacity iPod nanos with new outside covers will be introduced. Consensus has also coalesced around the launch of an iTunes movie store. The remaining question is what else might be coming. The invitation apparently […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-09-12 09:09:562006-09-12 09:09:56New Products Due Today From Apple
Today’s news that Telecom Italia plans to sell its mobile phone unit and focus on media investments reminds me that despite multiple compression and secular challenges, the media business is still viewed as sexy and seems to have an unblemished ability to draw wealthy investors. According to the Wall Street Journal Chairman Marco Tronchetti Provera […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-09-11 15:48:112006-09-11 15:48:11A Deal Coming Between Telecom Italia and News Corp?
After seven months signaling value, Northlake’s Style model shifted to growth for September. There were no changes in any of the underlying factors this month. Rather, the two month rolling average calculation shifted to growth when June’s value bias was dropped and August data confirmed the shift to growth first picked up in July. As […]
I subscribe to a blog written by Bob Lefsetz. Bob writes about the music business and has done so for more than 20 years. His posts often touch on the business of music and many spread to other media content industries. Last week, Bob wrote about Snakes On A Plane as it relates to the […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-08-30 13:07:392006-08-30 13:07:39Why Traditional Media Is Losing On The Internet
Here are some further thoughts on the Cruise-Paramount split (Part 1). This post takes to look at Tom Cruise as a business by comparing the profitability of his two most recent films. Cruise’s last film prior to Mission: Impossible 3, (MI3) was War of the Worlds (WOTW) which grossed $594 million worldwide. MI3 grossed $393 […]
Apparently, Ronald Lauder has decided to pay for his $135 million acquisition of Gustav Klimt’s Adele Bloch-Bauer I by monetizing half of his 15.8% stake in Central European Media Enterprises (CETV). Last June, it was revealed that Lauder was buying the Klimt and paying the highest price ever for a painting, easily exceeding the $104 […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-08-30 11:55:072006-08-30 11:55:07Ronald Lauder Sells Half Of His Control Position in CETV
Given all the publicty created by the split between Tom Cruise and Paramount, I thought I’d offer some impressons from the perpsective of the stock market. The following post is my first impressions, while a second post due to go up later this week provides greater detail on the economics of Tom Cruise as a […]
Last week saw a flurry of acquisition and divestiture activity in the radio industry including news that the buyer of Disney’s radio assets, Citadel Broadcasting, wants to renegotiate to lower the purchase price. News that Citadel wants to renegotiate the terms of its buyout of ABC’s radio assets is not surprising and likely led to […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-08-28 08:35:292006-08-28 08:35:29Disney Radio Deal In Jeopardy?
Impressions of Apple’s Product Announcements
Overall, the Apple Computer (AAPL) announcements were in line with my expectations. I almost got right the new wireless device that will get the video you download to iTunes over to your TV: It’s not a MacMini; it’s just half the size. This product, due in the first quarter of 2007, is probably the most […]
Thoughts on NTL Management Presentation
NTL Incorporated (NTLI) CEO Stephen Burch made a presentation at Jefferies 4th Annual Communications Conference. The company made no comments and took no questions related to the status of negotiations with private equity firms over the possible takeover of NTLI. Based on press reports there is clearly something going on related to private equity. Whether […]
New Products Due Today From Apple
Sometime later today, Apple will unveil its long awaited new products and services. Consensus seems firmly to predict that new higher capacity iPod nanos with new outside covers will be introduced. Consensus has also coalesced around the launch of an iTunes movie store. The remaining question is what else might be coming. The invitation apparently […]
A Deal Coming Between Telecom Italia and News Corp?
Today’s news that Telecom Italia plans to sell its mobile phone unit and focus on media investments reminds me that despite multiple compression and secular challenges, the media business is still viewed as sexy and seems to have an unblemished ability to draw wealthy investors. According to the Wall Street Journal Chairman Marco Tronchetti Provera […]
September 2006 Model Signals
After seven months signaling value, Northlake’s Style model shifted to growth for September. There were no changes in any of the underlying factors this month. Rather, the two month rolling average calculation shifted to growth when June’s value bias was dropped and August data confirmed the shift to growth first picked up in July. As […]
Why Traditional Media Is Losing On The Internet
I subscribe to a blog written by Bob Lefsetz. Bob writes about the music business and has done so for more than 20 years. His posts often touch on the business of music and many spread to other media content industries. Last week, Bob wrote about Snakes On A Plane as it relates to the […]
Cruise-Paramount Split, Part 2
Here are some further thoughts on the Cruise-Paramount split (Part 1). This post takes to look at Tom Cruise as a business by comparing the profitability of his two most recent films. Cruise’s last film prior to Mission: Impossible 3, (MI3) was War of the Worlds (WOTW) which grossed $594 million worldwide. MI3 grossed $393 […]
Ronald Lauder Sells Half Of His Control Position in CETV
Apparently, Ronald Lauder has decided to pay for his $135 million acquisition of Gustav Klimt’s Adele Bloch-Bauer I by monetizing half of his 15.8% stake in Central European Media Enterprises (CETV). Last June, it was revealed that Lauder was buying the Klimt and paying the highest price ever for a painting, easily exceeding the $104 […]
Cruise-Paramount Split, Part 1
Given all the publicty created by the split between Tom Cruise and Paramount, I thought I’d offer some impressons from the perpsective of the stock market. The following post is my first impressions, while a second post due to go up later this week provides greater detail on the economics of Tom Cruise as a […]
Disney Radio Deal In Jeopardy?
Last week saw a flurry of acquisition and divestiture activity in the radio industry including news that the buyer of Disney’s radio assets, Citadel Broadcasting, wants to renegotiate to lower the purchase price. News that Citadel wants to renegotiate the terms of its buyout of ABC’s radio assets is not surprising and likely led to […]