Comcast moves next in the global media chess game: the acquisition of Sky

Comcast Corporation (NASDAQ: CMCSA) – market cap as of 03/10/18: USD 163.67bn Framework In order to further understand the dynamics behind the acquisition of Sky by Comcast, it’s useful to provide some context and shed some light on the series of events that started in the winter of 2016 and culminated with this deal. The […]

The Entertainment Earthquake: Evolve or Succumb

Walt Disney Co (NYSE:DIS) – market cap as of 27/04/18: $151.2bn Twenty-First Century Fox Inc (NASDAQ:FOXA) – market cap as of 27/04/18: $67.7bn AT&T Inc (NYSE:T) – market cap as of 27/04/18: $215.8bn Time Warner Inc (NYSE:TWX) – market cap as of 27/04/18: $75.8bn Introduction M&A activity is not a steady phenomenon. Rather, it tends […]

2017 M&A Review and 2018 Breakthrough: the cases of the Pharma and TMT sectors

Introduction In January 2018, M&A activity surpassed investors’ expectations. According to a report by law firm Baker McKenzie, global mergers and acquisitions are expected to hit an 18-year record, reaching $3.2 trillion in 2018. To the same extent, cross-border M&A is expected to reach new time highs. In the December 2017, President Trump signed the […]

The Rise Of User-Based Valuation In Tech

Introduction When we look at the biggest companies by market cap, many of them are Tech firms, capable of leveraging innovative technologies to create new types of businesses. Most times they offer business models that are so different from the companies we are used to, that we struggle in finding the best way to give […]

Regulators put an end to the Comcast – Time Warner Cable $45bn saga

Comcast Corporation, Market Cap (as of 30/04/2015): $145.2bn Time Warner Cable Enterprises, Market Cap (as of 30/04/2015): $43.94bn   Introduction The dream of combining the two American giant companies Comcast and Time Warner Cable has come to an end. On April 17, Comcast officially dropped its $45.2bn bid for TWC due to regulatory issues. The […]

Long term investment: continuation of Netflix uptrend

Vanquishing markets in April 2013, Netflix has been on a stream recently. After releasing their Q1 numbers on March 31st and got higher than expected revenues, investors and markets got suddenly excited about the stock. Moreover, we’ve seen that their new programming is amassing a lot of praise from critics. House of Cards, one of […]