‘Man The Lifeboats’: One Analyst’s Wary Take On Media Stocks


“There is a strange juxtaposition forming in the world of media stocks: one of crumbling fundamentals and strong stock performance,” says one top Wall Street analyst.

After four years of money fleeing the sector, several media stocks “have recently been able to re-craft the conventional narrative.”

Yet, media industry headwinds remain and, if anything, have gotten worse. Much worse.

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