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- The Case for RHI Entertainment and Klarman's Increase in Stake
- Todd Sullivan submits: Earlier this week Klarman's Baupost Group purchased an additional 437,000 share of RHI Entertainment RHIE at $1.19 a share. Klarman now has 36.9% of the outstanding shares. Here is the trading data for this year. Click to enlarge Klarman has been in touch...
- External links 2009-04-03
- Why News Corp Has Me Intrigued
- Todd Sullivan submits: After reading that the WSJ was actually increasing circulation figures in an environment that is seeing newspaper circulation plummet, I began digging into its owner, News Corp NWS. Overview: by Todd Sullivan
- External links 2009-04-28
- News Corp. News Makes the Stock Tempting
- Todd Sullivan submits: Now that the market has sold off some, the time has come to buy some items performing well. Recently we looked at News Corp NWS and noticed that unlike its various industries, both the Newspaper business led by the Wall St. Journal was increasing paid subscriptions...
- External links 2009-05-14
- News Corp: Why I Chose to Invest in Limited Voting Shares
- Todd Sullivan submits: I finally took the plunge and bought the "limited voting" A shares at $8.86 of News Corp. (NWS.A) vs the "B" shares NWS. Here is some of the reasoning for investing in News Corp from previous posts. by Todd Sullivan
- External links 2009-05-17
- RHI Entertainment: Where To Next?
- Todd Sullivan submits: The case for RHI Entertainment RHIE and the expectation we had when we first looked at it still stands. Q1 and Q2 were expected to be poor and they were. Q3 and 4 were expected to show a marked improvement and based on what is in...
- External links 2009-08-09
- Baseless: RHI Entertainment Hit with Class Action Suit
- Todd Sullivan submits: As a shareholder, I am incensed that the company will have to spend money to defend garbage like this. Let’s look at this poster child of abuse of the US civil litigation system. The definition of frivolous…You can download a copy of the suit here...
- External links 2009-10-11
Additional Resources
- Developers Diversified's Results Contradict Retail Assumptions
- Todd Sullivan submits: Some very interesting items were discussed recently on the Developers Diversified DDR earnings call. As I read it I was struck how much of what was being said contradicts some of what is being assumed out there regarding the retail environment. Diversified is seeing strong leasing...
- External links 2009-07-28
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